Clean Slate Tax Overview
Clean Slate Tax LLC is an ASTPS member tax firm with the goal of helping individuals and businesses with a variety of tax problems. By implementing the services of attorneys, enrolled agents, and CPA’s, the company is able to provide tax services spanning three broad categories: tax resolution and compliance, tax settlement and tax negotiation, and tax preparation.
Many individuals and businesses find themselves in trouble with a taxing authority, such as the Internal Revenue Service (IRS). While some have the means to deal with issues on their own, others know that getting the assistance of a professional firm is the best option. This is where Clean Slate Tax comes into play. By providing help on many levels, there aren’t many problems the company is unable to address. Other benefits of the Clean Slate Tax platform include the following:
There are several details that set Clean Slate Tax apart from the competition, but none are more important than its pricing structure. By eliminating large upfront fees, it is easy for clients to get started with the service that best suits their situation.
Furthermore, the company’s tax resolution process requires that a full investigation first be completed. During this time, the client doesn’t have to do anything but wait to hear back. Clean Slate Tax believes that nobody should pay a dime until they know exactly what is wrong, which tax service can fix the problem, and how much it will cost.
Speaking of the investigation, Clean Slate Tax goes above and beyond in terms of the information it digs up. The company focuses on a variety of details, based on the client’s situation, which can include the amount of money you owe, who you owe, the penalties and fees you have been assessed, when the debt was incurred, and how your current financial position could impact how much you pay.
Clean Slate Tax also has one of the most experienced staffs in the industry. In addition to a lead tax attorney, there are other attorneys and CPA’s on staff. Its lead attorney, for example, has memberships with the State Bar of California, American Bar Association, and National Association of Consumer Bankruptcy Attorneys.
When you combine the services, pricing structure, and staff, you end up with a company that has the right formula for providing clients with the service they want, need, and deserve. By comparing Clean Slate Tax to the competition, you will soon find that the company stands tall in most key areas, which has given them an edge when it comes to providing clients with top of the line service.
In an overall sense, Clean Slate Tax has more positives than negatives. Even so, just the same as every company, especially those in this industry, there are areas in which it comes up short. These limitations include the following items:
Enrolled Agent Questions:
There is no denying the fact that the Clean Slate Tax staff has experience and knowledge. However, there is some gray area in terms of whether or not there are any enrolled agents on staff. The company notes that it does employ these types of professionals, but this information is not conveyed on its website. This may not be a “make or break” detail for some people, but having access to an enrolled agent, somebody who has worked for the IRS, can go a long way in putting your mind at ease.
To go along with the above, there are concerns regarding whether or not the smaller staff of Clean Slate Tax can handle the needs of multiple clients, especially during the busy tax season.
Costs for Specific Services:
For those who require more information on the company’s services, the process overview webpage and slide show is a good place to start. While this includes a variety of information, all of which can help you better understand what to expect, it fails to touch on some key areas, such as how much each service costs.
Finally, the Clean Slate Tax website states that its “tax professionals have over 25 years of experience combined.” On the surface, this sounds like many years of experience. And it is. But here is the problem: other companies have more people on staff, some of which are much more experienced in IRS and state tax issues. This isn’t to say the company doesn’t have enough experience to handle each and every case that comes its way, but some people may be more comfortable with a firm with more employees who are more seasoned.
These drawbacks don’t outweigh the benefits of working with Clean Slate Tax. They do show that the company is not perfect, and that there are things to consider before hiring them to handle a tax problem.
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