About Us
Why WG Tax Solutions?
At WG Tax Solutions, we believe no one should have to face the IRS alone. Founded on over 20 years of experience in the financial services industry, our firm specializes in helping individuals and small businesses find relief from overwhelming tax problems.
I first became interested in tax resolution after seeing how intimidated people were by the tax process—and how much fear an IRS notice could create. Too often, hardworking Americans live with tax problems for months or even years, assuming nothing can be done. That’s where I step in.
With a background in financial strategy and a passion for advocacy, I work directly with clients to understand their situation, explain their options in plain language, and develop a personalized plan for relief. From preparing unfiled tax returns to negotiating payment plans, reducing penalties, or pursuing offers in compromise, my goal is always the same: to protect your finances, your family, and your peace of mind.
WG Tax Solutions is built on trust, professionalism, and results. Every case is unique, but one thing remains constant—our commitment to guiding you through the IRS maze with clarity and compassion.
Let’s work together to put your tax problems behind you and start fresh with confidence.
How it Works
Your Path to Tax Relief
Step 1: Free Consultation
We start with a confidential consultation to discuss your IRS concerns and complete a short financial questionnaire. This gives us a high-level understanding of your situation and helps determine the next steps.
Step 2: Transcript Review & Compliance Check
Before taking any action, we conduct a deep IRS transcript review going back 10 years. This step is critical because it allows us to:
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Verify your balances, penalties, and interest
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Identify unfiled or missing tax returns
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Spot compliance issues that must be corrected
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Determine eligibility for programs like Offers in Compromise, payment plans, or hardship status
Note: Transcript review is required before we move forward with any resolution services. It ensures accuracy and protects you from surprises down the road.
Step 3: Personalized Resolution Plan
After reviewing your transcripts, we build a strategy tailored to your unique circumstances. Depending on your case, this may include:
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Preparing and filing unfiled returns
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Setting up an affordable installment agreement
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Requesting penalty abatements
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Negotiating an Offer in Compromise
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Applying for hardship (Currently Not Collectible) status
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Releasing wage garnishments, bank levies, or liens
You’ll know exactly what options you qualify for — and what steps we’ll take to achieve the best possible outcome.
At WG Tax Solutions, we take the guesswork out of resolving IRS problems. Every case begins with a thorough review of your IRS transcripts, because without knowing exactly what the IRS has on file, no resolution plan will work. Here’s how our process works:
Step 4: Resolution & Relief
Once your resolution plan is approved, we represent you directly with the IRS to stop collections and implement the solution. Throughout the process, we keep you informed, answer your questions, and work toward one goal: giving you peace of mind and a fresh financial start.
Transcript Review – The Foundation of Tax Resolution
Why Transcript Review Matters
Before we can solve your tax problems, we need to know exactly what the IRS knows about you. That’s why every case at WG Tax Solutions begins with a comprehensive IRS transcript review.
IRS transcripts contain a detailed history of your tax account — balances, penalties, interest, unfiled returns, compliance issues, and collection activity. Without this information, any attempt to negotiate or resolve your case is incomplete.
Think of it as pulling your credit report before applying for a mortgage — we must see the full picture before moving forward.
What We Do in a Transcript Review
When you authorize WG Tax Solutions to represent you, we request and analyze your IRS transcripts going back 10 years. Our review includes:
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Identifying missing or unfiled tax returns
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Confirming balances, penalties, and interest
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Checking for IRS compliance issues
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Reviewing collection statutes (expiration dates on tax debt)
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Spotting opportunities for penalty reduction or settlement programs
This process allows us to create a precise, customized strategy for resolving your tax debt.
Why It’s Required
Many taxpayers try to fix IRS problems on their own or with incomplete information — and end up frustrated, paying more, or facing aggressive collection actions. Our transcript-first approach ensures:
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No surprises from hidden IRS records
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Correct and complete filings
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Stronger negotiation leverage with the IRS
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A roadmap to the best available resolution option
Transcript review is a required step before we move forward with resolution services.
What Comes After Transcript Review
Once your transcripts are fully analyzed, we’ll meet to discuss your eligibility for programs such as:
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Payment Plans / Installment Agreements
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Penalty Abatement Requests
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Offers in Compromise (Tax Settlements)
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Currently Not Collectible Status (hardship)
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Wage Garnishment, Levy, or Lien Relief
You’ll have a clear picture of where you stand and how we’ll get you to resolution.
Why Choose Us?
Required 10-year IRS transcript review for accuracy
Clear, step-by-step approach — no guesswork
Over 20 years of experience in financial services
Trusted, local representation in Dallas-Fort Worth and beyond
Testimonials
What Our Clients Say
David T.
"WG Tax Solutions provided invaluable support in resolving my credit issues. Their professionalism and dedication were truly commendable."
Sophia M.
"I am grateful for the expertise and personalized attention I received from WG Tax Solutons Advisory Group. They made the entire tax resolution process smooth and efficient."
Thomas W.
"I highly recommend WG Tax Solutions for their exceptional service and commitment to achieving the best results for their clients."