Pro Discovery is the first step towards getting a Custom Roadmap and truly understanding your tax situation with the IRS and State tax departments. After your Pro Discovery is completed, you will have the option to tackle your tax problems using your Custom Roadmap, have a dedicated Transaccts Tax Pro resolve your tax matters, or a combination of the two.

PRO DISCOVERY pricing

$499

This Pro Discovery service will be conducted with the Internal Revenue Service (IRS) and will help determine your course of action for resolving Federal tax debt.  It includes the following:

Assigned Transaccts Tax Pro

IRS Power of Attorney

Federal (IRS) Discovery Report

Custom Roadmap

Scheduled consulting call with Tax Pro

IRS Collection Hold (if applicable)

$599 

This State Pro Discovery service will be conducted with a State Department of Revenue of your choice.  It will help determine your course of action for resolving State tax debt.  It includes the following:

Assigned Transaccts Tax Pro

State Power of Attorney

State Discovery Report

Custom Roadmap

Scheduled consulting call with Tax Pro

State Collection Hold (if applicable)

$899

This Federal and State Pro Discovery service will be conducted with a State Department of Revenue of your choice and the Internal Revenue Service.  It is an all-encompassing Discovery in to your tax matters and will reveal the best plan of action for resolving all tax debts.  It includes the following:

Assigned Transaccts Tax Pro

IRS Power of Attorney

State tax Power of Attorney

Federal Discovery Report

State Discovery Report

Custom Roadmap

Scheduled consulting call with Tax Pro

IRS & State Collection Hold (if applicable)


Pro Discovery: what we will accomplish

Power of Attorney

Transaccts Tax Pros are authorized to represent individuals and businesses before the Internal Revenue Service (IRS) and all 50 State tax departments.  Whether you’re an employee, self-employed, or a corporation- we can represent you.

Discovery Report

We will contact the IRS or State tax department by phone and uncover what tax debt is owed, what tax returns are not filed, what type of tax you owe, tax expiration dates, and much more. You will be given an intuitive and detailed report of the conversation so you know your status. We will also order important transcripts and deliver them to you digitally.

We will make the call

Contacting the IRS can be scary.  They have tactics to get personal and business details and might ask for banking information. Having an authorized representative call in your place is an effective way to stay safe from their questioning.

Custom Roadmaps

We’ll determine your best course of action and deliver custom, personalized Roadmaps that you can follow for resolving your tax problems. You can use the custom Roadmaps to fix your tax problems with very little background or knowledge of taxes.

Scheduled Consulting Call

You will be asked to schedule phone conversations with your Transaccts Tax Pro. You can ask your Transaccts Tax Pro questions, get guidance, and review your Discovery Report. Your Tax pro will be either an Enrolled Agent, Certified Public Accountant (CPA) or Tax Attorney.

IRS Collection Hold

The IRS will sometimes grant a temporary hold on collection activity, called a Stay of Collection. Although not guaranteed, we will attempt to issue a Stay of Collection to prevent involuntary collection activity on your account while you work to resolve your tax problems.

Assigned Tax Pro

Transaccts will assign a Tax Pro to your case.  Your Tax Pro will be your authorized representative who contacts the Internal Revenue Service and State tax departments on your behalf. They will also be your direct contact if you decide on a full-service program.

Preliminary Financials

Understanding your monthly income, expenses, personal assets, business assets, and other financial information is important for assessing which Roadmap and tax resolution program is best for you. Your Tax Pro will collect the necessary information from you so we can help you make an informed decision about how to fix your tax issues.

Frequently asked questions


Can I hire Transaccts for full-service?

Yes, of course! Pro Discovery is the place to start if you want Transaccts to resolve your tax problems or if you want to tackle the case yourself.  After we present you with your Discovery Report, we’ll include custom pricing for a-la-carte services that can help you resolve your tax problems.

Are Transaccts services tax deductible?

If you are a business owner or are self-employed, you can deduct our services as a business expense. As an employee, you can potentially itemize our services fees on your tax return (restrictions apply).

What does your Power of Attorney cover?

The IRS Power of Attorney (Form 2848) and State Power of Attorney forms only allow your Tax Pro discuss tax information with the IRS or State.  It is purely used to collect information. It prohibits your representative from making any sort of financial action on your account.

What information do you collect for preliminary financial analysis?

Your Tax Pro will gather basic information pertaining to income, expenses, and assets.  This is a basic assessment in to your financial condition and will not be used as a basis for preparing any tax resolution programs.

What if I have questions while following my Roadmap?

Our Roadmaps and Custom Roadmaps are very thorough.  However, Transaccts offers full-service and other a-la-carte services to help guide you through your tax resolution journey, including: consulting, hourly representation, form preparation, tax return preparation, and more.

Which payment methods do you accept?

We accept Visa or Master Card.  If your employer is part of our network, you can finance service fees through payroll deduction. Contact Support for more information.  We are compliant with regulations to keep your personal and payment information secured.

What happens after I pay for the Discovery Pro?

You will be contacted by a Transaccts Tax Pro that is appointed to your case. They will collect necessary information and documents from you in order to complete your Discovery Pro.

What information will you need from me?

To discuss your account with the IRS or State tax departments, we will need personal and/or business identifying information, including: Full legal name; Social Security Number; Employer Identification Number; Date of Birth; Addresses; and more. Our Tier 1 security processes will keep your information secure.

Have more questions? Contact us.