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Why should you trust Fidelity Tax Relief with your clients?

Fidelity Tax Relief is a small but dedicated firm of tax experts dedicated to providing the best possible service to our clients and

exert every ounce of energy to negotiate, on their behalf, the best possible resolution with the IRS and State Tax agencies. We understand how important your clients are to you and will do everything we can to not only preserve that relationship but to enhance it.

Here are just some of the reasons why you should consider referring your client’s tax issues to us:

The Fidelity Resolution Model

Fidelity Tax Relief’s 5 Step Model was designed to provide optimal service and operational excellence throughout the tax resolution process. It keeps the client at the center and is triggered as soon as the client contacts us, which typically occurs after the IRS has taken collection action or sent a letter. Read more about or commitment to transparency and our Resolution Model here.

Over 20 Years of Experience Dealing With The IRS

The tax professionals at Fidelity Tax Relief have more than 20 years combined experience handling tax relief solutions for clients. We have successfully negotiated with the IRS and State Tax agencies on behalf of our clients to reduce tax liability, stop collection action, and find acceptable solutions for our clients.

Favorable Solutions for the Client

Using our Fidelity Resolution Model, we find solutions that are in the best interest of the client. Our unique five-step approach continually focuses on the client and his or her needs. It begins with the definition stage, where we learn more about the client’s tax problems. Then, we evaluate the current situation and analyze the data to develop the best resolution for the client. Once we have discussed the solution options with the client and obtain approval, we start the negotiation process until we have reached a favorable resolution. Our services do not end there; once the client is in compliance, we coach him or her on how to avoid facing similar problems in the future.

Safe, Secure, and Transparent Process

At Fidelity Tax Relief, we recognize that we are handling sensitive information. That is why we use a very secure Specialized Tracking System to store our clients’ information that also helps us discover the best options for resolution. This program is similar to what the IRS uses for its own evaluation and assessment processes. We also keep our clients informed of the case status during every step of the resolution, including informing them of any IRS decisions.

Customer-Centric Service

Our business model is based on providing the best customer service possible to all our clients. We clearly state the expected outcome of the case before we start the process so that the client has a clear understanding of how we can help. Additionally, we assign our clients a dedicated Case Manager, who is there to answer any questions during any point in the process and ensure that everything is handled timely and appropriately. Our customer-centric business model values the client above everything else.