Getting Started Guide

A step-by-step guide to help you navigate your tax resolution journey with Brevitax.

Step 1: Create Your Account

Begin by creating your secure Brevitax account. You'll need:

• Valid email address
• Phone number for verification
• Basic personal information

Account creation is free and takes less than 2 minutes. Your information is protected with bank-level security measures. Sign up now to get started.

Step 2: Complete Your Initial Assessment

Our intelligent assessment tool will help determine the best resolution strategy for your situation:

1. Tax Situation Overview: Describe your current IRS issues
2. Financial Assessment: Provide income and expense information
3. Documentation Review: Upload relevant tax documents and IRS notices
4. Goal Setting: Define your preferred resolution outcome

Step 3: Review Your Resolution Options

Based on your assessment, we'll present tailored resolution strategies:

• Installment Agreement: Monthly payment plans
• Offer in Compromise: Settle for less than you owe
• Currently Not Collectible: Temporary payment suspension
• Penalty Abatement: Reduce or eliminate penalties

Learn more about these options in our comprehensive comparison guide.

Step 4: Gather Required Documents

Document requirements vary by resolution type, but commonly needed items include:

• 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: Submit Your Case

Once you've selected your resolution strategy and gathered documents:

1. Review your case summary
2. Upload all required documentation
3. Confirm your contact preferences
4. Submit your case for professional review

Step 6: Professional Review & Strategy Refinement

Our tax resolution experts will:

• Conduct a comprehensive case review
• Verify documentation completeness
• Refine your resolution strategy if needed
• Prepare all necessary IRS forms and submissions

Step 7: IRS Submission & Tracking

We handle all IRS communications on your behalf:

• Submit applications and supporting documentation
• Respond to IRS requests for additional information
• Negotiate terms when applicable
• Provide real-time status updates through your dashboard

Step 8: Resolution & Compliance

Once your resolution is approved:

• Receive detailed terms and conditions
• Set up payment arrangements if applicable
• Access ongoing compliance support
• Monitor your account for future tax obligations

Tips for Success

Need Help Getting Started?

Our support team is available to guide you through each step of the process. Whether you're a taxpayer or a tax professional, we're here to help you succeed.