In this episode, I discuss completion of the dreaded IRS Form 433-A. Additional Resources: How to Complete IRS Information Statement Helpful IRS Video on 433-A Referenced Form Form 433-A Collection Information Statement (OIC)
How Do I Set Up an IRS Installment Agreement?
In this episode, I discuss the mechanics of setting up an IRS Installment Agreements. Additional Resources: Online IRS Payment Plan Agreement IRS Form 9465 Instructions IRS Form 13844 Reduced Fee App Additional Information Referenced Form…
What’s a Partial Pay Installment Agreement?
In this episode, I discuss IRS Partial-Pay Installment Agreements (PPIA). Additional Resources: Online IRS Payment Plan Agreement IRS Form 9465 Instructions IRS Form 433-A Collection Info. Statement Additional Information Referenced Form Form 9465 Installment Agreement…
What’s an IRS Installment Agreement?
In this episode, I discuss IRS Installment Agreements. Additional Resources: Online IRS Payment Plan Agreement IRS Form 9465 Instructions Additional Information Referenced Form Form 9465 Installment Agreement Request
How Do I Get an IRS Transcript?
In this episode, I discuss IRS tax transcripts and how to order them. Additional Resources: IRS Get Transcript Transaction Codes Pocket Guide IRM 21.2.3 Transcripts New Transcript Format FAQs Change of Address (Individual) Change of…
What is the Statute of Limitations on IRS Refunds, Audits and Collections?
In this episode, I discuss the law governing IRS refunds, audit and collection timeframes. Additional Resources: Don't Lose Your Refund by Not Filing IRS Statute of Limitations - Processes and Proc. IRM - Collection Statute…
What is an IRS Tax Audit?
In this episode, I discuss the ins and outs of IRS tax audits. Additional Resources: IRS Audits (Overview) Dealing with An IRS Audit (Blog Post) Pub 549 - IRS Collection Process Applicable Law: Collection After…
How Do I Get an IRS Penalty Abatement?
In this episode, I discuss how to legally reduce IRS penalties. Additional Resources: IRS Penalties (Overview) Failure to File Penalty Failure to Pay Penalty Accuracy Related Penalty Failure to Deposit Penalty Applicable Law: Failure to…
What Is an Offer In Compromise (OIC)?
In this episode, I discuss the ins and outs of an IRS Offer In Compromise (OIC). Additional Resources: OIC Pre-Qualifier Tool Understanding Your Tax Bill Offer In Compromise FAQs Referenced Forms: OIC 433(A) Individual OIC…
What Do I Do if I Have Unfiled Tax Returns?
In this episode, I discuss the steps you need to take to regain filing compliance with the IRS. Additional Resources: Applicable Law: 26 IRC § 301.6020-1 Filing Past Due Returns (Small Business Owners) Unfiled Tax…