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 – 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)

Offers In Compromise

IRS Form 656 Booklet – Offer in Compromise application and instructions (Updated 8/19)
IRS Form 656 – Offer in Compromise  (Updated 8/19)
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 Local and National Standards

National Standards: Food, Clothing and Other Items (Updated 3/19)
National Standards: Out-of-Pocket Health Care Expenses (Updated 3/19)
Local Standards: Housing and Utilities (Updated 3/19)
Local Standards: Transportation (Updated 3/19)

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 (Updated 5/19)
T.C Form 2 – 5 – US Tax Court Petition Kit
Form 13369 – Fast Track Mediation
Form 13711 – Request for Appeal of Offer in Compromise
IRS Form 14017 – Application for Fast Track Settlement

Liens

IRS Form 12277 – Application for Withdrawal of Form 668(Y), Notice of Federal Tax Lien
IRS Form 14134 Package – Application for Certification of Subordination of Federal Tax Lien

 Audits

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

 Misc

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

Notices

IRS Notices – legend of IRS notices

Sample Chart of Fees

Chart of Fees 2015

California IRS Phone Directory for Practitioners

California IRS Phone Directory