Getting Started for Taxpayers

A step-by-step guide to help you navigate your tax resolution journey through your tax professional's Brevitax portal.

Step 1: Access Your Portal

Your tax professional will provide you with:

• A secure portal link specific to their firm
• Your unique access credentials
• Instructions for first-time login

Don't have portal access yet? Find your tax professional's portal or ask them to set up your account.

Step 2: Complete Your Profile

Provide basic information to get started:

• Contact information verification
• Preferred communication methods
• Emergency contact details
• Document sharing preferences

Step 3: Initial Tax Situation Assessment

Work with your tax professional to complete an assessment covering:

1. Current IRS Issues: Outstanding balances, notices, and deadlines
2. Financial Situation: Income, expenses, and assets
3. Tax History: Previous filings and compliance status
4. Resolution Goals: What outcome you're hoping to achieve

Step 4: Document Collection

Gather and upload required documents through your secure portal:

• Last 3 years of tax returns
• Recent pay stubs or income statements
• Bank statements (last 3 months)
• Asset documentation (property, vehicles, investments)
• Monthly expense records
• All IRS correspondence and notices

Step 5: Review Resolution Options

Your tax professional will present tailored strategies based on your situation:

• Installment Agreement: Monthly payment plans you can afford
• Offer in Compromise: Settle your debt for less than you owe
• Currently Not Collectible: Temporary payment suspension due to hardship
• Penalty Abatement: Reduce or eliminate penalties and interest

Learn more about these options in our comprehensive comparison guide.

Step 6: Case Submission & Tracking

Once you approve the strategy:

1. Review and sign necessary forms
2. Your tax professional submits to the IRS
3. Track progress through your portal dashboard
4. Receive updates on case status

Step 7: IRS Response & Next Steps

Your tax professional will handle all IRS communications:

• Respond to requests for additional information
• Negotiate terms when applicable
• Keep you informed of all developments
• Explain any decisions or requirements

Step 8: Resolution & Compliance

Once your case is resolved:

• Review final terms and conditions
• Set up payment arrangements if applicable
• Understand ongoing compliance requirements
• Plan for future tax obligations

Tips for Success

Working with Your Tax Professional

Your tax professional is your advocate throughout this process:

• They have expertise in tax resolution strategies
• They handle all IRS communications on your behalf
• They protect your rights and interests
• They provide ongoing support and guidance

Need Help?

If you have questions about using the portal or your case status, contact your tax professional directly. They have access to all case details and can provide personalized assistance.