Can I make larger payments than the minimum?
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We will automatically calculate and show you the minimum monthly payment allowed during checkout, but you can choose a larger payment during checkout to help pay off your balance faster if you would like. Example: If the total balance is $5,000, your normal monthly payment required would only be $70 over 72 months. If you would like, you can still select the exact payment to pay your balance off within as little as 3 months.
Who do I make payments to?
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Your normal monthly payment will be paid directly from you to the IRS.
I have a plan already, can I add to it?
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The amount you owe can be found on any notices received from the IRS, or your tax return preparer will have a record of the amounts you owed for each year. When our website asks you for how much you owe, this should be the total from all tax years. It can be your best estimate and does not have to be exact- if it's off by a little the IRS will see this and correct. If it's off by a lot, please keep in mind they may adjust your normal monthly payment accordingly.
Can I choose to have the IRS take payments out of my paycheck?
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Automatic payments through a paycheck prevents missed payments due to your checking account number changing and is highly recommended. Yes, you can select this option during checkout.
Note: We will prepare additional paperwork that your employer will need to sign and then you’ll mail the completed document with the rest of your tax packet.
What if I have a new address?
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You can select an option to provide your new address if it is different than the last time you filed a tax return. The IRS requires that your current address is on file with them. We will prepare the additional paperwork that is required by the IRS and include this in your tax packet for you to sign.
How does this stop IRS collections, wage garnishment, and tax liens?
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Additional collections actions, wage garnishments, and new tax liens are stopped as soon as your application is received by the IRS. According to statute 26 CFR 301.6159-1, the IRS is required to do this by law. You can read more about this statute
here.
You completed my case - now what?
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Your completed packet (if application not filed electronically) will be mailed USPS First-Class Mail to the address you provided by the end of the next business day. Your completed packet will include the appropriate IRS forms for your case completed and awaiting your signature, a prepaid mailing envelope to send to the IRS, and detailed instructions to help get you set up on an installment plan successfully.
Why should I choose you to prepare my application?
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We complete your tax documents efficiently and in accordance with IRS regulations, every time. We’ve helped thousands of clients apply for payment plans successfully.
How do I contact you?
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For the fastest service, or if it’s after hours, please use our
contact form or email us at
support@97tax.com. Please include your order number if you have an existing order with us. You can also reach us by phone at
813-853-0140.
Are there any other fees?
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No. Beyond the one-time fee shown on the checkout page, there are no additional fees or hidden costs, ever.
Can you file my application electronically?
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We normally mail forms, but we are authorized by the IRS to e-file forms. In some cases, we will attempt to file your payment plan application electronically. In this case, we will email you your confirmation number and no further steps are needed on your part. If we are unable to do it electronically for any reason, we will mail your application to you through the Post Office as normal.
I have a plan already, can I lower payments?
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You can only have one payment plan going at a time, but you can apply for a new payment plan with a lower payment. Our website will automatically calculate the lowest minimum payment.
Does my spouse need their own application?
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If you filed your last tax return jointly, you must put your spouse’s information on your application. If your last tax return was filed separately, your spouse will need a separate application.
How long do I make my payments for?
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Your normal monthly payment is the total balance divided by 72 months. Typically, your balance is satisfied within 72–75 months.
Does this payment plan put me in good standing with the IRS?
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Yes. The IRS will consider you in good standing. The receipt of the application immediately prevents collections, wage garnishment, and new tax liens. This good standing continues as long as your required payments are made on time.
Will the IRS accept this payment plan?
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If all the information you provide is correct, the IRS will accept the offered payment plan based on their published requirements. In some cases, the IRS will ask for some additional information and would contact you directly by phone or mail.
How do you work so fast?
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We use a streamlined and efficient process that enables us to prepare your documents within the promised 1 business day.
How do I set up automatic payments to the IRS? Is it required?
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You can write in your checking account and routing number on the application that we will mail to you as part of your tax packet.
If your total balance is over $25,000, direct debit from a checking account will be required by the IRS.
For security purposes, 97tax will not ask for your bank account and routing number during checkout. You will need to fill in your bank account and routing number yourself when you receive your completed tax packet in the mail.
What if I have more than one tax year?
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When the website asks you for your total balance, you should enter the total from all years. This will combine all tax years into an application for one payment plan.
What if I have a balance over $50,000?
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If your balance is over $50k, the IRS requires you to fill out a financial statement. We will include this in your application at no additional cost. You can avoid the financial statement requirement by paying your balance down below $50k.
What methods can I use to make my monthly payments?
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Credit card, check, money order, or direct debit from your checking account can be used to make your normal monthly payments to the IRS. If your total balance is over $25,000, direct debit from a checking account will be required by the IRS.