Forms Library 2017-11-30T15:41:26+00:00

Forms Library

Forms & Sample Letters for Tax Resolution

Powers of Attorney

IRS Form 2848 – Power of Attorney
IRS Form 8821– Tax Information Authorization
IRS Form 4506 – Request a copy of a tax return

Engagement Letters

Engagement Letter Samples

Kovel Letter Sample

Installment Agreements

IRS Form 9465 – Request for Installment Agreement
IRS Form 433D – Installment Agreement
IRS Form 433F – Collection Information Statement for individuals (short form)
IRS Form 433A – Collection Information Statement for individuals (long form)
IRS Form 433B – Collection Information Statement for businesses

Offers In Compromise

IRS Form 656 Booklet – Offer in Compromise application and instructions
IRS Form 433A (OIC) – Offer in Compromise Collection Information Statement for individuals
IRS Form 433B (OIC) – Offer in Compromise Collection Information Statement for businesses

IRS Local and National Standards

National Standards: Food, Clothing and Other Items
National Standards: Out-of-Pocket Health Care Expenses
Local Standards: Housing and Utilities
Local Standards: Transportation

Payroll Taxes

IRS Form 4180 – Interview form to determine Responsible Persons

Appeals

IRS Form 9423  – Collection Appeal Request
IRS Form 12153  – Request for Collection Due Process or Equivalent Hearing
IRS Form 911  – Request for Taxpayer Advocate Assistance
T.C Form 2 – 5 – US Tax Court Petition Kit
Form 13369 – Fast Track Mediation
Form 13711 – Request for Appeal of Offer in Compromise

Liens

IRS Form 12277 – Application for Withdrawal of Form 668(Y), Notice of Federal Tax Lien
IRS Form 10916(c) – Withdrawal of Filed Notice of Federal Tax Lien

 Audits

IRS Form 4549 – Income Tax Examination Changes
IRS Form 4549e – Income Tax Discrepancy Adjustments

US Tax Court Petition Kit (New) – Tax Court Petition Kit
US Tax Court Petition Kit (Old) – Tax Court Petition Kit
IRS Publication 556 – Examination of Returns, Appeal Rights and Claim Forms
IRS Publication 1 – Your Rights as a Taxpayer
IRS Publication 3598 – The Audit Reconsideration Process
IRS Publication 1035 – Extending the Tax Assessment Period
IRS Announcement 2011-5 – Extension of Fast Track Settlement for SB/SE Taxpayers Pilot Program
IRS Notice 2010-33 – Frivolous Positions
IRS How Does Mediation Work_ – IRS guide to mediation
IRS Form 14017 – Application for Fast Track Settlement

Notices

IRS Notices – legend of IRS notices

Sample Chart of Fees

Chart of Fees 2015