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From IRS Insider to Your Champion

After 14 years as an IRS Revenue Agent, I crossed over to become the advocate taxpayers desperately need. I know the system from the inside—and now I use that knowledge to protect you.

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My Journey: From IRS Agent to Your Advocate

A 14-year career inside the IRS gave me unparalleled insight into how the system works—and how to make it work for you.

2010

IRS Revenue Agent
Audited individual and small business tax returns within SB/SE Examination.

2018

Advanced Audit Experience

Worked specialized cases including refunds, penalties, high-income, and partnership audits.

2014

Independent Examiner

Handled complex audits involving partnerships, corporations, trusts, and fiduciaries.

2020

Criminal Investigation Support

Provided technical assistance and financial analysis for non-filer investigations.

2024

Transition to Advocacy

Shifted from enforcement to representing and guiding taxpayers.

Why Former IRS Experience Matters

My 14 years inside the IRS gave me knowledge that most tax professionals can only guess at. This insider perspective is your strategic advantage.

I Know How They Think

Understanding IRS agent psychology and decision-making processes

  • Audit selection criteria and red flags

  • Agent performance metrics and quotas

  • Internal review and approval processes

  • Settlement authority and limitations

I Know Your Rights

Deep understanding of taxpayer rights and IRS limitations

  • Taxpayer Bill of Rights protections

  • Statute of limitations knowledge

  • Collection due process rights

  • Appeal and review procedures

I Speak Their Language

Fluent in IRS procedures, codes, and internal communication

  • Internal Revenue Manual (IRM) expertise

  • Tax code interpretation and application

  • Proper documentation requirements

  • Effective communication strategies

I Know What Works

Proven strategies from thousands of successful resolutions

  • Offer in Compromise acceptance factors

  • Penalty abatement justifications

  • Installment agreement negotiations

  • Currently Not Collectible status criteria

This Knowledge Isn't Available in Textbooks

It comes from years of sitting on the other side of the desk, making the decisions that impact taxpayers' lives. Now I use that experience to protect yours.

Why I Left the IRS to Help Taxpayers

After 14 years as an IRS Revenue Agent, I witnessed firsthand how the system can overwhelm even the most honest taxpayers. I saw people lose their homes, businesses, and peace of mind—not because they were criminals, but because they didn't have someone who understood the system fighting for them.

  • The Turning Point

 

      Watching taxpayers struggle without proper                     representation made me realize where I truly                   belonged.

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  • The Mission

      Use my insider knowledge to level the playing field        and give taxpayers the advocate they deserve.

 

  • The Commitment

       Provide personalized attention and strategic                   expertise that puts your interests first, always.

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How IRS Experience Changes Outcomes

Real cases where insider knowledge can make the difference between financial devastation and successful resolution.

Offer in Compromise Strategy

A small business owner is facing approximately $180,000 in federal back taxes , with escalating IRS collection activity including lien filings and levy threats. The taxpayer’s financial situation is complex, with fluctuating income, allowable expenses near IRS thresholds, and limited equity in assets.

Insider IRS Knowledge Applied

A former IRS agent would understand:

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  • How reasonable collection potential (RCP) is actually evaluated in practice

  • Which financial thresholds commonly trigger deeper review

  • How IRS managers assess documentation credibility

  • How to present income, expenses, and asset values within IRM guidelines

 

This knowledge can significantly influence how an Offer in Compromise is positioned and reviewed.

 Illustrative Outcome (Not a Guarantee)

 In a scenario like this, a strategically prepared Offer in Compromise  could result in a  substantially reduced settlement  if the taxpayer qualifies  under IRS standards.

 Example Illustration:

 A liability of $180,000  could potentially be resolved  for a significantly lower  amount when eligibility criteria are met and documentation is presented correctly.

Illustrative Example — Penalty Abatement Strategy

A taxpayer is facing approximately  $95,000 in IRS  penalties  related to late filing and late  payment issues spanning multiple tax periods.

 While the underlying tax has been assessed, penalties significantly increased the overall  balance, creating financial strain and urgency.

Insider IRS Knowledge Applied

 A former IRS agent understands:

  • How IRS examiners and collections staff evaluate  reasonable  cause vs. first-time  abatement (FTA)

  • Which explanations are routinely rejected versus those supported by IRM guidance

  • How to properly structure documentation so it aligns with  internal IRS review  standards

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 This strategic insight can materially affect how a penalty abatement request is evaluated.

 Illustrative Outcome (Not a Guarantee)

In a scenario like this,  penalties may be reduced  or fully removed  when eligibility  requirements are met and the request is properly supported.

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 Example Illustration:

 A penalty balance of $95,000  could potentially be  abated in full  using first-time abatement and/or reasonable cause arguments, depending on the taxpayer’s  compliance history and facts.

Illustrative Example — Currently Not Collectible (CNC) Strategy

A retiree is facing IRS collection activity on approximately  $45,000 in federal tax debt ,  including a  levy on Social Security benefits , creating  immediate financial hardship.

 The taxpayer relies primarily on fixed retirement income and has limited ability to meet basic  living expenses while satisfying IRS payment demands.

Insider IRS Knowledge Applied

A former IRS agent understands:

  • How the IRS applies  Collection Financial Standards  to retirees and fixed-income  taxpayers

  • How to properly document hardship and allowable expenses

  • When  Currently Not Collectible (CNC)  status is appropriate  and how to present it  effectively

  • How levy release criteria are evaluated internally

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 This knowledge can be critical in protecting essential income.

 Illustrative Outcome (Not a Guarantee)

In situations like this, the IRS  may suspend active  collection  when financial hardship is clearly  demonstrated and eligibility criteria are met.

 

Example Illustration:

 A taxpayer facing a levy on Social Security benefits  could potentially qualify for  CNC status , resulting in a levy release and temporary suspension of collection  activity.

Disclaimer: The scenarios presented on this website are hypothetical and intended for educational purposes  only. They do not represent actual clients or outcomes. Tax resolution results vary based on  individual circumstances, IRS discretion, and compliance with applicable laws and regulations.  No specific result is guaranteed.

The Insider Advantage You Need

These results aren't luck—they're the product of knowing exactly how the IRS operates and what strategies actually work. Let me put that knowledge to work for you.

Ready to Have a Former IRS Agent on Your Side?

Stop facing the IRS alone. Get the insider expertise and strategic advantage that comes from 14 years inside the system. Your free consultation is the first step toward resolution.

  • No-Obligation Consultation. Discuss your case confidentially with no pressure

  • Immediate Case Assessment. Get expert analysis of your situation and options

  • Strategic Action Plan. Receive a clear roadmap to resolution

Call or Text

(956)531-4053

Email

info@trsolutionsllc.net

Available Hours:

Monday - Friday: 9:00 AM - 6:00PM

Saturday: 9:00 AM - 5:00 PM

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