Notice or deadline
Identify the authority, general notice type, and timing without uploading the letter.
Tax resolution consultation request
A clearer first step for a complicated tax issue.
Organize the key facts behind a notice, balance, filing gap, or collection concern—without uploading private tax documents.
No SSN or bank detailsNo promised outcomeClear consent controls
Start with the concern
One intake, organized around the issue you actually have.
The form captures enough context for a focused first conversation. It does not decide eligibility, estimate savings, or ask you to expose sensitive records.
Balance or payment problem
Organize the approximate range, authority, and any current payment arrangement.
Unfiled returns
Note the estimated number of years and whether the issue is personal, self-employed, or business-related.
Levy, lien, or garnishment
Flag an active or threatened collection action so the consultation starts with urgency and accuracy.
Audit or examination
Clarify whether a matter is federal or state and whether a response date is approaching.
Business or payroll tax
Discuss business or payroll tax concerns with a specialist. This form requests tax help, not business financing.
A grounded process
Understand first. Evaluate second. Decide with context.
The strongest tax-relief experiences explain uncertainty instead of hiding it. This workflow is designed to make the first conversation more useful—not to pre-approve a program.
You can review official self-help options directly at IRS.gov, including payment plans, offers in compromise for eligible taxpayers, temporary collection delay, and penalty relief.
01
Organize the situation
Share how much you owe, your main tax issue, any unfiled returns, and whether you have a payment arrangement.
About two minutes02
Review the facts
A consultation specialist confirms the non-sensitive context and explains what a deeper evaluation may require.
No automatic eligibility decision03
Discuss possible next steps
Depending on the facts, next steps may include direct IRS/state resources or evaluation by an appropriate service provider.
You choose whether to continueYour consultation briefNon-sensitive
Amount owedYour approximate tax balance
Primary concernNotice · Payment · Filing · Collection
Payment arrangementCurrent · Behind · None
Unfiled returnsAny years still to be filed
Privacy boundary
Keep SSNs, tax returns, bank details, transcripts, account credentials, and full notice images out of this form and ordinary email or SMS.
Know what matters
A better conversation starts with better boundaries.
Eligibility and terms are controlled by the taxing authority. A responsible intake should help identify questions, explain options, and disclose uncertainty.
Filing statusMany IRS options require required returns to be filed.
Income and assetsSome options consider ability to pay and financial circumstances.
Authority and tax typeFederal, state, payroll, and business matters follow different rules.
DeadlinesNotice timing can affect which questions need immediate attention.
Nothing on this page is legal, tax, accounting, or financial advice. No statement is a determination that you qualify for any program or that a collection action will pause or end.
Our design standard
Clarity over pressure
Understand the next step without pressure or promises about your outcome.
Privacy
Minimum necessary data
Only non-sensitive intake facts needed to route and prepare a conversation.
Choice
You stay in control
Request tax help without signing up for a business-financing offer. You can opt out of follow-up at any time.
Reality
Outcomes vary
Only the IRS or state taxing authority determines eligibility and terms.
Common questions
Useful answers before you submit.
The intake is intentionally short. A specialist can explain what information would be needed for any later, secure evaluation.
Does this form determine whether I qualify for tax relief?
No. It only organizes a consultation request. Eligibility for an IRS or state option depends on the facts and the taxing authority’s rules and decision.
Will you settle my tax debt for a specific amount?
No specific reduction, collection result, timeline, or program is promised. Offers in compromise are not available to everyone, and only the taxing authority can accept one.
What should I avoid entering?
Do not enter or send an SSN, TIN, date of birth, bank details, card data, tax return, transcript, IRS login, or full notice image through this intake, ordinary email, or text.
Can I work with the IRS directly?
Yes. IRS.gov provides free information about payment plans, offers in compromise, collection delays, penalty relief, the Taxpayer Advocate Service, and Low Income Taxpayer Clinics.
What happens if my issue involves a business?
The tax consultation stays focused on the tax matter. If you separately ask for business-financing information, that request uses separate permission and cannot start a concurrent high-frequency workflow automatically.
Turn a complicated issue into a focused first conversation.
Start with the non-sensitive facts, understand the review process, and decide whether a consultation is useful for your situation.
Submission does not guarantee eligibility, tax reduction, collection relief, or any other outcome.