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Choose the type of tax resolution help you need. Each workflow provides step-by-step guidance.
Disclaimer: This workflow provides general guidance only. It is not legal, tax, or financial advice. We do not represent you before the IRS. Results are estimates. You are responsible for verifying accuracy and reviewing all documents before submission. Consult a tax professional for complex situations.
Frequently Asked Questions About IRS Resolution Workflows
A tax resolution workflow is a step-by-step process for resolving IRS issues like penalties, unpaid taxes, and collection notices. Each workflow guides you through the specific forms, phone calls, and documentation needed for your situation — whether that's requesting First Time Abatement, filing for a CDP hearing, or setting up an installment agreement.
The FTA workflow guides you through requesting penalty removal under IRS administrative waiver policy. You must have filed all required returns, have no penalties in the prior 3 tax years, and have paid (or arranged to pay) any tax due. The workflow helps you call the IRS with a script, or generate a written FTA request letter.
Start with the Notice Response workflow. Identify your notice type (CP14, CP501, CP503, CP504, LT11), understand the deadline, and follow the guided steps. For CP14, you have 21 days to pay or respond. For CP504 (intent to levy), you have 30 days. The workflow ensures you don't miss critical deadlines.
A Collection Due Process (CDP) hearing gives you the right to challenge IRS collection actions (levies, liens) before an independent Appeals officer. You must request it within 30 days of receiving a CDP notice (LT11 or Letter 1058). The CDP workflow guides you through Form 12153 and helps you prepare your case.
Yes. The Installment Agreement workflow determines which type you qualify for: Guaranteed (owe ≤$10,000), Streamlined (owe ≤$50,000), or Non-Streamlined (owe >$50,000). It calculates your monthly payment, helps you complete Form 9465, and explains the setup fees ($29-$178 depending on method; fees as of November 10, 2026 - see irs.gov/paymentplan).
The OIC workflow prepares you to file Form 656 with the IRS. You'll need: completed Form 433-A (individuals) or 433-B (businesses), proof of income (pay stubs, tax returns), asset documentation (bank statements, property valuations), monthly expense verification, and the $205 application fee plus initial payment. The workflow calculates your Reasonable Collection Potential (RCP) first to estimate your offer amount.