Burgess Financial Services LLC
Tax and Financial Services
IRS Tax Resolution Engagement Agreement
Burgess Financial Services LLC will represent the Client in IRS tax resolution matters. By signing this agreement, the Client authorizes the Firm to communicate with the Internal Revenue Service regarding their tax accounts.
Scope of Services
The Firm may review IRS notices, obtain account transcripts, analyze the tax account, prepare required documents, communicate with the IRS, and pursue collection alternatives such as installment agreements, levy releases, penalty abatement, or other available relief.
Client Responsibilities
The Client agrees to provide accurate financial information and all requested documents. Failure to provide information may delay the resolution process.
Resolution Fee Schedule
Resolution Fee Schedule
Total IRS Balance
Resolution Fee Range
Up to $10,000
$1,000 - $1,500
$10,001 - $25,000
$1,500 - $2,500
$25,001 - $50,000
$2,500 - $5,000
$50,001 - $100,000
$5,000 - $10,000
Over $100,000
$10,000+
Payment Terms
Upfront fees due once case begins and engagement letter signed and agreed upon.
No Guarantee of Outcome
The Firm does not guarantee any specific result. Final decisions regarding tax liabilities and payment arrangements are made by the Internal Revenue Service.
Client Authorization
Client Name:
Signature:
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Representative: Burgess Financial Services LLC
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