Tax Lien Expungement

We specialize in assisting financial advisors in the following tax services:

  • Tax Lien Removal - We file a proposal with the IRS to get the tax lien expunged from your credit report and from your BrokerCheck profile.  This process takes about 6-8 weeks.
  • Tax Lien Payoff Loans - The advisor must qualify based on multiple factors including amount owed, credit history, payment history, and state tax liabilities among others.  This process normally takes 4-6 weeks and includes the tax lien removal service.
  • Tax Resolution (handling back taxes and IRS collection) - We offer the ability to help advisors get in Installment Agreements with the IRS and state taxing authorities.  We can pursue offers-in-compromise and non-collectible statuses.  We can even assist advisors in reducing their balances by abating some penalties and interest.
     
  • BrokerCheck Tax Lien Removal - The is the final step and culmination of hard work from the other services above.