Fortress Financial Services Inc. started in 2003 and is based in Bend, Oregon. The company provides a wide range of tax relief services and solutions. Fortress Financial Services, Inc. utilizes a team of licensed tax attorneys.

Fortress Financial Services, Inc. claims to be the only sizable tax resolution company where every case is handled personally by a licensed attorney who practices back tax resolution exclusively.

The company's attorneys go through rigorous one-on-one training of 500 hours or more with one of the leading tax resolution attorneys in the industry prior to handling cases.

Additionally, Fortress Financial Services' attorneys have over 60 years of tax resolution experience at Fortress.

While Fortress Financial Services is a member of the National Association of Tax Resolution Companies, it does not appear to be a member of top professional associations in the industry, including the American Society of Tax Problem Solvers (ASTPS), the National Association of Tax Professionals (NATP), or the National Association of Enrolled Agents (NAEA).

However, clients can be confident that each of Fortress Financial’s team members is a licensed attorney and brings a high-level of tax law expertise to their cases.

The Good

  • Tax Relief Services
  • Trained Attorneys
  • The Process
  • Money-Back Guarantee

Tax Relief Services

Clients can enjoy a free, no-obligation consultation that allows Fortress Financial to grasp the client's unique tax situation. Fortress Financial works with experienced tax attorneys that can help clients with a variety of tax problems.

The attorneys specialize in tax issues like wage garnishments, levies, seizures, business and personal assets, etc. They can also help protect bank accounts, and accounts receivable.

The company offers multiple tax resolution services, like installment agreements, offers in compromise, penalty abatements, innocent spouse relief, and more.

An installment agreement is a payment plan set up with the IRS or state tax department that allows taxpayers to meet their full tax liability over time with affordable payments.

An offer in compromise is a debt settlement agreement with the IRS. It allows taxpayers to pay the IRS less than their current tax debt if the offer is accepted.

Penalty abatement is trickier to have approved. It removes penalties for unpaid taxes. These penalties include wage garnishments, levies, and liens.

Trained Attorneys

All Fortress Financial's attorneys are highly experienced in the tax industry and come from top-tier law schools. Additionally, the attorneys each go through a rigorous one-on-one training period of 500 hours with a top tax resolution attorney in the industry.

The Process

Potential clients can first take advantage of a free, no-obligation consultation. If they decide to contract with Fortress Financial, they will fill out some easy intake paperwork, and then be assigned to a tax attorney.

The company guarantees that the case will personally be handled from start to finish by an experienced tax attorney. The ability to work directly with a tax attorney is one of the most valuable features of Fortress Financial Services.

Money-Back Guarantee

If one goes through with the initial attorney consultation and does not feel comfortable, they can back out of all services within 24 hours to receive a full refund.

The Bad

  • Missing Some Professional Memberships
  • No CPAs or Enrolled Agents

Missing Some Professional Memberships

Even though Fortress Financial does not appear to be a member of top professional associations in the industry, including the American Society of Tax Problem Solvers (ASTPS), the National Association of Tax Professionals (NATP), or the National Association of Enrolled Agents (NAEA).

Fortress Financial Services does not employ enrolled agents, so the lack of NAEA membership should not be concerning.

Additionally, all attorneys must pass their state’s bar exam before they can practice law. The ability to pass the bar exam demonstrates a lawyer’s legal knowledge.

Fortress Financial Services is dedicated to having effective lawyers on staff, so it also provides additional training to lawyers on its team. The opportunity to work with a licensed attorney with tax law expertise and get legal advice is an advantage of choosing Fortress Financial's relief services.

No CPAs or Enrolled Agents

Fortress Financial exclusively works with a team of six tax attorneys. The company sees this as a good thing since everyone on the team is extremely qualified and trained. It argues that attorneys usually possess negotiation skills that are superior to accountants.

However, some may be disappointed that there are no CPAs or enrolled agents on staff to help round out the team, especially if they are interested in a broad range of tax services including tax preparation.

The Bottom Line

Fortress Financial Services Inc. offers a variety of resolution services, and the company utilizes a team of highly trained attorneys. An attorney is assigned to personally handle each client's case from start to finish.

While Fortress Financial Services does not have all of the professional memberships in the industry, its lawyers are highly trained and qualified. Additionally, the money-back guarantee is only valid for a very short period of time; however, Fortress Financial's pros outweigh the cons. The company is worth exploring, alongside other companies, for tax relief services.

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User Reviews

Star Rating

4.7
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19 Reviews

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Donald Sullivan
November 22nd, 2019 Lynden, WA DETAILS
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The Fortress Financial Services team could not have made this any easier for me. They were consistently on top of communication between the IRS and me and made me feel like I was being taken care of every step of the way.

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Reply from Fortress Financial Services, Inc.

Nov 22, 2019

Thank you Donald! Having tax problems is no one's idea of fun, and we do our best to make the process as simple and painless as possible.

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Carrie Brillis
November 22nd, 2019 DETAILS
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Art helped me with my financial issues with the Dept of Revenue. He explains things clearly and speaks in a manner I can understand in relation to legal terms. He cares about his customers and goes above and beyond to help get things done in a timely manner. I cannot say enough good things about him and fortress. Highly recommend them!

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Reply from Fortress Financial Services, Inc.

Dec 04, 2019

Thank you Carrie! It was a pleasure to be of service. Thank you for the kind words, and we wish the best for you, Happy Thanks Giving!

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George W. Akin
November 20th, 2019 Austin, TX DETAILS
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In light of our aggravating IRS situation, Seyward helped us coordinate information by providing easy-to-follow directions in a genial, reassuring manner- that was just what was needed as we navigated unknown waters with that invidious, intimidating agency. Regarding her boss- David P's no-nonsense approach and diligent efforts to find an accountable principal at the IRS with whom to negotiate produced almost instantaneous results, and we were able to overcome the initial hardships imposed by the IRS without further financial fallout. These are the folks to call for no-hassles outcomes in your favor.

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Reply from Fortress Financial Services, Inc.

Nov 22, 2019

Thank you for your business and for taking the time to share about your experience working with our team!

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Dee C
October 28th, 2019 New York, NY DETAILS
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Fortress Financial was super helpful in dealing with my tax issue. They are fairly easy to communicate with, and are adept at keeping the consumer calm.

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Reply from Fortress Financial Services, Inc.

Nov 19, 2019

Thank you for your feedback, Dee. We're so glad we were able to help!

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Deb Harris
October 4th, 2019 Wilson, NC DETAILS
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It was an easy experience because of their expertise .

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Reply from Fortress Financial Services, Inc.

Dec 04, 2019

Thank you Deb, it was a pleasure to be of service to you.

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Diana
October 2nd, 2019 Virginia Beach, VA DETAILS
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Fortress came to our assistance when all other options failed when negotiating with the Internal Revenue Service. The IRS agent was difficult to work with. When we contacted Fortress that took care of the problem immediately. They were able to negotiate a payment plan that fit into our budget. Artour, the tax attorney and Nick his assistant were completely hands on and persistent until the matter was resolved. I would recommend them to anyone who has a tax related issue. They take the stress out of your life and work directly with the IRS or state tax agency. Thank you Fortress. Diana

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Reply from Fortress Financial Services, Inc.

Oct 03, 2019

The experience you described is exactly what we strive for with each and every one of our valued clients. Thank you so much for your business and for taking the time to provide feedback!

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Susan J
September 6th, 2019 Newfield, NJ DETAILS
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Through a series of miscommunications we ended up with a pretty substantial tax penalty and lien. We tried to resolve it ourselves and with our corporate attorney and accountant but did not get anywhere with the IRS. Jeremy was able to get the the penalty reduced to almost nothing with one letter. They had the expertise and contacts to resolve the problem quickly and easily.

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Reply from Fortress Financial Services, Inc.

Sep 06, 2019

Thank you so much for your business and for taking the time to share about your experience working with our staff! Many people don't understand that tax resolution is a very small niche within a very large tax industry. Few accountants and tax attorneys have much experience in resolving back tax debts, and your experience underscores how important it can be to have not just a tax pro, but an actual tax resolution pro on your side when it comes to resolving a tax liability. We're delighted that things turned out so well with your case!

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Tina C
August 21st, 2019 Uniontown, PA DETAILS
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If you're having a tax issue and not sure which solid company to turn to, you can feel confident that Fortress is the choice for you! They walk you through the entire process, do NOT over charge you(given the situation you're already in), and actually HANDLES improving your situation!

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Reply from Fortress Financial Services, Inc.

Nov 19, 2019

Thank you so much Tina! Our staff really enjoyed working with you, and knowing you were happy with our services makes us happy!

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IH
August 1st, 2019 Crystal Lake, IL DETAILS
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Jeremy and Janet have been very helpful throughout the entire process. They have been excellent at explaining everything so we can easily understand. It is a lengthy process, but that's to be expected with the IRS. We have manageable payment plans in place for our IL taxes and are hoping for the same result with our outstanding IRS taxes.

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Reply from Fortress Financial Services, Inc.

Aug 01, 2019

Thank you so much for your business and for sharing about your experience working with our staff! The amount of time it takes to resolve a tax liability varies widely depending upon the circumstances and the resolution strategy. Although rare, we've had cases that have been resolved the day we accepted the case. We do strive to move all cases along at a brisk pace. Your in great hands with Jeremy and Janet, and we would expect that they will secure great terms for you with the IRS just as soon as they can. Thank you again for being one of our valued clients!

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Donald N.Williams
July 23rd, 2019 Miami, FL DETAILS
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Fortress provided me with excellent service and guidance with the IRS tax liabilities that has been resolved since June 2018. I would recommend to anyone that Fortress Financial Services would be there you just like they was there me. Excellent..!!!!!!!

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Reply from Fortress Financial Services, Inc.

Nov 22, 2019

Thank you Donald! Our staff truly enjoyed working with you and we're so happy that we could help!

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Mark Cookson
July 16th, 2019 Paris, TN DETAILS
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Fortress Financial has been a wonderful company to deal with. They were friendly helpful and professional. They collected my information and had results within just a couple days. What a relief and a pleasure to work with. I recommend there services to everyone.

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Reply from Fortress Financial Services, Inc.

Jul 16, 2019

Thank you so much, Mark! We're delighted that you had such a great experience working with our staff and strive to provide the same to all of our valued clients!

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Dan O
June 28th, 2019 Hollister, CA DETAILS
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I interviewed several tax resolution services. Fortress provided references. My experience with Fortress and their attorney, David F, matched up with the references. David guided me through what was a very scary situation with the IRS. And what was finally negotiated was fair. This is a company that can be trusted.

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Reply from Fortress Financial Services, Inc.

Jun 28, 2019

Thank you so much for your business and your review!

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Sherrie
June 12th, 2019 Oklahoma City, OK DETAILS
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A "Michelle" from Fortress Financial called the company I work for several days ago. I knew it was a solicitation and asked directly if it was a solicitation. Michelle lied to me and said that it wasn't a solicitation. I asked if it was regarding tax matters and she replied in the affirmative. I then informed her that I was aware that her call, in fact, was to solicit business and asked her to put us on their "Do Not Call" List as I've been told to do by these tax resolution companies. The reason for this negative review is because these companies, Fortress Financial included, are very aggressive with their tactics and flat out LIE and say they aren't soliciting business when they actually are. This needs to be stopped. I did record the conversation and can provide the recording if needed. Today, 6/07/19, I received another call from Fortress Financial even though I told them to put them on their Do Not Call list. I have a picture of the phone display showing they called today and recorded the conversation even though the person on the other line said nothing and just hung up on me.

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Reply from Fortress Financial Services, Inc.

Jun 10, 2019

Please accept our apologies for the repeat unwanted phone calls. Our policy is to respect the wishes of people who don't want to be called. Please respond with a phone number and we will gladly add it as a blocked number in our system (making it impossible to make outbound calls). You can also call in and request a manager who can block your number from outbound calls.

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Layne Beller
May 24th, 2019 Fayetteville, AR DETAILS
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Small business can be very risky, and the consequences to that risk can be great whether good or bad. Sometimes things don't go as you hoped, and despite well intentions, tax burdens can begin to build up and spiral out of control. It can happen to anyone. It happened to me. I owed the IRS over $300k in back taxes, and penalties before meeting David and Sayward at Fortress Financial. With David's expertise and Sayward's hard work, we were able to settle with the IRS for only $5k!!! I don't know how they do it, but I recommend Fortress Financial for any tax issue big or small.

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Reply from Fortress Financial Services, Inc.

May 29, 2019

Thank you so much for your business and your review! We love saving our clients money and negotiating tiny settlements. We are really happy that we were able negotiate such a spectacular settlement for you!

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Kev
May 24th, 2019 Dana Point, CA DETAILS
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My experience with Fortress Financial was very positive and their results were beyond my exceptions. I would not hesitate to recommend them to anyone requiring negotiations with the IRS.

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Reply from Fortress Financial Services, Inc.

Dec 04, 2019

Thank you Kevin, We appreciate your kind words and your business.

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Jannet Schraer
April 29th, 2019 Vacaville, CA DETAILS
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My tax challenges were complex and time-consuming. Sayward B and David P hung in there through all the gruesome details of unraveling my 5+ year tax issues. They were patient and compassionate. They kept me focused and encourages and now I am not afraid of the IRA any more. It's a liberating feeling and I am deeply grateful for their expertise and kindness. Jannet

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Reply from Fortress Financial Services, Inc.

Apr 29, 2019

Thank you so much for your review and your business! Our staff really enjoyed working with you!

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Jana B
April 25th, 2019 Warren, ME DETAILS
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Everyone at Fortress Financial was amazing! They asked in-depth questions to determine my exact needs, dealt with the IRS on my behalf and were able to generate an AMAZING offer-in-compromise that has literally changed my life! They were always extremely prompt when answering any questions and have even checked up on me a few times after the fact. I cannot recommend them enough!

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Reply from Fortress Financial Services, Inc.

May 29, 2019

Thank you Jana! Our staff enjoyed working with you and we're delighted that we were able to play a role in changing your life for the better!

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Hy S.
April 17th, 2019 Hialeah, FL DETAILS
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I was hesitant to work with Fortress because I'd previously worked with a company that wasted a lot of my time and money. That was far from the case with Fortress. Fortress Financial helped me resolve tax matters that haunted me from years past so I can move on with my life. The communication was effective, thorough, and always courteous. The staff (even the assistants, which is often rare) are competent and knowledgable. They were able to maintain communication with the IRS and keep me abreast during the process. I received a favorable tax settlement with the IRS, and I know it was the folks at Fortress played an integral role in making it happen. I greatly appreciate having them work my file and I wish them all the best.

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Reply from Fortress Financial Services, Inc.

Apr 19, 2019

Thank you so much for your business and for your review! Our staff really enjoyed working with you and we are delighted with the outcome!

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Tracy Kraemer
April 15th, 2019 Trenton, NJ

I was very hesitant to call any lawyer about my tax issues.Just hearing about rip off Lawyers scared me .Boy am I glade I called them.Speaking to David P and his assistant Sayward B,change my mind.I highly recommend Fortress Financial.Words of advice ......Don’t wait as long as I did to ask for help....I can’t thank both of them enough.Im still doing the happy dance 🌻❤️🌻

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Reply from Fortress Financial Services, Inc.

Apr 19, 2019

When our clients are happy, we're happy! Thank you so much Tracy!

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