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IRS collection matters

IRS Bank Levy Help

If the IRS has levied or frozen funds in a bank account, Calculus can review the account, identify the tax periods and collection status involved, evaluate available procedural options, and handle representation when appropriate.

CPA & EA professionalsBurbank officeFederal & California mattersRemote service available

Is the IRS taking money from your bank account?

Your bank account has been frozen or levied

You received an IRS Final Notice of Intent to Levy

You need to understand which tax periods are involved

A levy may affect funds needed for basic expenses

What Calculus can do

Review the levy notice, account transcripts, tax periods, and collection status

Identify procedural questions and documentation that may affect the account

Communicate with the IRS under valid authorization when representation is appropriate

Explain available next steps without promising a particular result

What happens next

01

Review

We review the notice, account facts, records, and relevant periods.

02

Explain

We identify questions, deadlines, and the professional options that may apply.

03

Define scope

We explain next steps and define the scope and fee before substantive work begins.

Timing matters

Bank levy notices and bank processing can involve important dates. Contact us promptly with the notice and any bank communication so the facts and timing can be reviewed.

What to have ready

Bring the IRS notice, bank letter or freeze information, recent account transcripts if available, filed and missing returns, and a list of essential upcoming expenses.

Bring any date printed on a notice.

Frequently asked questions

Can the IRS take money directly from my bank account?

An IRS bank levy can require a financial institution to hold and send funds under the applicable collection process. The notice and account facts should be reviewed.

How long does an IRS bank levy last?

The bank process and release timing depend on the notice, when the levy was served, and the account facts. A consultation can clarify the next questions.

Can an IRS bank levy be released?

A release may be available in some circumstances, but no release is guaranteed. Calculus can review the facts and explain what options may apply.

Can Calculus speak with the IRS for me?

When representation is appropriate and authorization is completed, Calculus can communicate with the IRS within the agreed scope.

Discuss your situation with Calculus

Start with a consultation so we can understand the facts and explain the appropriate next step.