✅ Free IRS Offer in Compromise Preparation Checklist

Ready to take on the IRS with confidence?
This free Offer in Compromise Preparation Checklist walks you step-by-step through the exact documents, forms, and information you need before submitting your OIC application.

An Offer in Compromise can help you settle your IRS tax debt for less than you owe — but only if you submit a complete and well-prepared package. This printable checklist ensures you don’t miss critical details that could delay or derail your application.

📋 What’s Inside:

✅ Eligibility requirements (before you even apply)
✅ Personal and financial documents to gather
✅ Income, expense, and asset records the IRS requires
✅ Payment option breakdowns (lump sum vs. periodic)
✅ Final review steps before submission

This checklist is designed for:

Individuals considering an IRS Offer in Compromise
Self-employed taxpayers with IRS debt
Small business owners looking for relief options
Anyone who wants to be prepared before contacting the IRS

Why Download This Checklist?

✔ Avoid costly mistakes when submitting your OIC
✔ Save time by gathering everything upfront
✔ Understand IRS expectations before filing
✔ Use as a practical guide during the application process

How It Works

Click Download to get your free checklist.
Print it out or use digitally with fillable checkboxes.
Follow each step to prepare your OIC application.

👇 Bonus

By downloading, you’ll also get access to exclusive TaxLane tax tips and resources — including updates on IRS debt relief programs and side hustle tax strategies.

Disclaimer: This checklist is for informational purposes only and does not constitute legal, tax, or accounting advice. Every taxpayer’s situation is unique, and IRS rules may change. You should consult a qualified tax professional about your specific circumstances. Downloading this checklist does not create an advisor-client relationship with TaxLane, LLC.

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Download this free IRS Offer in Compromise Preparation Checklist and ensure you have the right documents, forms, and details before filing. A tax-proven resource designed to reduce errors and improve approval odds.

📌 Why this checklist?

Applying for an IRS Offer in Compromise (OIC) can be overwhelming. Many applications get rejected simply because taxpayers forget a form or miss a document. This checklist was designed by tax professionals to make sure you’re fully prepared before you file.

Q: Do I need to pay for this checklist?

A: No — it’s completely free. You just enter your email to receive the download link instantly.

Q: Can I use this checklist instead of hiring a tax professional?

A: This checklist is an informational tool to guide your preparation. It is not a substitute for professional tax advice. If your case is complex, you should consult a qualified tax professional.

Q: Can I print it out?

A: Yes! The checklist is in printable PDF format with empty checkboxes so you can mark items off as you complete them.

Q: What happens after I download?

A: You’ll receive the checklist instantly by email. You’ll also get access to exclusive TaxLane tips and updates on IRS relief programs and side hustle tax strategies.

Size

3.83 MB

Length

2 pages