DIY Assistant

Start with the facts

The assistant will create a plain-English summary, preliminary urgency level, document checklist, and next-step path based on what you enter.

Start

Tell us what happened

This first version asks the core questions needed to create a simple case summary and checklist. Do not enter Social Security numbers, IRS login information, or bank account numbers.

Full name

Phone

State

Add the facts you know

Did you receive a notice?

Notice number, if known

Tax years involved

Approximate IRS balance

Are all required tax returns filed?

How many years are unfiled, if any?

Days until the next deadline

Employment situation

Check any serious collection issue

My wages are being garnishedMy bank account or other property was leviedThe IRS filed or threatened a lienI received an audit noticeThis involves payroll or employment taxesI also have a state tax enforcement issue

Anything else we should know

I understand this assistant provides general educational information only and does not provide legal, tax, accounting, or financial advice.

Start with the facts

Tell us what happened

Choose the main issue

Add the facts you know

Check any serious collection issue