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.

1. Contact

2. Problem

3. Financial picture

4. Risks

Start

Tell us what happened

Answer 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

Your email lets the assistant save a basic case record and action-plan summary when storage is available. Do not enter a Social Security number, IRS password, or bank account number.

Add the facts you have

Did you receive an IRS 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

Preferred path, if you have one

Create an estimated financial snapshot

Use estimates for planning only. These are not official IRS allowed-expense calculations.

Approximate monthly income

Approximate necessary monthly expenses

Approximate asset equity

Household size

Dependents

If payroll tax is involved, are current deposits being made?

Check any serious collection concerns

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 own or manage the business involvedI also have a state tax enforcement issue

Anything else to include

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 have

Create an estimated financial snapshot

Check any serious collection concerns