Scope sheet
finbryn.com
Tax resolution
Currently-not-collectible request support
Finbryn documents income and necessary living or business expenses on Form 433-F or the fuller Form 433-A, then prepares a currently-not-collectible request for cases where paying anything right now would create real hardship. Our enrolled agent or CPA partner reviews the finished package and submits it to the IRS under a Form 2848 you sign, consistent with Circular 230.
What is included
- Account transcripts pulled and reconciled for every open tax year
- A completed Form 433-F or Form 433-A backed by real documentation, not estimates
- Every expense line checked against current IRS collection financial standards
- Hardship documentation assembled where the facts support a narrative beyond the numbers
- The finished package prepared and handed to our enrolled agent or CPA partner
- A response drafted for any IRS request for additional documentation
- A tracked reminder schedule ahead of the periodic status review
- A written summary of the approved status and what triggers a future review
The process
- 1.
Transcript and balance confirmation
We pull account transcripts for every open tax year to confirm the real balance, accrued penalties and interest, and which years the request needs to cover.
- 2.
Financial statement build
Income and necessary expenses are documented from pay stubs, bank statements, and business records, then compared against current IRS collection financial standards.
- 3.
Hardship documentation, where it applies
Where a specific hardship beyond the numbers supports the request, such as illness or job loss, we gather documentation to back that narrative.
- 4.
Internal review against collection standards
We check every expense line against county and household collection standards before anything goes to our partner, flagging anything likely to draw a question.
- 5.
Submission by our credentialed partner
Our enrolled agent or CPA partner reviews the finished package and submits the request to the IRS under a Form 2848 you sign.
- 6.
Response to any documentation request
If the IRS asks for additional support, we help pull it quickly so the case does not stall while collection activity is technically still open.
- 7.
Periodic review tracking
Once approved, we calendar the IRS review date and reach out ahead of it with an updated financial statement rather than waiting for a surprise letter.
Software
IRS Transcript Delivery System, Drake Tax, QuickBooks Online, Xero, Adobe Acrobat
Pricing
Currently-not-collectible preparation is quoted as a standalone engagement separate from the monthly bookkeeping tiers on the rate card, since scope depends on how many tax years and how much documentation are involved. We give a fixed price after reviewing your transcripts and a first pass at income and expenses, before any work starts, and any fee charged directly by our enrolled agent or CPA partner is disclosed on its own.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026