Here Is Exactly What You Get for $1,500.
No guesswork. Before you pay, know exactly what the IRS Collections Case Assessment covers — and what it does not.
What the Assessment Is
The IRS Collections Case Assessment is a records-based review of your IRS account. We pull your official IRS account records, review your notices, and prepare a written plan before your Zoom meeting. We come to your meeting already knowing your case.
You do not need to recall details from memory. We work from the IRS records — not your account of them.
See If You Qualify — Complete the Form →
What You Receive
- IRS Records Review. We pull your official IRS account records and income records using your signed IRS Form 2848 or Form 8821.
- Written Plan. Before your Zoom meeting, you receive a written document. It shows what the IRS has on file, which relief paths fit your case, and what each one involves — process, timeline, and cost.
- 60-Minute Zoom Meeting. We walk through your written plan, answer your questions, and cover any next steps. This is a review of findings — not a discovery call.
- Your Plan Is Yours to Keep. You keep the written plan whether or not you hire Simple Finances® for full IRS work. Use it on your own or share it with another tax professional.
What the Assessment Does Not Cover
The assessment is a review and planning service. It does not cover:
- Filing unfiled tax returns
- Sending any IRS relief request on your behalf
- Negotiating with the IRS during the assessment period
- Representing you in IRS hearings, audits, or appeals
If full IRS work makes sense for your case, we will explain the scope and fee at your Zoom meeting. You decide then — with your written plan in front of you.
The $1,500 Fee
$1,500, due before work starts. The fee does not carry a refund once we begin pulling your IRS records. If you hire Simple Finances® for full IRS work after the assessment, we credit the $1,500 in full toward your fee.
How to Get Started
Fill out the 2-minute form. We review your answers right away. Cases that fit our scope receive an invitation to a free 15-minute call with our Enrolled Agent — before we ask for any payment.
See If You Qualify — Complete the Form →