Client Document Upload Form

The Solutions Center Document Form
Document Type*
📄 Documents Required for an Offer in Compromise

If you are pursuing an Offer in Compromise, the IRS requires detailed financial documentation. Please be prepared to upload the following:

• Your two most recent pay stubs (or proof of income if self-employed)
• Bank statements for the last 3 months (all accounts)
• Most recent tax return
• Documentation for any assets (vehicles, property, retirement accounts, or investments)

• Monthly living expense information (housing, utilities, transportation, insurance, etc.)

Complete and accurate uploads are required to evaluate eligibility and avoid delays.

See more information here: Tax Resolution
Upload any letter that looks tax-related, including:

    •    IRS notices (CP letters, balance due, audit, identity verification, etc.)

    •    Franchise Tax Board (FTB) notices

    •    State tax agency letters

    •    Payroll tax or sales tax notices

    •    Letters requesting information, payment, or response

    •    “Scary” letters even if you’re not sure what they mean

👉 If you’re unsure - upload it anyway.
Description of the document(s)
Please upload your document(s)

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Name*

First NameLast Name
Email*
example@example.com
Last 4 of SSN*
Tax Year (2025,2024,2023,etc.)
Do you rent or own your primary residence?

RentOwn
🏠 Monthly rent payment?
🏠 Monthly mortgage payment?
💡 Average monthly utilities (electric, gas, water, trash, internet, phone)?
Enter an average monthly amount.
🚗 Total monthly transportation costs
Include car payment, insurance, gas, and maintenance.
🛡 Insurance
Monthly insurance costs (health, auto, other)
Childcare or dependent care
Monthly costs
Court-ordered payments (alimony/child support)
Monthly costs
Amended Return (1040-X) Upload Instructions

To review and prepare an amended return, please upload all of the following:

• A copy of the originally filed tax return
• All new or corrected documents related to the change (W-2s, 1099s, credits, IRS notices, etc.)

Please upload each document separately and select the correct document type for each upload.

Amended returns are reviewed and billed upfront. A full tax intake is not required unless additional information is needed.
Document Type*
📌 One type at a time. Use the same link again if you have another.
Please upload your document(s)

📌 You can upload multiple files here if they’re the same type (ex: all bank statements). If you need to upload another document type click the same link again to submit the next type.
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Should be Empty:

The Solutions Center Document Form