Your Rights. Our Standard.Independent Tax Education
Getting Started · A Practical Starting Point

Not Sure Where to Start?

Sort the facts into a clear first step, even if you do not know the name of the problem.

01

Start With the Most Recent Letter

If you have a notice, find the agency, notice number, tax year, and response date. Read every page before choosing a service or making a payment. A proposed adjustment, missing-return request, and unpaid balance require different responses.

02

Find Out What Is Missing

List the tax years involved. For each year, record whether you filed, whether the return was accepted, and whether there is an unpaid balance. Keep federal and state matters separate.

03

If Money Is Already Being Taken

A bank or wage levy needs prompt attention. Obtain the order details, identify the agency, and review the response instructions. Do not wait for a consultation or assume that asking for help stops collection.

04

If the Balance Is Correct but Unaffordable

Compare a payment plan, financial-hardship review, and other agency options. Gather income, essential expenses, and asset information before committing to a monthly amount.

05

Choose Your Next Step

Use the topic links below to read the relevant primer. You can contact the agency directly, explore free assistance, or ask a qualified professional for a defined service. Start with the work needed for your situation.

Find Your Starting Point

Read the Current Instructions

Official Sources

IRS: Understanding Your CP14 Noticewww.irs.govIRS: Understanding Your CP2000 Series Noticewww.irs.govIRS: Levywww.irs.govIRS: Payment Plans and Installment Agreementswww.irs.gov

General education, not a case-specific tax or legal determination. Agency instructions and the deadlines on your own notice control. Keep sensitive records in your secure files.

Look Up a Notice Explore All Topics
Support by Choice

Choose How to Find Help.

Liberty Standard Resources

Find the Right Support.

Tell us what you need and the kind of professional you are looking for. Our network is in development. Any proposed introduction requires review of availability, credentials, and the work involved.

Request a Professional Connection

Your request does not arrange an introduction or engage a professional. Any proposed scope, fees, and terms must be explained before you decide.

Not sure which professional to choose? Compare the Roles