Playbooks
Tax Resolution Playbooks
Step-by-step playbooks for IRS collection, examination, and compliance matters. Full playbook pages publish soon — book the assessment if your matter is active.
IRS Final Notice (LT11) — The 30-Day Clock
Preserve Collection Due Process rights and stop the levy clock.
Coming soon
Offer in Compromise — Qualification Walkthrough
RCP analysis, Form 656, and the most common rejection reasons.
Coming soon
Trust Fund Recovery Penalty — The 4180 Interview
How to prepare and what not to say in the responsible-person interview.
Coming soon
CP2000 Underreporter Notice — Response Strategy
How to respond, when to agree, and when to fight an IRS matching notice.
Coming soon
Unfiled Returns — The Compliance-First Approach
Why 6-year compliance is required before any IRS resolution deal will stick.
Coming soon
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Answers
About the playbooks
- What is a tax resolution playbook?
- A written, step-by-step procedure for a specific IRS matter — LT11 CDP rights, Offer in Compromise, Trust Fund Recovery Penalty, CP2000, and unfiled returns — with the statute, form, deadline, and typical outcome at each step.
- Can I use these playbooks myself?
- The playbooks explain the procedure so you know what should happen at each step. Executing them in front of the IRS requires a Power of Attorney and Circular 230 practice rights, which is what the firm provides.
- My matter is active — should I wait for the full playbook?
- No. If a notice deadline, levy, or Revenue Officer is involved, book the initial assessment now. Playbooks are educational; the assessment applies the procedure to your actual transcripts.