Inside Our IRS Investigation: The First Step to Tax Relief

Chad Dickinson • June 20, 2025

Start Smart: Why We Always Begin with an IRS Investigation

Before we ever quote you a price or recommend a tax resolution strategy, we always start with one essential step: an IRS investigation.

Why?

Because just like you wouldn’t bid on a construction project without walking the site, we don’t believe in guessing when it comes to your taxes.

At Arch Tax, we take the time to do our due diligence upfront. That means requesting your IRS account records, speaking directly to the IRS through the Practitioner Priority Unit, and reviewing every detail of your file—so we can build an accurate roadmap for resolution.

What’s Included in Our IRS Investigation?

When you authorize us with IRS Form 8821, we contact the IRS and gather:


  • Your current balances owed
  • A list of unfiled tax returns
  • Collection expiration dates
  • Lien filing status
  • Revenue officer assignments
  • Any open examinations
  • Your full filing and income history via IRS transcripts


This information is used to evaluate your eligibility for IRS Fresh Start programs, assess the timeline for resolution, and most importantly, give you clarity and control over your next step.

Know Before You Hire

Most people we talk to have no idea what’s really happening inside their IRS account. That’s not your fault—the IRS isn’t exactly known for clarity.


But if you're going to hire someone to fix a complex tax issue, wouldn't it feel better knowing exactly what you're dealing with first?


That’s why our investigation is always step one.

Want to get started?

We make it easy. Contact us today to begin your IRS investigation and get the information you need to make an informed decision.

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