Forms Library

Forms & Sample Letters for Tax Resolution

Updated Sept 2019

Recently Updated Forms

IRS Form 656 Booklet – Offer in Compromise application and instructions (Updated 8/19)
IRS Form 656 – Offer in Compromise  (Updated 8/19)
IRS Form 911 – Request for Taxpayer Advocate Assistance (Updated 5/19)
IRS Form 433A (OIC) – Offer in Compromise Collection Information Statement for individuals (Updated 3/19)
IRS Form 433B (OIC) – Offer in Compromise Collection Information Statement for businesses (Updated 3/19)
IRS Form 4506 – Request a copy of a tax return (Updated 3/19)
IRS Form 433F – Collection Information Statement for individuals (short form) (Updated 2/19)
IRS Form 433A – Collection Information Statement for individuals (long form) (Updated 2/19)
IRS Form 433B – Collection Information Statement for businesses (Updated 2/19)

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 (Updated 3/19)
CA FTB POA Individual – California Franchise Tax Board POA
CA FTB POA Business – California Franchise Tax Board POA

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