Tax Debt Resolution and Offer in Compromise Evaluation

A CPA-led assessment of whether you qualify for IRS Fresh Start, Offer in Compromise, or another resolution path, based on your actual financial position.

An Evaluation First, Not a Promise

A substantial IRS balance is stressful, and the market around tax debt resolution promises outcomes before seeing a single number.

Offer in Compromise and IRS Fresh Start are real federal programs, but acceptance depends on a formula applied to your income, expenses, and assets. We run that calculation first. If it supports a submission we prepare and file it. If it does not, we say so and evaluate the alternatives.

As a licensed CPA firm we are accountable under Circular 230 for the positions we file. No firm can know what the IRS will accept before the analysis is done.

Why the Evaluation Comes First

An unresolved balance keeps accruing penalties and interest while collection advances, so time spent on the wrong route is expensive in itself.

An Offer in Compromise is measured against reasonable collection potential, calculated from your assets, income, and allowable expenses. If that figure exceeds what you owe, the offer fails, and filing without checking costs the fee, the payment, and months of processing.

This is where a CPA changes the outcome. Valuing assets, separating allowable from disallowed expense, and normalizing variable income is financial statement analysis, and it decides both whether to file and what to offer.

Key Strategic Benefits

Reasonable collection potential analysis by a licensed CPA, the calculation the IRS runs on your finances

Offer in Compromise eligibility assessed against assets, income, and allowable expenses before filing

IRS Fresh Start program review, covering installment terms and federal tax lien withdrawal criteria

Currently Not Collectible assessment when your position may support pausing collection

Alternative resolution paths identified when an offer is not viable

Tax Debt Resolution Services

Compliance Review Before Submission

Review of required filings, current compliance, and supporting documentation before submitting an Offer in Compromise or other IRS resolution request.

Offer in Compromise Evaluation

CPA analysis of your assets, income, and allowable expenses against IRS criteria to determine whether a submission is viable.

Offer Preparation and Submission

Preparation of the offer package with supporting documentation, and representation through IRS review by a credentialed professional when the analysis supports proceeding.

IRS Fresh Start Program Review

Assessment of which Fresh Start provisions apply to your circumstances, including expanded installment terms and lien withdrawal criteria.

Currently Not Collectible Assessment

Evaluation of whether your financial position may support a hardship status that temporarily delays collection activity, while recognizing that the underlying balance may remain outstanding.

Alternative Resolution Strategy

When an offer is not viable, CPA evaluation of installment agreements, penalty abatement, and other routes that address the balance.

What a CPA-Led Evaluation Gives You

A Defensible Answer

A calculated position on whether an offer is viable, based on the same criteria the IRS applies and prepared by professionals who value assets and income for a living.

No Wasted Submission

Applications are filed when the analysis supports them, reducing the risk of spending fees, payments, and processing time on an offer that is unlikely to be accepted.

Alternatives Identified

When an offer is not the route, the evaluation identifies which option is, rather than leaving the balance unaddressed.

CPA Representation

Preparation and correspondence handled by licensed CPAs authorized to represent you before the IRS and accountable under Circular 230.

Who This Service Is For

This service fits taxpayers with a substantial IRS balance who want to know which resolution paths they genuinely qualify for before committing to one.

We work with businesses and individual taxpayers who have received conflicting information about tax debt programs and want an assessment grounded in their own financial position, delivered by a licensed CPA firm rather than a sales process.

REVIEWS

What Clients Say About Working With Us

Businesses and individual taxpayers rely on our CPAs for a straight assessment of their situation before committing to a resolution path. These are reviews from clients who have worked with our team.

      EXCELLENT  
   Based on 51 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Jesus Toledo 
 
 
 
 Trustindex verifies that the original source of the review is Google. Highly trained prefessionals!!
  
 
      Posted on Google  
   
   yulimar betancourt 
 
 
 
 Trustindex verifies that the original source of the review is Google. Súper profesionales 100% recomendado quieres hacer tus taxes sin estrés pues ellos son expertos en Taxes para tu Empresa
  
 
      Posted on Google  
   
   Yulimar Betancourt 
 
 
 
 Trustindex verifies that the original source of the review is Google. Recomendado 100% súper profesionales, muy atentos, responsables y rápido. Haces tus taxes aquí sin estrés
  
 
      Posted on Google  
   
   Furnikoure Llc 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been working with Upfront Tax Accounting to manage the taxes for my furniture business, and the experience has been excellent. I decided to give them a try because they’re close to my shop and they had great reviews. I was looking for an accountant nearby so I could have more direct communication—whether in person, by phone, or by email—and they’ve been great in all aspects. Their team is very professional, knowledgeable, and proactive. They stay on top of everything and constantly follow up to make sure my taxes and accounts are handled correctly. As a Hispanic business owner, I also feel very comfortable working with them and discussing ideas about my business. As my company continues to grow, it’s important for me to work with professionals who can handle the level of volume and complexity that comes with a growing business. There may be cheaper accountants out there, but when your business starts scaling, you need experienced professionals who truly know what they’re doing. I’m very satisfied with their service and definitely recommend them. — David Andrade FURNIKOURE Furniture Store
  
 
      Posted on Google  
   
   Thomas Dyer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Upfront CPA, Karla and Julian, are very professional, knowledgeable, friendly, and great to wonderful team. I highly recommend them and Upfront CPA for any tax or accounting strategies.
  
 
      Posted on Google  
   
   Lourdes Triana 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent Service !
  
 
      Posted on Google  
   
   Sandra Negron 
 
 
 
 Trustindex verifies that the original source of the review is Google. Such a pleasant and smooth experience. We were down to the wire, but they worked diligently and efficiently and made sure everything was handled in a timely manner! Would definitely recommend their services to anyone in need!
  
 
      Posted on Google  
   
   José Antonio Marturet B. 
 
 
 
 Trustindex verifies that the original source of the review is Google. Spectacular attention to detail, a fantastic guide throughout the process, and, of course, fast and super professional! Thanks a lot, you are the best.
  
 
      Posted on Google  
   
   Sebastian Guenther 
 
 
 
 Trustindex verifies that the original source of the review is Google. UPFRONT CPA made filing my company’s taxes a smooth and stress-free process. Their team was highly knowledgeable, answered all of my questions clearly, and kept everything organized from start to finish. I appreciated their proactive communication and attention to detail, which gave me confidence that nothing was overlooked. I would highly recommend UPFRONT CPA to any business owner looking for reliable and professional tax services.
  
 
      Posted on Google  
   
   S Ross 
 
 
 
 Trustindex verifies that the original source of the review is Google. We engaged Upfront CPA’s for our LLC in Spring of this year, and from day one, they did a great job! They are very attentive, professional and accountable to doing their best work for their clients. After having a bad experience with another CPA firm, we were relieved to have them taking care of our needs. Highly recommend!

Find Out Which Options You Qualify For

Start with a CPA-led financial evaluation against IRS criteria, and proceed on the route the analysis supports.