Stop Waiting on Hold With the IRS.
Scale Your Case Volume.
Reclaim your billable hours. Hire a managed Tax Resolution Admin VA to pull transcripts, prep 433s and OICs, chase clients for bank statements, and wait on hold with the Practitioner Priority Service (PPS)—all overseen by a free Project Manager.
PROFICIENT IN TOP TAX RESOLUTION SOFTWARE
End-to-End Tax Resolution Back-Office Support
From aggressively pulling transcripts on e-Services to waiting on hold with PPS, our trained VAs handle the tedious backend so you can focus on negotiating with the IRS and closing new clients.
IRS Comms & Transcripts
Stop losing hours to hold music. Delegate the initial IRS contact and data-gathering phase.
- PPS Hold Management: Your VA waits on hold with the Practitioner Priority Service and conferences you in when an agent answers.
- Transcript Pulls: Downloading Account, Wage & Income, and Record of Account transcripts via IRS e-Services (with proper CAF auth).
- Compliance Checks: Reviewing transcripts to build clear compliance summaries for unfiled years or outstanding balances.
Case & Form Assembly
Offload the tedious data entry of financial forms so you can review and sign the final packages faster.
- 433-A / 433-B Prep: Inputting client financials, asset values, and allowable living expenses into Collection Information Statements.
- Form 2848 & 8821: Drafting Power of Attorney and Tax Information Authorization forms for your final review and client signature.
- OIC Packages: Assembling Offer in Compromise packages (Form 656) including all required supporting bank statements and schedules.
Client Onboarding & Chase
Keep cases moving forward by having a dedicated assistant relentlessly follow up on missing documents.
- Document Chasing: Relentless (but polite) email and phone follow-ups requesting missing bank statements, pay stubs, and voided checks.
- Portal Management: Organizing uploads within Canopy, TaxDome, or your secure client portal for easy EA/CPA access.
- Status Updates: Sending weekly or bi-weekly case status updates to anxious clients to reduce inbound call volume.
Systematize Your Practice.
Zero Security Risks.
In tax resolution, data security and accuracy are non-negotiable. Sagedoer delivers a highly trained Admin VA, backed completely by a dedicated Project Manager who enforces strict confidentiality protocols and QA checks forms before you see them.
Centralized Time Tracking
Pay exclusively for hours spent actively pulling transcripts, on hold with PPS, or assembling forms.
Up to 70% Overhead Savings
Bypass expensive local paralegals or admin staff. Access specialized resolution support on flat-rate models.
Free PM Supervision
Your Project Manager acts as your QA lead—reviewing 433s against bank statements for basic data entry errors before your final EA review.
Strict Confidentiality
VAs work strictly within your secure portal environments (like Canopy/TaxDome) using permission-scoped roles.
The Delegation Workflow
The Sagedoer Admin Standard
Why high-volume Tax Resolution firms and solo practitioners trust Sagedoer over traditional freelance platforms.
| Operations | Traditional Platforms |
THE SMART CHOICE
Sagedoer
|
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must constantly follow up to see if transcripts were pulled | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent leads to messy 433-A data entry | Internally vetted, rigorously trained operational experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Security & Privacy | Unknown security protocols with sensitive SSNs and financials | Strict portal-only workflow rules enforced by your PM |
| Staff Turnover | If your VA quits, your case pipeline halts entirely | Seamless internal replacements with zero workflow disruption |
Structured Professional Pricing
Enterprise-grade admin support, without the expensive local paralegal retainer.
Part-Time
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Billable strictly for active case prep tasks
- Dedicated Project Manager included
- Free management & QA audits
- Zero startup, setup or onboarding fees
- Cancel or adjust hours anytime
Full-Time
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Dedicated full-time administrative support
- Dedicated Project Manager included
- Unlimited PPS hold calls and transcript pulls
- Zero startup, setup or onboarding fees
- Seamless internal replacement coordination
4.9/5 RATING • TRUSTED BY ENROLLED AGENTS & TAX ATTORNEYS
"Our firm was losing 15+ hours a week just waiting on hold with the IRS Practitioner Priority line. Our Sagedoer VA handles all the holds now and transfers the call to my cell the second an agent answers. Life changing."
"The data entry for Form 433-A used to bottleneck our entire pipeline. Now, the VA organizes the client's messy bank statements into Canopy and pre-fills the forms. The PM even catches discrepancies before my final review."
"We hired Sagedoer strictly for transcript pulls. The VA securely accesses IRS e-Services using our scoped permissions, downloads all Wage & Income transcripts, and drops them perfectly into our TaxDome client files."
"Our firm was losing 15+ hours a week just waiting on hold with the IRS Practitioner Priority line. Our Sagedoer VA handles all the holds now and transfers the call to my cell the second an agent answers. Life changing."
"The data entry for Form 433-A used to bottleneck our entire pipeline. Now, the VA organizes the client's messy bank statements into Canopy and pre-fills the forms. The PM even catches discrepancies before my final review."
"We hired Sagedoer strictly for transcript pulls. The VA securely accesses IRS e-Services using our scoped permissions, downloads all Wage & Income transcripts, and drops them perfectly into our TaxDome client files."
Frequently Asked Questions
Is it legal for a VA to call the IRS Practitioner Priority Service (PPS)?
How do you handle sensitive client financial data and SSNs securely?
Can the VA fill out an Offer in Compromise (Form 656) and 433-A?
Why do I need a Project Manager if I am hiring an Admin VA?
Ready to Clear Your Case Backlog?
Stop letting manual document chasing and IRS hold times dictate your firm's growth ceiling. Delegate your resolution back-office to Sagedoer's experts.