Free Tax Debt Resources

Practical guides, checklists, and worksheets from our IRS Enrolled Agents to help you understand your options and get organized, all free to download.

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Guides, Checklists & Worksheets

Tap a resource, tell us where to send help if you need it, and your download starts instantly.

PDF · Free

The Complete Guide to IRS Tax Debt Resolution

Every IRS relief program explained in plain English: Offer in Compromise, payment plans, penalty relief, hardship status, and levy release, plus how to choose.

PDF · Free

Offer in Compromise Eligibility Checklist

A step-by-step checklist to see whether you may qualify to settle your tax debt for less than you owe, before your free consultation.

PDF · Free

How to Stop an IRS Levy or Wage Garnishment

A fast 4-step action plan for releasing a bank levy or wage garnishment, what to do the day you get the notice.

PDF · Free

The IRS Fresh Start Program Explained

How the Fresh Start initiative makes it easier to set up payment plans, settle for less, and get lien relief, and how to qualify.

PDF · Free

How to Request IRS Penalty Abatement

First-time abatement vs. reasonable cause, who qualifies, and exactly what to include in your request to remove penalties.

PDF · Free

Wage Garnishment: Your Rights & Relief Options

How an IRS wage levy works, the exempt amount you keep, and the fastest routes to get a garnishment released.

PDF · Free

Document Checklist for Tax Resolution

Exactly which documents to gather so your case moves quickly, income, expenses, assets, and notices.

Excel · Free

Monthly Budget Worksheet

An editable income-and-expense worksheet (opens in Excel or Google Sheets) used to build IRS payment plans and Offers in Compromise.

Excel · Free

Tax Debt Tracker

Track what you owe by year and agency, tax, penalties, interest, and filing status, in one editable spreadsheet.

Prefer to talk it through?

These resources are a great start, but every tax situation is different. A free consultation with an expert Enrolled Agent is the fastest way to know your real options.