To Do Lists

The To Do Checklists are created to assist you in getting started with a particular case. They are also listed under a particular subject’s resources which assist you and the client in compiling the documents that the IRS requires as part of submissions to the IRS. You can use a checklist to get started even if it is directly on point with the particular area you are working in. As you use these To Do lists let us know how they can be improved.

Appeals To-Do List

Initial Interview To-Do List

Offer in Compromise To-Do List

Petition To-Do List - Notice of Deficiency