When someone can’t pay their taxes, many firms treat the situation as a marketing opportunity. At Protection Tax, it’s treated as a legal concern that requires precision, discretion, and compliance.
The firm’s internal framework for hardship cases—called the Legitimate Review Path—prioritizes facts over projections and verification over persuasion. That means no one is encouraged to apply for relief they don’t qualify for, and no promises are made without documentation to support them.
For clients in genuine financial hardship, Protection Tax conducts a full income and expense review, compares the data to IRS hardship thresholds, and determines whether options like Currently Not Collectible (CNC) status are a viable and defensible route. If they are, the firm builds the case to withstand IRS review—including detailed financial disclosures, household expense validation, and records of hardship events like job loss, medical issues, or caregiving obligations.
But the process doesn’t end at approval. Because IRS hardship status is often reviewed annually, Protection Tax continues to monitor eligible cases for changes that could affect standing. Clients are supported not only in securing relief—but in maintaining it legally.
This isn’t a firm that tells people what they want to hear. It’s a firm that builds what the IRS needs to see—and makes sure the taxpayer is protected at every step.
