Tax Account Analysis
Anonymized · Current Case
Individual Taxpayer · Multi-Year Balance
Filing Compliance
- Form 1040 · 2022 — Filed
- Form 1040 · 2023 — Filed
- Form 1040 · 2024 — Not filed (SFR risk)
- Form 1040 · 2025 — Not filed
Collection Status
- CP14 issued · 2023 period
- CP504 issued · 2022 period
- LT11 pending · Final Notice of Intent to Levy
- No lien filed as of transcript date
Balances by Period
- 2022 · $18,420 (assessed)
- 2023 · $11,860 (assessed)
- 2024 · TBD (return required first)
- 2025 · TBD (return required first)
Prior Agreements
- None on file
- No prior OIC submissions
- No abatement history
Written Plan of Action
- 01 Prepare and file 2024 and 2025 Forms 1040 to establish compliance. Estimated timeline: 3 weeks.
- 02 Request Collection Due Process hearing to preserve appeal rights and pause enforcement on the LT11 period.
- 03 Evaluate three resolution pathways once total balance is known: Streamlined Installment Agreement, Partial Pay Installment Agreement, and Offer in Compromise.
- 04 Prepare First-Time Abatement request for the 2022 period based on prior clean history.
- 05 Install estimated-payment discipline and quarterly check-ins to prevent a new balance from accruing.
Illustrative only. Eligibility for any resolution option depends on the taxpayer's facts, compliance, finances, and applicable law.