IRS Tax Relief Forms
The IRS forms listed on this page are those that are commonly used during the tax relief process. It is no secret that the IRS forms are available for those inclined to try to settle with the IRS themselves. However, we do not recommend them for those without a high-level of tax knowledge. Preparing your own tax resolution paperwork can end up costing you in many ways over the long run. There are traps and pitfalls all along the way. If you’re trying to cut corners by saving on professional fees, you could be making a big mistake. Your rights have to be protected throughout the process and you have to know what they are. The Taxpayer Bill of Rights lists your rights but falls far short in explaining what they actually mean. You may discover that you actually cost yourself more than what you would have invested to have your tax resolution paperwork prepared and any subsequent settlement negotiated correctly. It really is an investment because the return-on-investment for professional tax relief fees can be astounding when you consider how much can get knocked off of a tax bill from the IRS.
Five Reasons to Have a Professional Tax Settlement and Negotiation Team
- Experience — Our tax professionals are highly experienced in the field. They are able to draw upon decades of practice in resolving tax problems for business and personal tax issues. In addition to top-notch experience, all of our tax professionals are licensed Enrolled Agents.
- Knowledge — It takes quite a bit of tax knowledge to become an Enrolled Agent. There are fewer Enrolled Agents than there are lawyers and CPAs, neither of which is necessarily a tax professional. There’s a reason why. All Enrolled Agents must pass stringent exams; complete annual tax-based continuing education requirements; and adhere to a strict Code of Ethics to obtain and maintain the Enrolled Agent license from the US Treasury Department. The majority of our tax professionals also have a Master of Science in Taxation as well.
- Tax Resolution Software — We utilize an advanced computer software program to analyze our tax cases and produce the paperwork that we send to the IRS for our Clients. This software is amazing! It allows us to feed in financial data one time and model for different payment plans and settlements. It is impossible to do this yourself unless you use our software program. There are no erasure smudges on our forms. No recalculating to be done. What about those standards the IRS uses? People generally are better served by having their tax settlements handled by professionals. Using the right tools makes all the difference! And, knowing how to use them to create optimal solutions makes it all the more beneficial for our Clients. You can leave a bunch of money on the table if you do it wrong. Worse yet, you can fall into a trap with the IRS if you don’t know what to look out for when dealing with them directly.
- The Shield of Representation — When you retain us to work on your tax resolution case, a licensed Enrolled Agent will become your Representative before the IRS. A simple form makes this happen. At that point, the IRS is thereby instructed to only contact your Representative about your tax matters for the years listed on the form. Think of it as “lawyering up” with the IRS. It is. From then on, the IRS Revenue Agents and Revenue Officers will be calling your Representative directly. Now you have someone who will deal directly with the IRS on your behalf. And, not just anyone. You’ll have someone looking out for you that knows the ropes! You need someone who is familiar with the ins and outs of IRS policies and rules to effectively represent you while protecting your taxpayer rights.
- Peace of Mind — We help many Clients with tax problems and effectively negotiate settlements for them. But, when you get right down to it, our business is really one of providing Peace of Mind to our Clients. When they know they won’t have to deal directly with the IRS, it is a major burden lifted from their shoulders. They are able to sleep restfully at night. They don’t worry about their bank account being at zero in the morning. They don’t have a dreadful feeling when they check their mailbox wondering if another one of those IRS letters is in there. They don’t worry about whether they’ll keep getting their paychecks on payday. Our solutions help get our Clients heading in the right direction with their taxes while providing protection against devastating IRS collection activities. There can eventually be a day when the worries are gone. They vanish at some point with a successful tax resolution. But all along the tax resolution journey, you’ll have Peace of Mind knowing that everything is being competently handled for you. There are calm seas and sunshiny days ahead!
Caution: Use these forms at your own risk. The form you need for your particular tax matter may not be located on this page. We listed some of the most common tax relief forms. Be sure to check the Official IRS Website and make sure you’re using the latest version of the forms before using them.
NOTE: Some forms have those notoriously vague and confusing IRS instructions. It is important to print professional-looking forms to send to the IRS. If you send in handwritten forms, it just doesn’t look good. Use at your own risk!
Selected IRS Tax Relief Forms
IRS Form 433-A/Form 433-A (OIC) – Collection Information Statement for Wage Earners and Self-Employed Individuals
These forms are used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability.
IRS Form 433-B/Form 433-B (OIC) – Collection Information Statement for Businesses
These forms are used to obtain current financial information necessary for determining how a business can satisfy an outstanding tax liability.
IRS Form 433-D – Installment Agreement
Use this form to get an Installment Agreement (payment plan) with the IRS.
IRS Form 433-F – Collection Information Statement
Form 433-F is used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability.
IRS Form 656-B – Offer in Compromise Booklet
This booklet will lead you through a series of steps to help you calculate an appropriate offer based on your assets, income, expenses, and future earning potential. The application requires you to describe your financial situation in detail, so before you begin, make sure you have the necessary information and documentation.
IRS Form 656-L – Offer in Compromise (Doubt as to Liability)
If you have a legitimate doubt that you owe part or all of the tax debt, you will need to complete a Form 656-L Offer in Compromise (Doubt as to Liability). If you do not dispute the amount of the tax debt, you should not file a Form 656-L.
IRS Form 911 – Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order)
The Taxpayer Advocate Service (TAS) is your voice at the IRS. TAS may be able to help you if you’re experiencing a problem with the IRS and:
• Your problem with the IRS is causing financial difficulties for you, your family or your business;
• You face (or you business is facing) an immediate threat of adverse action; or
• You have tried repeatedly to contact the IRS, but no one has responded, or the IRS has not responded by the date promised.
IRS Form 4506 – Request for Copy of Tax Return
IRS Form 4506-T – Request for Transcript of Tax Return
IRS Form 8379 – Injured Spouse Allocation – Instructions.
File Form 8379 when you become aware that all or part of your share of an overpayment was, or is expected to be, applied (offset) against your spouse’s legally enforceable past-due obligations.
IRS Form 8857 – Request for Innocent Spouse Relief – Instructions.
If you believe, taking into account all the facts and circumstances, only your spouse or former spouse should be held responsible for all or part of the tax, you should request relief from the tax liability, including related penalties and interest.
IRS Form 9465 – Installment Agreement Request – Instructions.
Use Form 9465 to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice the IRS sent you).