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Fidelity Tax Relief

in Tax Relief Companies from Fidelity Tax

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Fidelity Tax Relief

Unaffiliated

in Tax Relief Companies from Fidelity Tax

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Fidelity Tax Relief Review

Where does Fidelity Tax Relief do business?

Fidelity Tax Relief is a tax relief company based in Tustin, CA. The company was founded in 2014 and offers tax relief services to individuals and businesses in 50 states (and Washington, DC).

Key takeaways:

  • Both tax attorneys and enrolled agents may represent your case. While Fidelity Tax Relief does have tax attorneys on staff, they also employ enrolled agents to handle less complex cases.
  • Upfront retainer required. Fidelity Tax Relief requires a retainer fee to start working on your case.
  • State tax relief. Also provides tax relief services for state tax debt (state availability varies).

Fidelity Tax Relief Pros and Cons:

Pros Cons
  • Family owned firm.
  • Variety of tax relief services offered
  • Has enrolled agents and tax lawyers on staff
  • Does not provide a clear schedule of fees.
  • No weekend hours or call center.
  • Charges a retainer.
  • Is not transparent about its average fees.
  • Does not offer flexible payments.
  • Does not offer a money back guarantee.

How much does Fidelity Tax Relief charge for its tax relief services?

Fees vary depending on the size and complexity of each case.

Fidelity Tax Relief does not offer flexible payments, which may be a problem if you don't have the savings to pay the fees in one go. Fidelity Tax Relief does not offer a money back guarantee.

Fidelity Tax Relief Pricing
Description Amount
Flexible Payments? No
Money Back Guarantee? No
Retainer Fee? Yes

What is the minimum tax debt Fidelity Tax Relief will consider?

Fidelity Tax Relief has no minimum debt requirements. They will consider all cases if there is an opportunity to add value.

What kind of tax cases can Fidelity Tax Relief handle?

Fidelity Tax Relief provides assistance to taxpayers for a wide selection of tax issues. These include:

What type of customers does Fidelity Tax Relief consider?

Fidelity Tax Relief deals with personal AND business tax relief cases. Some tax attorneys specialize in one or the other.

What type of Currently Not Collectible cases does Fidelity Tax Relief consider?

Currently not collectible (or CNC), means the IRS has determined you don't have the assets or the income to repay your tax debt. In such cases, the IRS stops the collection process until your financial situation improves. Some tax relief companies will either not accept cases with CNC status or have a policy to only take cases that fall within a maximum term before the CNC status expiration.

Fidelity Tax Relief will not consider tax cases that are currently not collectible.

What type of Installment Agreement Cases does Fidelity Tax Relief consider?

If a taxpayer already has an affordable installment agreement with the IRS, there may not be much a tax relief company can do to help. Which is why some tax relief companies will not take on these cases.

Fidelity Tax Relief will not consider taxpayers who have an installment agreement.

In fact, they will consider cases with an installment agreement when the taxpayer is not even at risk of default.

Does Fidelity Tax Relief have the staff to provide in-house services?

No, Fidelity Tax Relief partners with third party service providers who negotiate on behalf of the clients they enroll.

Fidelity Tax Relief In-House Services
Description Offered?
CPAs on Staff? Yes
Enrolled Agents on Staff? Yes
Tax Attorneys on Staff? Yes
In-House Servicing? No

Does Fidelity Tax Relief have tax attorneys on staff?

Yes, Fidelity Tax Relief has tax attorneys on staff. Tax relief companies that employ tax attorneys offer an important advantage. Tax lawyers are highly specialized professionals who typically need a Juris Doctor degree, advanced training in taxation law, and pass a state bar exam. Read this article for more details on when you should consider hiring a tax attorney.

Does Fidelity Tax Relief have enrolled agents on staff?

Yes, Fidelity Tax Relief has enrolled agents on staff. Enrolled agents are certified tax professionals who either have five years experience working with the IRS or have passed a comprehensive examination. They are qualified to represent individuals and businesses before the IRS.

Does Fidelity Tax Relief have Certified Public Accountants (CPAs) on staff?

Yes, Fidelity Tax Relief has certified public accountants (CPAs) on staff. CPAs are experts in keeping / auditing financial records, tax strategy and financial planning advice.

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Contact

  • Headquarters
  •   17742 Irvine Blvd
    Tustin, CA 92780
  •   Visit Site

Hours of Operation

Pacific Time
  • Sunday Closed
  • Monday 9:00am - 6:00pm
  • Tuesday 9:00am - 6:00pm
  • Wednesday 9:00am - 6:00pm
  • Thursday 9:00am - 6:00pm
  • Friday 9:00am - 6:00pm
  • Saturday Closed

About Fidelity Tax Relief

Availability

  Available in 50 states and Washington, D.C.
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Washington, DC
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

Feature Breakdown

Employment Statuses Considered
  • Employed Full-Time
  • Employed Part-Time
  • Other
  • Retired
  • Self-Employed
  • Unemployed
CPAs On Staff  
Enrolled Agents On Staff  
Tax Attorneys On Staff  

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