IRS Forms

This page will summarize all of the necessary IRS forms needed with all Offers.

This page will summarize all of the necessary IRS forms needed with all Offers. While many of the items addressed by the forms are rather straightforward, they are best prepared with the aid of an experienced attorney who specializes in the area of federal tax collection procedures. You may click on the forms listed below and print a copy of the following forms to use in the preparation of your Offer.

Power Of Attorney: Form 2848 is the document which allows another party to represent you before the IRS. Only attorneys, CPAs, enrolled agents, or other qualified professionals may serve as your liaison with the IRS. It is therefore imperative that the professional of your choice possesses significant experience in this area.

We are pleased to offer a comprehensive instruction guide to assist taxpayers in negotiating complete settlements with the IRS.

Financial Statements: IRS Collection Information Statements are the backbone of every Offer. The Form 433-A (individuals) and Form 433-B (businesses) enable the IRS to calculate the Reasonable Collection Potential which is the basis of your Offer's final amount. (See Frequently Asked Questions) Because these forms are so crucial, an attorney should carefully review them before the Offer is submitted.

Offer-In-Compromise: Form 656 is the Offer-in-Compromise form. It describes the timing of your payment and now allows for payments of the final amount beyond the short term future. It also must list all liabilities which the taxpayer seeks to address.