Alidade does not represent clients before the IRS
Alidade does not represent clients before the IRS. This template is a working document you complete on your own or with Alidade's administrative support. When representation is required, we route you to a credentialed partner; their engagement, pricing, and retainer happen with you, separately.

Intake · v.1

Five fields. Then a plan.

Tell us the shape of the matter — notice code, dollars owed, unfiled years, whether the IRS is collecting right now, and which return type is behind it. The Action Plan template pre-loads from these fields so the checklist, deadlines, and referral flag already reflect what you carry in.

What we ask

  • Notice type — IRS notice code (CP 501, CP 504, LT 11, Letter 1058)
  • Balance owed — US dollars (tax + interest + penalties)
  • Unfiled years — yes or no; year list appears when yes
  • Levy / wage-garnish status — yes or no
  • Customer type — individual vs. small business

Intake · five fields

Tell us the shape of the matter
Five fields, no account, no storage. Your answers feed forward into the Action Plan template so the checklist, deadlines, and referral flag already reflect the notice and facts at hand.

The IRS notice code printed on the document you received.

Tax + interest + penalties, in US dollars. Round to the nearest dollar; an estimate is fine.

$

Years appear after you answer yes. If every required return is on file, answer no and skip the picker.

Is the IRS actively levying your wages or bank account, or has it given notice of intent to do so?

Which tax return type is behind this matter?

Nothing is sent anywhere yet. The five values stay in this browser until you pressSubmit intake.

Why these five

The minimum that lets the plan be specific.

The notice code sets the checklist and referral flag. The balance lets the named issue state dollars. The unfiled years flag prior-year catch-up work that lives alongside the collection matter. Levy status sets the response window. Customer type chooses the Form 433-A vs. Form 433-B path.

Privacy

Sign in to keep your case context. The five values attach to your account so the action plan and the document checklist stay in sync across sessions. Nothing is shared with a partner without your explicit consent.