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DIY Assistant

Organize the tax debt

Build a financial snapshot before comparing payment, hardship, or settlement paths.

Work through this list

1

List each tax year

2

Confirm whether every return is filed

3

Estimate monthly income and necessary expenses

4

List assets, vehicles, home equity, bank balances, and retirement accounts

Keep in view

These are estimates, not official IRS allowed-expense calculations.
Do not enter account numbers or IRS login credentials.