I received a tax notice
Keep every page, envelope, deadline, and payment voucher together before you respond.
Helpful 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.
Free action planners
Start with the next right step.
Choose the planner that fits your situation. It is designed to help you get organized, see what matters first, and make the next few actions feel manageable.
Proprietary and copyrighted material, © 2026 MBA Financial Tax & Accounting LLC. All rights reserved. No reproduction or distribution without prior written permission.
These planners are for education and organization. The right path depends on your individual facts and circumstances.
Keep or share
A clear MBA Financial overview to keep or share.
Use the tri-fold brochure for a concise introduction to who we help, how our services work, and how to begin a confidential strategy conversation.
Download the tri-fold brochure
Two-panel printable PDF · © MBA Financial Tax & Accounting LLC. All rights reserved.
Printing note: For two-sided copies, flip on the short edge. Flipping on the long edge will print the back upside down.
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.
MBA Financial Tax & Accounting LLC – Introduction, & Client Guide
An introduction to MBA Financial’s purpose, tax resolution, tax and accounting services, debt-to-wealth planning, client approach, and opportunities for professionals.
Download the firm guideIRS 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.
Reference 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.
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.