TaxReliefIQ
The playbook

From IRS notice to settlement — in four clear steps.

Tax resolution isn't magic. It's a sequence. The firms charging $5,000 retainers know it. We put the same sequence on your screen and let IRIS do the heavy lifting.

Start step 1 nowSkim the 4 steps
No retainerNo SSN to previewStop the IRS clock same dayLicensed EA handoff available
  1. Step 01≈ 2 minutes

    Tell us your situation

    Answer a few quick questions — what you owe, your filing status, and any hardship. No SSN, no signup, no obligation.

    What you do
    • Approximate IRS balance
    • Whether returns are filed
    • Monthly income & basic expenses
    What IRIS does
    • Pulls your likely IRS account profile
    • Scores you against all 5 federal programs
    • Shows your instant preview before contact info
  2. Step 02Same day

    Stop the bleeding

    If you're staring at a levy, lien, or garnishment, IRIS drafts the collection hold first — so nothing gets worse while we build your case.

    What you do
    • Share any IRS letters you've received
    • Note any wage garnishment or bank levy
    What IRIS does
    • Drafts a Collection Appeals (CAP) request
    • Prepares a hardship-hold script for the IRS call
    • Flags CSED dates that matter for your strategy
  3. Step 0310–15 minutes

    Build the case file

    Form 433-A is where most people give up. IRIS auto-fills it from your answers, applies IRS Local Standards, and calculates your Reasonable Collection Potential live.

    What you do
    • Confirm income, assets, and household size
    • Review allowable expenses IRIS suggests
    What IRIS does
    • Auto-drafts Form 433-A (OIC) or 433-B
    • Applies IRS Local & National Standards
    • Computes RCP: equity + (disposable × 12 or 24)
  4. Step 04Once you approve

    Submit & settle

    Form 656 with your calculated offer amount. IRIS warns you if your CSED clock makes an OIC the wrong move — so you don't accidentally extend the collection window.

    What you do
    • Review the final plan & offer amount
    • Sign electronically — or hand it to a licensed EA
    What IRIS does
    • Generates Form 656 with your offer
    • Runs CSED clock analysis
    • Tracks status until the IRS accepts
    Start step 1 now
The deliverable

What you walk away with.

  • A written plan matched to the IRS program with the highest acceptance odds
  • Your Reasonable Collection Potential, calculated the way the IRS calculates it
  • Draft Forms 433-A and 656 — ready to review
  • A CSED timeline so you never extend the collection clock by mistake

Ready to start with step 1?

Two questions, an instant preview of your likely plan, then your contact details — and IRIS gets to work.

Get my relief planWatch a live demo first

Free · No credit card · No SSN to preview