First: get compliant
Many IRS collection alternatives require current filing compliance. If returns are missing, those filings often need to be addressed before a long-term resolution can be completed.
Then: verify the balances
A tax transcript and the related returns can help identify assessed tax, penalties, interest, payments and collection status. A resolution should be based on the actual account rather than an estimate from an old notice.
Possible next steps
- Paying an amount in full when practical.
- Requesting an installment agreement if eligible.
- Evaluating collection alternatives based on financial circumstances.
- Reviewing whether an assessment or return issue should be challenged separately.
- Addressing federal and California balances independently when both exist.
Avoid one-size-fits-all promises
No legitimate tax-resolution option is automatically available to every taxpayer. Eligibility depends on the type of liability, compliance history, collection status and financial facts.
Frequently asked questions
Can you help if I owe for several years?
Yes. The first step is to identify each tax year, whether the return was filed, the current balance and collection status.
Do I need all old notices?
Bring what you have. Additional account information may be obtained through IRS transcripts or authorized representation when appropriate.
Can penalties be removed?
Penalty relief may be available in some circumstances, but eligibility depends on the specific penalty, history and facts.