A path through IRS collection.
Education-first IRS collection support for individuals and small businesses. No representation. No surprises. You walk in with a notice and a stack of unfiled returns. You walk out with a written Tax Resolution Action Plan that names the issue, lists missing documents, sets real deadlines, and tells you — plainly — whether the matter needs an enrolled agent, CPA, or tax attorney.
Reach the team at alidade-leotut@polsia.app
Tax Resolution Action Plan
Sample · v.1
Recommended path
Installment Agreement — Form 9465
Route to EA partner — Alidade has prepared the financial-information package; partner completes the representation.
The approach
the maze we know how to navigate.
Alidade is built around the problems people actually get in the mail — not a marketing taxonomy. Each moment below has a distinct doc-by-doc playbook.
CP 504
01 / 04Notice of Intent to Levy
A narrative response is typically due in 30 days; we organize documents based on which option you qualify for (installment agreement, currently-not-collectible, or an offer).
CP 161
02 / 04Unpaid balance + demand
We triage the underlying returns, missing payments, and any open collection cases so you can answer the IRS with a plan rather than a guess.
Multiple years unfiled
03 / 04A stack of unfiled returns
We map the multi-year surface area, prepare the financial information, and route to the right preparer tier so a single partner engagement covers all years.
NFTL filed
04 / 04Federal tax lien in place
We collect the supporting documents, credit, and hardship information needed for a representative to negotiate the resolution.
The written deliverable
A Tax Resolution Action Plan you can hold.
Every engagement above $299 ends with this. A document that removes the guess so you can answer the IRS on the deadline — with evidence and a routing decision, not a panic script.
You have
- 2023 Form 1040 (filed 2024-04-08)
- 2024 Form 1040 (in progress)
- W-2 from Acme Holdings
- Three 1099-NECs
You owe us
- 2022 Form 1040 (missing)
- 2022 Form 1098 mortgage interest statement
- Bank statements 2024-09 through 2024-12
- Documentation of medical hardship (if pursuing CNC)
Action Plan · sample
1. The specific issue
CP 504 received 2025-10-22 stating intent to levy for unpaid balance across tax years 2022, 2023, and 2024. Five-week window before status defaults to active collection actions.
2. Document status
On hand
7
documents
Owed
4
to collect
3. Routing decision
Enrolled Agent required. Representation before the IRS for levy appeal is legally restricted to a credentialed practitioner. Alidade routes; partner retains.
Tiers · published pricing
What education, organization, and routing cost — in numbers.
Pricing is published here so you do not have to talk to a salesperson to learn what an intake costs. Scope is fixed; up is honest.
Have a specific situation? Email the teamself-paced
$149
Course
A structured, written walkthrough of the IRS collection process and your most common options.
- How notice numbers map to timelines and deadlines
- When currently-not-collectible is the right answer
- What an installment agreement looks like on paper
- Reference workbook (PDF) and checklist
one-time
$299
Document organization
A two-session engagement to organize the documents you already have against the notices you received.
- Document-against-notice mapping
- Missing-documents list for your specific case
- Folder structure and naming convention
- Summary memo (1–2 pages)
one-time
$599
Guided preparation
Most commonWe prepare the financial information package an EA or CPA needs to act on your behalf.
- Intake sessions and questions list
- Organized financial-information package
- Written Tax Resolution Action Plan
- Routing memo for EA / CPA / attorney partner
one-time
$999
Compliance package
For the small business with state payroll, 1099 filings, and an open balance — a clean baseline.
- Multi-year document mapping
- Notice response package
- Compliance cadences and calendar
- Written Tax Resolution Action Plan
Ongoing membership · optional
$79 – $199 / month
Document updates as your case moves, deadline reminders, and case-tracking updates. Cancel anytime.
EA, CPA, and tax attorney partner engagements start at $1,500 and are quoted and retained separately — Alidade does not collect a referral fee.
Scope
What Alidade is — and what it isn't.
The IRS collection industry has earned scrutiny. We built Alidade around the boundaries that earn trust instead of class actions.
Education about IRS collection processes, document organization, financial-information preparation, administrative support, partner referrals, and the written Tax Resolution Action Plan.
Alidade never represents clients before the IRS. We are not a tax preparer, enrolled agent, CPA, or attorney. Your matter is routed to a credentialed partner when representation is required; their engagement, pricing, and retainer happen with you, separately.
When representation is required, your matter is routed to a credentialed partner — see /partners for the routing decision and handoff mechanics.
This is a feature, not a fine print.
Why the name
An alidade is the sighting beam on a sextant or theodolite — the component that lets a navigator take a reading and draw a bearing. In your situation, that bearing is the written Action Plan: the line from where you are to where the matter resolves, plotted against deadlines and the documents in your hand.
Start here
Send the notice. We'll send a bearing back.
One email is enough to begin. We answer within one business day with an honest read on whether Alidade is right for what is happening — and, if not, which credentialed partner is.