Video Hub

About Our Video Library

These videos are how we answer the questions we hear repeatedly from prospective clients. Each one is short — most run 2 to 4 minutes — and a licensed tax attorney walks through one specific situation with the IRS notice, form, or process named on screen. No music, no testimonials, no sales pitch.

What You'll Find Here

IRS Notice and Letter Series

Explanations of CP14, CP504, LT11, Letter 1058 (Final Notice of Intent to Levy), CP90, CP297, and the Notice of Federal Tax Lien — what each one means, how long you have to respond, and what triggers the next stage of collection.

Resolution Options Walkthrough

How an Offer in Compromise gets calculated using the IRS's Form 656-B worksheet, how partial-pay Installment Agreements differ from streamlined ones, when Currently Not Collectible (CNC) status applies, and which penalties qualify for First-Time Abatement or reasonable-cause relief.

Self-Employed and Business Owner Topics

Payroll tax (Form 941) liability, the Trust Fund Recovery Penalty under IRC § 6672, Schedule C audit triggers, and how the IRS treats independent-contractor income reported on 1099-NEC.

When You Need More Than a Video

These walk-throughs cover the procedure. They don't replace a case-by-case review of your transcripts, balances, and Collection Statute Expiration Date. If you've received any of the notices above and you don't have a clear path forward, schedule a free consultation rather than guessing from a video.

How to Use This Library With an Actual IRS Letter in Hand

If you've received an IRS letter and you're not sure what to do with it, the most useful path is: find the notice code in the upper-right corner (e.g., CP14, CP504, LT11, Letter 1058, CP3219A), search this video library for that specific code, and watch only that video. Each one is built around one notice, so you'll know within 4 minutes which response window applies, what triggers the next stage of collection, and which IRS form starts the response.

After watching the relevant video, the two next steps that matter most for almost any notice: (1) pull your IRS account transcript through irs.gov/individuals/get-transcript to verify the balance and assessment date independently of what the notice shows, and (2) note the response deadline on a calendar with a 7-day buffer in front of it — certified mail with return receipt takes time, and the IRS treats missing deadlines as agreement with their position.

Why Videos Don't Replace a Case-Specific Review

The videos cover procedure, which doesn't change. What does change case-to-case: the Collection Statute Expiration Date (CSED) on each tax period, your reasonable collection potential calculated against IRS Collection Financial Standards for your county and household size, asset profile (especially retirement-account exposure and home equity), and the interaction between multiple resolution paths. Two taxpayers with identical IRS balances frequently have different optimal resolutions because their CSED, assets, and disposable-income calculations differ.

For straightforward situations — balance under $25,000 and a clean compliance history — the IRS's online tools at irs.gov/payments resolve most cases without representation. For anything more complex, the calculation gap between filing a generic Form 9465 versus a fully-prepared Form 433-A with tested expense documentation typically exceeds the cost of professional preparation.