IRS + State Tax Debt Resolution

Find tax debt help

DIY Tax Relief Qualifier

Find the right next step for IRS or state tax debt

Use this tool to find options that work for you.

DIY Tax Relief Qualifier analyzes filing status, payment ability, enforcement pressure, business tax risk, hardship, settlement interest, and state complexity to recommend one clear path.

DIY Tax Relief Qualifier provides general educational information and self-help guidance only. It does not provide legal, tax, accounting, or financial advice, and no result guarantees IRS or state approval.

Start Free Qualifier
Recommendation based on your tax situation The free qualifier screens your answers and points you toward self-help, a guided program, or professional review.

Contact Information

Contact details are collected only after the qualifier recommends the DIY Packet or representation.

Step 1

DIY Tax Relief Qualifier

Tax Resolution Qualifier

Answer a focused set of questions about filing status, payment ability, enforcement pressure, disputes, and state tax issues. The app will return one recommended next step.

This qualifier is educational only. Final eligibility, payment terms, penalty relief, collection holds, and other outcomes are determined by the IRS or applicable state agency.

No contact info required Answer the qualifier first. Contact details are requested only for the DIY Packet or representation.

Tax Resolution Qualifier

Answer what you know. These questions mirror the practical decision points used to evaluate payment plans, offer in compromise potential, filing gaps, penalty relief, disputes, and enforcement risk.

Public tool
Page 1 of 7

Company 433 Access

Enter the company access code provided by the company before starting the IRS 433 form.

Company code required

Financial analysis questionnaire
Financial question 1

Sample Financial Analysis Report

This sample shows the style of the paid financial report. The full report is generated from the taxpayer's completed questionnaire after purchase.

Sample

Free IRS Instructions

Use this checklist for simple cases where the user may be able to take the first step without paid help.

Simple IRS path

If you have not filed yet

  • You do not need to pay the full amount right away to file.
  • The first step toward resolving tax debt is to file missing returns.
  • You will qualify for more options once required returns are filed.
  • Gather wage, income, and prior-year records before filing past-due returns.

Options to manage tax debt

  • Make a payment now to reduce penalties and interest.
  • Pay over time with a short-term or long-term payment plan.
  • Review offer in compromise only if payment creates hardship.
  • Request penalty relief if circumstances beyond your control apply.

Offer in compromise basics

  • All required returns must generally be filed.
  • You cannot be in an open bankruptcy proceeding.
  • You should have a notice for at least one tax debt included in the offer.
  • Current-year extensions and estimated payments may matter.

Other help paths

  • Penalty relief for reasonable cause or first-time abatement.
  • Spousal debt or error review.
  • Disaster, emergency, military deployment, or identity theft relief.
  • Transcript and notice review before responding to deadlines.

This information is general educational guidance only. Taxpayers should review official IRS instructions and request professional help before taking action on urgent, complex, or enforcement-related matters.

Submit My Case for Review

State Call Checklist

Use this for simple state cases where the user may be able to contact the state directly.

Simple state path

Have ready

  • State notice number, account number, and tax years.
  • Current mailing address and contact details.
  • Filed return status and any missing return years.
  • Realistic monthly payment amount.

Ask the state agency

  • What is the current balance by tax year?
  • Is there active collection, lien, levy, garnishment, or bank freeze activity?
  • What payment plan options are available?
  • What deadline applies to avoid the next enforcement step?

If the state mentions active enforcement, a deadline, a business account, or multiple agencies, submit the case for review before taking action.

Submit My Case for Review Recheck Qualifier

IRS DIY Package

A structured $750 package for taxpayers who appear able to handle the IRS process with guided steps.

$750

Included workflow

  • IRS notice review checklist.
  • Installment agreement preparation guide.
  • Penalty abatement request starter script.
  • Document checklist and call tracker.

Best fit

  • All returns are filed or nearly complete.
  • No active levy, garnishment, or urgent appeal deadline.
  • User can make a reasonable monthly payment.
  • Issue is IRS-focused rather than multi-agency.

This prototype records DIY package interest locally in the browser only. Payment processing is not connected yet.

The DIY Tax Relief Qualifier DIY Packet provides educational instructions, document guidance, and self-help materials. It does not include legal representation, tax representation, filing on your behalf, negotiation with the IRS, or guaranteed results.

Purchased Packet Dashboard

Your purchased packet opens here after checkout. Review the product-specific instructions, documents, form requirements, signature steps, and submission checklist.

Purchased access

Purchases

Open purchased or test-access DIY Tax Relief Qualifier packets from one place.

Account access

DIY Tax Relief Qualifier Penalty Abatement Program

DIY Tax Relief Qualifier guides you through a penalty relief recommendation. The goal is to understand what relief you are attempting, what records support it, and which IRS path may fit before you take action.

$399
Account required Create an account before using the paid Penalty Abatement Program so your transcript checklist, questionnaire answers, and recommendation path can stay tied to your case.
Guided recommendation only DIY Tax Relief Qualifier provides guided educational recommendations and self-help instructions only. It does not provide legal, tax, accounting, or financial advice; does not represent you before the IRS; does not prepare, sign, file, mail, or submit IRS forms for you; and does not guarantee penalty relief or any specific outcome.
If Form 843 is the path DIY Tax Relief Qualifier will provide a PDF instruction guide explaining how to complete each relevant section yourself, including how to write a concise reasonable cause statement supported by dates, events, and evidence.
Prefer professional assistance? If at any time you feel you would prefer professional assistance, call 316-867-6069 and we will consult with you. If you choose to hire for service, the payment made will apply as a credit.
Step 1 of 4

Start the penalty review

This program screens the transcript record to determine whether your penalty issue appears to fit First Time Abatement, or whether you may need a reasonable cause, statutory, or administrative waiver request. DIY Tax Relief Qualifier does not make the request for you. It explains the path and tells you what to do next.

Why transcripts matter

IRS account transcripts show penalty transaction codes, assessment dates, reversals, account activity, filing dates, payments, and prior compliance history. Those facts determine whether First Time Abatement may be available and whether a Form 843 instruction path makes sense.

What happens later

After the required records and answers are collected, the system will either point you toward calling the IRS for First Time Penalty Abatement or provide PDF instructions for completing Form 843 yourself.

Recommended Next Step: Hire Representation

Based on your answers, your case includes complexity or risk factors that make professional representation the recommended next step. Call 316-867-6069 or complete the consultation form below.

Primary conversion

Submitting this form does not create a client relationship and does not guarantee representation, tax relief, or a specific outcome. This platform provides general educational information only.

Representation Requests

Secure local view for representation requests, uploaded documents, and lead statuses.

Manual Dry-Run Test

Phase 1 admin-only review for one individual test scenario. No bulk testing, emails, payments, or signed PDFs are triggered.

Expected previews

Edit the fields above, then run the scenario. This does not trigger checkout, emails, bulk tests, or final signed PDFs.

Click the button to generate the one manual dry-run output for human review.

Privacy Policy

DIY Tax Relief Qualifier lets users complete the free qualifier without submitting contact information. Contact details are collected only if a user proceeds with the DIY Packet or submits a consultation request.

In this local prototype, information is stored in local JSON files inside the project data folder. A production version should use encrypted database storage, authenticated admin access, secure file storage, and clear retention policies.

Terms of Service

DIY Tax Relief Qualifier is an educational self-help and intake platform. Users are responsible for the accuracy of submitted information and for reviewing official IRS or state agency requirements before taking action.

DIY materials do not include legal representation, tax representation, filing, negotiation, or guaranteed results.

Disclaimer

DIY Tax Relief Qualifier provides general educational information and self-help guidance. It does not provide legal, tax, accounting, or financial advice. Final eligibility, approval, and available options are determined by the IRS or applicable state agency.

Submitting a representation request does not create a client relationship and does not guarantee representation, tax relief, or a specific outcome.