Free IRS Tools & Tax Resolution Templates

Get access to the same professional tools we use in our tax resolution practice — completely free. These templates and checklists are designed to help you respond to IRS notices, understand your tax relief options, and prepare for a successful strategy session.

Whether you're dealing with a CP2000 notice, exploring an Offer in Compromise, or just trying to get organized, these resources are here to help.

🧾 Penalty Abatement Letter Template

A professionally written sample letter you can adapt and submit to the IRS when requesting penalty relief under First-Time Abatement or Reasonable Cause.

• Editable letter template
• Instructions for submission

👉 Download Penalty Abatement Letter (DOCX)

📄 CP2000 Response Letter Template

Use this customizable letter format to respond to CP2000 notices from the IRS and explain your side clearly and professionally.

• Editable Word template
• Suggested documentation to include

👉 Download CP2000 Response Letter (DOCX)

📊 Offer in Compromise Estimator Worksheet

Estimate your potential Offer in Compromise settlement using this fillable worksheet, based on IRS financial standards.

• Monthly income/expense section
• Asset equity calculations
• Offer amount estimate formula

👉 Download OIC Estimator Worksheet (DOCX)

or Try our Interactive OIC Calculator now

✅ Tax Resolution Intake Checklist

Be prepared for your consultation. This checklist helps you gather the documents needed to resolve your tax issue quickly.

• Income, expenses, and asset list
• Business owner section
• Authorization forms reminder

👉 Download Intake Checklist (DOCX)

These tools are provided for informational purposes only and do not establish a client relationship. For personalized guidance, schedule a confidential consultation with Boulanger CPA.