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Client Resources

Match the letter or notice number appearing in the upper-right corner

(or the name/heading centered below your address) of

the threatening document you have received from the Treasury-IRS to

the downloadable response bearing the same number (or name/heading) and

simply follow the instructions within to respond to that threatening document.

 

If you have received one of the various forms of a Notice of Levy,

also follow the instructions within each of the responses immediately below to

discourage your bank(s) or credit union(s), employer(s), and/or other third parties from

also seizing your money.
 

Contact us about letters appearing on

the Services Price List Summary but

not on this Client Resources page.

Banks

​Use this package to

respond to

bank levies by requesting statutory proof of authority, contesting levy procedures, and addressing

garnishment actions

involving financial institutions.

Employers

Use this package to

respond to

employer wage levies by requesting statutory proof of authority,

contesting levy procedures,

and addressing

garnishment actions

involving employers.

Third Parties

Use this package to

respond to

levy or garnishment actions involving third parties

by requesting

statutory proof of authority and addressing

procedural requirements.

​Levy Response Packages for Banks, Employers, and Third Parties

Specific IRS Notices & Correspondence Templates

668-A 

Levy with Instructions

This response template provides step-by-step instructions for contesting a Notice of 
Levy by challenging procedural and statutory deficiencies and asserting statutory protections prior to any collection action. 

Form 668-W(c)

Intent to Levy with Instructions

This response template provides step-by-step instructions for contesting a Notice of 
Intent to Levy by challenging procedural and statutory deficiencies and asserting 
statutory protections prior to any collection action. 

2050

Overdue Taxes or Tax Returns with Instructions

This response template provides step-by-step instructions for contesting a document that states “Please Call Us About Your Overdue Taxes or Tax Returns” and that “your account has been assigned to this office for enforcement action, which could include seizing your wages or property” by challenging procedural and statutory deficiencies and asserting statutory protections prior to any collection action. 

2566

Proposed Assessments with Instructions

This response template provides step-by step instructions for contesting a Proposed Individual Income Tax Assessment by challenging procedural and statutory deficiencies and asserting statutory protections prior to any assessment action. 

2801C

Disregard W-4 with Instructions

This response template provides step-by-step instructions for contesting a document 
that states “We instructed your employer … to disregard … your Form W-4….  In 
addition, we have instructed your employer(s) not to honor your current Form W-4 or a 
new Form W-4 from you” by challenging procedural, statutory, and regulatory 
deficiencies and asserting statutory protections prior to any action. 

3172

Federal Tax Liens with Instructions

This response template provides step-by-step instructions for contesting a Notice of 
Federal Tax Lien by challenging procedural and statutory deficiencies and asserting 
statutory protections prior to any collection action. 

3219

Deficiency with Instructions

This response template provides step-by-step instructions for contesting a Notice of 
Deficiency by challenging procedural and statutory deficiencies and asserting statutory 
protections prior to any assessment action. 

CP 91 or 298

Levy with Instructions

This response template provides step-by-step instructions for contesting a Final Notice Before Levy On Social Security Benefits by challenging procedural and statutory deficiencies and asserting statutory protections prior to any collection action. 

CP501

Intent to Levy with Instructions

This response template provides step-by-step instructions for contesting a Notice of 
Intent to Levy by challenging procedural and statutory deficiencies and asserting 
statutory protections prior to any collection action. 

CP503

Intent to Levy with Instructions

This response template provides guidance for formally responding to a follow-up collection notice by asserting statutory requirements and requesting substantiation before escalation.

CP504 or 1058

Intent to Levy with Instructions

This response template provides step-by-step instructions for contesting a Notice of 
Intent to Levy by challenging procedural and statutory deficiencies and asserting 
statutory protections prior to any collection action. 

DTS_AFTER_HOURS_Shauna_Summers_Photos_ID9105.jpg

See Services Price List Summary for discount options

Each payment for paid service must be accompanied by submission of the Treasury-IRS letter received.

Complete the Contact Us form, using the “+ Upload File” button to attach your letter.

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