Get Help Navigating an IRS Tax Investigation Before It Escalates in New Jersey

An IRS tax investigation is the process of reviewing your full federal account, pulling transcripts for all open years, identifying outstanding balances and assessments, calculating Collection Statute Expiration Dates, and mapping every resolution option available to you. Clean Slate Tax conducts a thorough tax case review as the foundation of every engagement before recommending any path forward strategy.

What a Tax Investigation Uncovers

IRS Criminal Investigation vs. Civil Tax Examination

When most people hear “tax investigation,” they think of a criminal probe. IRS Criminal Investigation (CI) handles cases involving tax fraud, money laundering, and willful evasion. CI cases represent a very small fraction of all IRS matters. The vast majority of IRS issues are civil — unpaid taxes, unfiled returns, and collection disputes — which are handled through the IRS Automated Collection System and field revenue officers.

If you have received a visit from an IRS special agent or a Criminal Investigation referral letter, contact Clean Slate Tax at 1-888-588-5429 immediately and do not speak to the IRS without representation.

Not sure what you owe or how many years are open?We pull your IRS transcripts, build the full picture, and tell you exactly where you stand before recommending anything. Call 1-888-588-5429 Now

Why Investigation Comes Before Any Resolution

Many taxpayers who try to resolve their IRS issues without professional help make the mistake of calling the IRS directly before knowing their full account status. The IRS collection representative may mention options that sound favorable but do not account for your CSED dates, your actual RCP, or abatement opportunities. Without a full transcript review, you may accept a worse resolution than you qualify for or inadvertently waive important rights.

Clean Slate Tax never recommends a resolution strategy until the investigation is complete. You do not pay for a plan we have not verified will work for your specific situation.

Anthony Surace, CPA, founded Clean Slate Tax with more than 20 years of experience in IRS transcript analysis, account investigation, and pre-resolution strategy development. A Rutgers University graduate and member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, Anthony and his team have helped thousands of clients across the country resolve their IRS and state tax issues. Clean Slate Tax carries a 4.8 out of 5 Google rating. Call 1-888-588-5429 for a free case review.

Common Questions About Federal Tax Examinations and Inquiries

How do you get my IRS transcripts without my involvement?

Once you sign Form 2848 authorizing us to act on your behalf, we request your transcripts directly from the IRS through the Practitioner Priority Service. We obtain all relevant transcript types including wage and income transcripts, account transcripts, and return transcripts for all applicable years.

How long does a tax investigation take?

Clean Slate Tax typically completes the initial transcript review and account analysis within 3 to 5 business days of receiving your signed authorization. More complex cases involving multiple years of unfiled returns or active enforcement actions may take longer to fully map.

What if the investigation finds more debt than I expected?

This is common, especially for taxpayers with Substitute for Return assessments they were unaware of. Uncovering the full scope of the issue is always better than resolving only part of it and discovering additional assessments later. Clean Slate Tax presents the full picture and builds a resolution strategy that addresses everything.