Pricing for Streamlined Installment Agreement

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  • #43986
    Gary Massey
    Participant

    I understand that Eric recommends a flat fee of $1,500 for a streamlined installment agreement. Has anyone had pushback regarding this fee, since a streamlined agreement is basically just a phone call?

    Thanks, TRN Team!

    #44026
    James Wade
    Participant

    Gary,

    I’ve never had pushback. Often the client just doesn’t want to deal with the hassle and need someone to do it for them. Let’s not forget that it is not just a phone call. You have to look at transcripts for first time abatement or other issues. You then have to make sure you have all the information needed to set up the agreement. So it is a bit of work.

    The flat rate also covers the other cases that go sideways. Sadly a lot of cases seem to quickly stray from anything close to “streamlined”.

    Good luck.

    Jim Wade

    #44073
    Michael Diyanni
    Participant

    I charge $2,900 flat fee. You never know what issues may arise plus you are offering additional services

    1. Financial Analysis
    2. Transcript Analysis
    3. First Time Penalty Abatement – The largest I’ve had by just asking is $30,000 the computer runs this if Approved they get a letter.
    4. Tax Return Reviews for audit risk

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