Tax Debt Check: IRS & New York

About you

So we know who to call.

Full name *

PhoneBest way to reach you quickly.

Email *

Who owes the tax?

Me / my family My business Both

Preferred language

How did you find us?

What you owe

Best guess is fine. The amounts are on your letters.

Owed to the IRS

Owed to New York State

Which tax years?

Any years not filed yet?

Is the IRS or New York taking money right now (bank levy or wage garnishment)?

No Yes

This sounds time-sensitive. Some notices give only 30 days to appeal. Finish the form, then call (516) 518-6678 today.

Do your bills include penalties?

Yes No Not sure

Any IRS penalties in the 3 years before this?

No Yes Not sure

Did something cause you to fall behind? Some of these can get penalties removed.

Is any of this from a joint return?

No Yes

Household and monthly income

The IRS decides what you can pay from your income, your household size and where you live. Enter monthly amounts before tax.

People in your household

How many are 65 or older?

County you live in

Work

Monthly income (whole household)

Wages before tax

Self-employment / business profit

Social Security

Pension / retirement payouts

Rental income after expenses

Other (child support received, etc.)

Monthly income$0

Monthly expenses

What you actually pay each month. Leave blank if it doesn't apply.

Rent or mortgage + utilities

Number of cars

Car loan or lease payments

Gas, car insurance, repairs, parking

Subway, bus, train

Health insurance

Doctor visits, prescriptions

Child care / daycare

Court-ordered child support or alimony

Taxes taken from pay or estimated payments

Life insurance

Student loans

Credit cards and personal loans

Everything else (phone, food, etc.)

Food and everyday items are covered by a standard IRS amount, so a rough number is fine.

Monthly expenses$0

What you own

Current values. The IRS looks at these before agreeing to a plan or settlement.

Cash in all bank accounts

401(k) / IRA balances

Stocks, crypto, other investments

Business equipment / inventory

Home value (if you own)

Mortgage balance owed

Value of your cars

Car loans owed

Other property value

Loans on other property

Your goal and documents

Upload what you have now. You'll get a private link to add more later.

What matters most to you?

What could you realistically pay each month?

Documents (optional)

Upload photos or PDFs of your IRS / New York letters, recent bank statements and pay stubs.

Up to 20 MB per file. Please do not send your full Social Security number.

Anything else we should know?