I received a tax notice
Keep every page, envelope, deadline, and payment voucher together before you respond.
MBA Financial Tax & AccountingBe Tax Debt FreeFind a pageHelpful images · Documents · Forms · Tax debt information
Tax debt resources that help you get organized before the pressure grows.
Use this page to understand what to gather, what common notices mean, and how tax and debt pressure can be brought into a clearer payoff plan.
Start here
Match the next step to the pressure you feel right now.
I have unfiled returns
Gather W-2s, 1099s, business income, expenses, and any prior-year tax records you can find.
I need a payment plan
Bring current income, monthly expenses, assets, and a clear list of what you already owe.
Get started
Choose the intake form that fits your situation.
Complete the form before your confidential review so the conversation can focus on the facts, the pressure you are facing, and the right next step.
Tax Resolution Intake Form
For IRS notices, unfiled returns, balances due, liens, levies, payment plans, penalty relief, and other tax resolution concerns.
Download PDFDebt Solutions Intake Form
For personal debt, mortgages, HELOCs, student loans, vehicles, credit cards, and other payoff planning conversations.
Download PDFComplete Intake Forms Packet
Download both comprehensive intake forms together when your situation involves tax pressure and broader debt concerns.
Download PDFTaxpayers and personal debt
Debt does not discriminate. Your plan should not stop at the IRS.
MBA Financial Tax & Accounting helps taxpayers with IRS issues and people stressed by personal debt across America, including mortgages, HELOCs, student loans, vehicles, credit cards, and other debts.
The goal is to shorten the payoff path, reduce wasted interest where possible, and help redirect cash flow toward long-term wealth and retirement stability. Where you live, what you earn, or how much you owe does not decide whether you deserve a plan.
Documents and forms
Helpful documents and forms to view or download.
Start with the documents below, then gather the records that help explain the full picture before a tax or debt review.
TaxDebtWise Contact Us Initial Information Sheet
Use this sheet before calling or emailing so the first conversation starts with the contact details, notice questions, and response preferences that matter.
View or download PDFIRS and state notices
Letters, balance-due notices, levy warnings, lien notices, audit letters, and deadline pages.
Tax return records
Filed returns, missing-year notes, W-2s, 1099s, K-1s, bookkeeping reports, and extension records.
Debt and payment details
Installment agreements, prior payments, bank levy records, wage garnishment notices, and collection letters.
Income and expense snapshot
Pay stubs, benefit statements, bank activity, business expenses, rent, utilities, insurance, and loan payments.
Visitors and associates
Printable postcards and gold coins to share with confidence.
Browse each side of the postcard and coin designs, then open the full-size file when you are ready to print, send, or share a clear next step with someone who needs it.
Gold Coin Postcard, Front
A share-ready postcard front that introduces the TaxDebtWise promise and points people toward a confidential conversation.
Open full-size design to printVisitors and associates
Referral materials, marketing, SOPs, and guidelines.
Browse the Gold Card referral materials, then open the full-size design when you are ready to print, share, or follow the program guidelines.
Gold Card Referral Program Overview
A complete referral-program overview with marketing messaging, commission examples, rules, and the path from introduction to qualified referral.
Open full-size design to printVisitors and associates
Gold Card referral documents.
Open the referral agreement or quick-start kit to review program terms, sharing standards, and the next steps for associates.
Gold Card Independent Contractor Referral Agreement
The current referral-agreement document for approved Gold Card members. Review the complete terms before signing or sharing program commitments.
Open referral agreementReference pages
Useful numbers behind tax debt and collection pressure.
These pages collect public data in one place so taxpayers, writers, and advisors can understand the scale of common IRS collection issues.
Watch and learn
When a tax notice puts your home at risk, start with the facts.
This short TaxDebtWise video captures the moment a notice can make everything feel uncertain. A confidential review can help you understand the pressure, organize the details, and choose the next move with more confidence.
Helpful image gallery
TaxDebtWise visuals, gold card materials, and helpful reminders.
TaxDebtWise Owl
Older, wiser, and ready to help with tax resolution, debt freedom, and wealth-building guidance.
TaxDebtWise reminders
Clear reminders for the moments when tax pressure gets loud.
Browse the practical prompts below when you need a quick reset, a better question to ask, or a reminder not to let a notice sit unanswered.
Why IRS debt feels backwards
Waiting can make an already stressful balance more expensive and more difficult to resolve.
Tax debt information
Common issues clients ask about first.
Tax liens and levies
Wage garnishments
Unfiled tax returns
IRS audits and examinations
Penalty removal or reduction
Offer in Compromise
Payment plans
Business tax compliance
Ready for a clearer plan?
Bring the notice. Bring the questions. We will help sort the next move.
Monday-Friday, 8am-7pm · Saturday, 10am-4pm · Closed Sunday. Call or text 24/7. If you reach us after hours, leave a message and we will contact you the following business day.