What needs to be verified?
Ask which balances, filing years, notices, and agency records must be reviewed before a recommendation can be made.
From the books to the bigger picture
Connect your records to your next tax question.
An organized tax reading room for business owners connecting bookkeeping records, returns, and tax balances.
Republic Tax referral line · Ask about services, eligibility, and fees.
Explore the tax resource libraryYOUR NEXT CHAPTERLL / 18
A PRACTICAL STARTING POINT
Good records bring clarity.
01Read
the notice
the notice
02Gather
your records
your records
03Discuss
your questions
your questions
Information first. A considered next step.
Van Nuys, CA
TAX INFORMATION
TAX INFORMATION
A Van Nuys business owner gathering records can separate bookkeeping reports from filed tax returns and agency account records. These documents serve different purposes; prepare to explain any gaps instead of treating a ledger balance as the confirmed amount owed to a tax agency.
↗THE READING ROOMStart with the topic
Start with the topic
that fits your question.
Business owners connecting their books and tax filings can use these guides to prepare for an informed conversation.
Browse all 24 tax guides01Business tax concerns
Business payroll tax debt and responsible-person issues
Understand why unpaid payroll taxes need prompt review, what the Trust Fund Recovery Penalty means, and which records to collect.
02Address missing yearsUnfiled tax returns: build a path back to compliance
Create an organized plan for past-due federal tax returns, missing income records, and the balance that may follow.
03Make the facts accessibleTax debt records: a folder that answers the next question
Build a practical tax records checklist for balances, notices, income, expenses, and communications with the IRS or a representative.
04Check the accountIRS tax transcripts: choose the record that fits the question
Understand tax account, tax return, wage and income, and record of account transcripts when reviewing federal tax issues.
05Pay over timeIRS payment plans: a practical starting point
Understand IRS installment agreements, compare payment methods, and prepare a sustainable monthly tax debt budget.
06Evaluate a settlementOffer in compromise: eligibility before expectations
Learn what the IRS considers in an offer in compromise and which documents help evaluate a possible tax debt settlement.
BEFORE YOU CALLA few notes make
See the first-call checklist
A few notes make
a better starting point.
A bridge from records to questions. Bring what you have, identify what is missing, and ask how any next step would be evaluated.
01
Collect filed returns alongside bookkeeping reports.
02
Identify any unreconciled years or accounts.
03
Keep personal and business records distinct.
MAKE THE CONVERSATION USEFULThree questions
Three questions
worth asking.
A clear explanation is part of an informed decision. Keep notes and request written details before agreeing to work.
What work is included?
Ask who will perform the work, whether representation is included, what documents are needed, and how you will receive updates.
What are the fees and terms?
Request a written explanation of fees, payment terms, cancellation terms, and any work that would require an additional charge.
Keep federal and state questions separate.
The Franchise Tax Board publishes separate eligibility and application routes for personal and business state income-tax payment plans. Approval, fees, and repayment terms vary; an FTB agreement is separate from an IRS agreement.
California Franchise Tax BoardCOMMON QUESTIONS
A few useful answers
Understand the resource, the referral, and what to ask next.
Who answers when I call this website’s number?
Calls to (855) 494-5639 connect to Republic Tax through this website’s featured referral line. The number is separate from the business-listing address shown below. Ask the representative about the company, the person handling your inquiry, and any fees before engaging services.
Does reading this website tell me which IRS program I qualify for?
No. The guides explain general federal tax concepts. Eligibility depends on your filing compliance, balance, income, expenses, assets, and other facts. A provider should review those facts and explain the basis for any recommendation.
What information should I have ready for a first call?
Have the tax years involved, the issuing agency, the notice or letter number, whether returns were filed, and a rough description of the issue. Ask for a secure process before sharing tax returns or other sensitive documents.
Can I work with the IRS directly?
Yes. You can use official IRS resources and contact the agency directly using verified contact details. The Taxpayer Advocate Service and eligible Low Income Taxpayer Clinics may also be relevant resources. Professional representation is a choice, and its scope and fees should be clear.
Start with your questions.
Use the guides at your own pace. When you are ready to discuss professional help, the Republic Tax referral line is here.
Calls connect to Republic Tax. This website provides general tax information and a referral to the featured provider. It is not affiliated with the IRS or any government agency.