Do I Qualify for IRS Tax Debt Settlement?

The Tax Relief Financial QA gathers the information for IRS Tax Debt Relief

Financial Questionnaire: The Tax Debt Settlement Evaluation to Resolve Your IRS Tax Debt

At Semper Tax Relief, I believe in creating solutions tailored to your unique financial situation. That’s why I start every case with a simple but detailed financial questionnaire. This step helps me gather the essential information needed to identify the best IRS tax relief options for you—whether it’s an Offer in Compromise, an Installment Agreement, or another customized solution.

Financial QA 2 Options: Online Form or PDF Download

The first option is to fill it out online & submit it online without having to print or email it. We will automatically receive the Financial QA results when you submit them.

The second option is to download a PDF of the organizer or print it out and fill it out at your leisure. When completed you can email or upload the completed copy to the client portal.

The Financial QA is a simplified financial questionnaire that measures your current finances that will be the basis for a resolution for the back taxes.

The listed Supporting Documentation is listed below, which is also key to reviewing your Relief Options.

IRS Tax Relief Financial QA

We understand that navigating the complexities of IRS tax relief can be overwhelming. That's why we take a client-centered approach, starting with a comprehensive understanding of your unique situation. This is where our Financial QA comes in – your one-stop shop for getting organized and laying the foundation for a successful tax relief case.

If you are a current client, you have the option to fill out the Tax Relief Financial QA integrated through the client portal: https://client.sempertax.com/

The IRS offers many tax relief programs based on your current financial situation. We have a Financial QA that serves as a base to measure your current financial status to evaluate a financial-based resolution with the IRS such as an IRS Offer in Compromise, Financial Hardship Status, Hardship Payment Plan, or a Fresh Start Installment Agreement.

Why Complete the Financial Questionnaire?

If you’re struggling with IRS tax debt, taking action is critical. My Financial QA is designed to make the process of understanding your finances straightforward, ensuring that every detail is accounted for. By completing this questionnaire, you allow me to:

  • Understand Your Financial Picture: I’ll evaluate your income, expenses, and assets to identify solutions that fit your situation.

  • Determine Your Eligibility: Some IRS programs, like Offers in Compromise, require specific financial qualifications. This questionnaire ensures we’re pursuing the right path for you.

  • Streamline the Process: The more accurate and complete your information is, the quicker we can move forward with resolving your tax issues.

What to Expect

The Financial QA is divided into sections, each focusing on different aspects of your financial life:

  1. Personal and Household Information:
    "This section covers the basics—your personal details, marital status, and household members. I use this to understand the people and circumstances shaping your financial responsibilities."

  2. Household Monthly Income:
    "Here, you’ll provide details about your earnings, whether you’re an employee, self-employed, or have other income sources like rental or retirement income. This is key to understanding your ability to meet IRS obligations."

  3. Monthly Living Expenses:
    "From housing to transportation to healthcare, I’ll need a clear picture of what you spend each month. These details help determine your disposable income and ability to pay down tax debt."

  4. Assets and Liabilities:
    "This section focuses on what you own—like your home, cars, and bank accounts—and any associated debts. Knowing your financial equity helps me recommend programs that match your capacity."

  5. Special Circumstances:
    "If you’ve faced challenges like medical hardships or unexpected financial setbacks, this is your chance to share those details. The IRS considers these factors when reviewing your case."

Do I need to provide Supporting Documents?

To ensure a smooth and accurate assessment of your IRS tax relief options, you may need to provide supporting documents alongside the Financial QA. These documents help verify the information you provide and allow me to build the strongest case on your behalf.

Examples of supporting documents include pay stubs, bank statements, tax returns, or proof of expenses. Don’t worry—specific instructions and a detailed list will be provided to guide you through this step.

For a complete breakdown of the required documents and how to prepare them, please visit this page.

Taking this step ensures we’re ready to move forward efficiently and with confidence. If you have any questions in the meantime, feel free to reach out—we’re here to help!

Once the Financial QA is fully completed, you can submit the form in one of the following ways:

  1. Scan & upload to the Client Portal or

  2. Fax to: (800) 816-3450