Notices & next steps3 min read
First determine whether the issue is a lien or a levy
Identify the government action before deciding what documents and help are needed.
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The tax guide library
A practical reading collection for people facing an actual or threatened federal tax lien or levy. Start with the question closest to yours.
Notices & next steps3 min read
A bank levy: identify timing and the proper contact
Read the levy information and contact the IRS promptly about possible resolution.
Read the guideNotices & next steps3 min read
Understand a continuing wage levy
Compare payroll records, levy paperwork and the amount being withheld.
Read the guideUnderstanding your options3 min read
Requesting review of a levy causing hardship
Document why the levy prevents payment of basic necessary living expenses.
Read the guideNotices & next steps3 min read
When you believe a levy was issued in error
Collect the specific payment, identity or account facts supporting the claimed error.
Read the guideNotices & next steps3 min read
Release of a levy and return of money are different
Ask which remedy relates to current collection and which concerns funds already taken.
Read the guideRecords & preparation3 min read
Read a Notice of Federal Tax Lien filing
Record the liabilities covered and any separate hearing notice.
Read the guideNotices & next steps3 min read
What a federal tax lien release establishes
Confirm the basis for release and keep the official documentation.
Read the guideNotices & next steps3 min read
Withdrawal of a filed lien notice
Check the current IRS withdrawal criteria and the status of the underlying balance.
Read the guideRecords & preparation3 min read
A lien discharge when particular property is involved
Organize the property details and transaction deadlines for a discharge review.
Read the guideNotices & next steps3 min read
Subordination and a proposed financing transaction
Explain the requested creditor priority and why the transaction matters.
Read the guideRecords & preparation3 min read
A property sale with a federal tax lien
Identify payoff, discharge or other lien questions early in the transaction.
Read the guideRecords & preparation3 min read
Collection Due Process: read the hearing notice carefully
Identify whether the notice offers CDP rights and how to request review.
Read the guideRecords & preparation3 min read
Prepare collection alternatives for a hearing discussion
Organize filing compliance and financial evidence supporting a proposed alternative.
Read the guideNotices & next steps3 min read
How a payment-plan request affects collection
Review the IRS rules applicable to pending and active installment arrangements.
Read the guideNotices & next steps3 min read
Collection while an offer is being considered
Check whether the IRS has accepted the offer for processing and what ongoing duties remain.
Read the guideNotices & next steps3 min read
Check the balance behind the collection action
Reconcile covered years, payments and assessed charges before proposing a response.
Read the guideNotices & next steps3 min read
Hiring a representative for a collection deadline
Confirm who will handle the immediate notice and what work is included.
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