One-time Document Packs

For balances under $50K who want to pay over time.

• • 9465 (Installment Agreement Request)
• • 433-F (if balance > $50K)
• • Cover letter & filing instructions

First-Time Abatement and Reasonable Cause requests.

• • 843 (Claim for Refund)
• • FTA eligibility analysis
• • Reasonable Cause argument template

Multi-year non-filer cleanup with SFR (Substitute for Return) reversal.

• • IRS Account Transcript request
• • Filing-priority worksheet
• • 433-F (if collectible)

30-day Collection Due Process hearing request after Letter 1058 / LT11.

• • 12153 (CDP Hearing Request)
• • Hearing prep guide
• • Equivalent Hearing fallback

Correspondence audit response (Letter 525, CP2000).

• • Audit response letter template
• • Document checklist by issue type
• • Form 12203 (appeal request)

Wage levy and bank levy release packages.

• • 911 (Taxpayer Advocate request — economic hardship)
• • 433-F
• • CDP request if within 30 days

Innocent Spouse / Injured Spouse / Equitable Relief.

• • 8857 (Innocent Spouse)
• • 8379 (Injured Spouse)
• • Documentation checklist

Pre-qualification, RCP calc, and Form 656 / 433-A(OIC) prep.

• • Pre-qualifier worksheet
• • 656 (Offer in Compromise)
• • 433-A(OIC) Collection Information Statement