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Installment Agreement

Set up manageable monthly payment plans to pay off your tax debt over time.

IRC Authority§ 6159
Streamlined ThresholdUnder $50,000
Setup Fee$31–$225 (waivable)
Max Term72 months (or CSED)
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One honest conversation. You'll hang up knowing exactly what the IRS can — and can't — do to you, and how we'll stop them.

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Legally reviewed byGregory McCauley Jr., Esq.

Tax Attorney · Villanova University School of Law · Admitted in Delaware, New Jersey, United States Tax Court

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What This Actually Is — And How We End It

The Truth About Installment Agreement — And What To Do Right Now

If you can't pay your tax debt in full, an IRS Installment Agreement lets you pay it off in manageable monthly payments. But not all payment plans are created equal — the wrong agreement can cost you thousands in unnecessary interest and penalties.

McCauley Law Offices negotiates the most favorable installment terms possible, including partial-pay agreements where you may never pay the full balance before the collection statute expires.

Many taxpayers don't realize they can negotiate a Partial-Pay Installment Agreement where the monthly payment is set low enough that the 10-year statute expires before the balance is paid — effectively erasing the remaining debt. We've saved clients over $150,000 with this strategy.

What Is an IRS Installment Agreement?

An installment agreement under IRC § 6159 is a formal arrangement with the IRS to pay your tax debt in monthly installments. It's the most common form of IRS payment plan and is available to most taxpayers who owe taxes.

Once an installment agreement is in place, the IRS generally will not pursue additional collection actions — no levies, no garnishments, no seizures — as long as you stay current on your payments and remain in compliance with all filing requirements.

Types of IRS Installment Agreements

Not all installment agreements are the same. The type you qualify for depends on how much you owe and your ability to pay:

Guaranteed Installment Agreement

If you owe $10,000 or less and haven't had an installment agreement in the past 5 years, the IRS must approve your request. You don't need to provide financial documentation, and the monthly payment simply divides your balance over 36 months.

Streamlined Installment Agreement

For debts under $50,000, the IRS offers streamlined processing — no detailed financial statement required. You can set up payments over up to 72 months. Under the IRS Fresh Start Initiative, this threshold was increased from $25,000, making it accessible to more taxpayers.

Non-Streamlined Installment Agreement

For debts exceeding $50,000, you'll need to submit a Collection Information Statement (Form 433-F or Form 433-A) detailing your income, expenses, and assets. The IRS uses this to determine what you can afford to pay monthly. This is where having a tax attorney makes the biggest difference — we ensure your expenses are properly documented and your payment amount is based on what you can actually afford. Once terms are agreed, the IRS sends Form 433-D (Installment Agreement) as the signature page locking in your monthly amount and direct-debit authorization — read our Form 433-D guide before you sign.

Partial-Pay Installment Agreement (PPIA)

This is one of the most underutilized tools in tax resolution. A PPIA sets your monthly payment at an amount lower than what's needed to pay the full balance before the 10-year collection statute expires. In effect, the remaining balance is written off when the statute expires. We've saved clients tens of thousands of dollars through strategic PPIA negotiations.

What Happens If I Default on My Installment Agreement?

If you miss a payment or fail to file required tax returns, the IRS will send a CP523 notice giving you 30 days to cure the default. If you don't respond, the IRS terminates your agreement and can resume full collection activity — levies, garnishments, and liens. If you receive a CP523, contact us immediately. We can often reinstate your agreement or negotiate a modified plan.

Interest and Penalties During an Installment Agreement

Interest continues to accrue on your remaining balance during an installment agreement, and the failure-to-pay penalty also continues — though at a reduced rate of 0.25% per month (down from 0.5%). This is why we also pursue penalty abatement alongside installment agreements when possible, potentially saving you thousands in additional charges.

You Are Not Alone

People Just Like You Have Sat In This Exact Chair

They were terrified. They were ashamed. They thought they were the only one. Then they made one phone call — and everything changed.

Medical Professional with High Tax Debt

A Baltimore physician owed $310,000. We negotiated a partial-pay installment agreement at $3,100/month — and because the collection statute will expire before the balance is paid, he'll save over $150,000.

Dual-Income Family Facing Garnishment

A couple in King of Prussia was about to have wages garnished for $58,000 in back taxes. We stopped the garnishment and set up a streamlined installment agreement of $650/month.

Small Business Owner Behind on Payroll Taxes

A Haddonfield business owner owed $125,000 in combined payroll and income taxes. We negotiated a non-streamlined installment agreement with payments based on actual disposable income — $1,200/month instead of the $3,400 the IRS initially demanded.

IRS Notices

That Letter In Your Hand? Here's What It Really Means.

The IRS writes notices in code on purpose. If any of these landed in your mailbox, installment agreement is exactly how we fight back — and the clock is already ticking.

IRS CP14Balance Due Notice
Respond Promptly

This is the IRS's first notice telling you that you owe taxes. It shows the amount due, including any penalties and interest.

Deadline: 21 days

IRS CP501Reminder Notice
Take Action

A reminder that you have a balance due. This is a follow-up to the initial CP14 notice.

Deadline: 21 days

IRS CP503Second Reminder Notice
Respond Promptly

This is the second reminder that you owe taxes. The IRS is escalating their collection efforts.

Deadline: Immediate

IRS CP523Intent to Default Installment Agreement
Urgent — Don't Delay

The IRS is about to terminate your installment agreement because you missed payments or didn't file required returns.

Deadline: 30 days

IRS CP504Intent to Levy Notice
Urgent — Don't Delay

This is a final notice before the IRS seizes your assets. They intend to levy (take) your state tax refund and may seize other assets.

Deadline: 30 days

IRS CP508CPassport Certification Notice
Urgent — Don't Delay

The IRS has certified your seriously delinquent tax debt to the State Department. Your passport may be denied or revoked.

Deadline: N/A

IRS CP49Refund Applied to Back Taxes
Take Action

Notice CP49 tells you the IRS used all or part of your tax refund to pay an old federal tax debt. If anything is left, you'll get it; if you still owe, the notice shows the remaining balance.

Deadline: 60 days to dispute

IRS CP71CAnnual Reminder of Balance Due (Passport Warning)
Urgent — Don't Delay

CP71C is an annual statement that you still owe back taxes and warns that the debt may be certified as 'seriously delinquent' — which can lead to passport denial or revocation by the State Department.

Deadline: No fixed deadline (passport risk is ongoing)

Every Day You Wait, The IRS Wins A Little More.

Penalties stack. Interest compounds. Legal options quietly disappear. One free call ends the spiral.

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From Panic To Peace Of Mind

Exactly How We Take This Off Your Shoulders

The hardest step is the first one. Everything after that, we carry for you. No surprises. No runaround. No lectures.

  1. 1

    Review your balance & income

    We pull your IRS transcripts and assess your total liability, income, expenses, and assets to determine the best payment structure.

  2. 2

    Determine the right agreement type

    Guaranteed, streamlined, partial-pay, or non-streamlined — we match you with the plan that minimizes your monthly payment and total cost.

  3. 3

    File your request

    We prepare Form 9465 or 433-F and submit your installment agreement request, including penalty reduction when possible. Once the IRS agrees to terms, you'll receive Form 433-D — see our Form 433-D guide for the exact mailing address and direct-debit traps to avoid.

  4. 4

    Stop collection actions

    Once your agreement is in place, levies, liens, and garnishments are paused or released.

  5. 5

    Ongoing compliance monitoring

    We make sure you stay in compliance with the agreement terms to avoid default and keep your protections in place.

4.9 out of 5
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Trusted by Thousands of Taxpayers

Real results from real clients

"McCauley Law resolved my $180,000 IRS debt for a fraction of what I owed. I was facing wage garnishment and bank levies — they stopped everything and negotiated an incredible settlement."

"After years of IRS letters and threats, Gregory and his team got my penalties completely removed. They were professional, responsive, and genuinely cared about my case."

"They stopped a wage garnishment within 48 hours and ultimately settled my case for pennies on the dollar. I can't recommend them enough."

"I hadn't filed taxes in 5 years and was terrified. McCauley Law handled everything — filed all my returns, negotiated with the IRS, and got my penalties reduced by 80%."

"As a small business owner, I was facing $250,000 in payroll tax debt. Their team negotiated an Offer in Compromise that saved my business."

"My ex-husband's tax fraud left me liable for $135,000. McCauley Law got full innocent spouse relief — I owe nothing. They gave me my life back."

"Facing criminal tax charges was the worst experience of my life. Gregory McCauley's defense was brilliant — charges reduced, no prison time. Forever grateful."

"The IRS had a lien on my home and was threatening seizure. McCauley Law negotiated a manageable payment plan and got the lien subordinated so I could refinance."

"Professional, knowledgeable, and responsive. They explained every step of the process and kept me informed throughout. Resolved my $92,000 tax debt for $8,500."

"McCauley Law resolved my $180,000 IRS debt for a fraction of what I owed. I was facing wage garnishment and bank levies — they stopped everything and negotiated an incredible settlement."

"After years of IRS letters and threats, Gregory and his team got my penalties completely removed. They were professional, responsive, and genuinely cared about my case."

"They stopped a wage garnishment within 48 hours and ultimately settled my case for pennies on the dollar. I can't recommend them enough."

"I hadn't filed taxes in 5 years and was terrified. McCauley Law handled everything — filed all my returns, negotiated with the IRS, and got my penalties reduced by 80%."

"As a small business owner, I was facing $250,000 in payroll tax debt. Their team negotiated an Offer in Compromise that saved my business."

"My ex-husband's tax fraud left me liable for $135,000. McCauley Law got full innocent spouse relief — I owe nothing. They gave me my life back."

"Facing criminal tax charges was the worst experience of my life. Gregory McCauley's defense was brilliant — charges reduced, no prison time. Forever grateful."

Google Review

"McCauley Law resolved my $180,000 IRS debt for a fraction of what I owed. I was facing wage garnishment and bank levies — they stopped everything and negotiated an incredible settlement."

RM

Robert M.

Philadelphia, PA

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FAQs

The Questions Keeping You Up At Night — Answered

IRS Forms You May Need

The Paperwork Behind Installment Agreement

Step-by-step guides — including who files, mailing addresses, and the mistakes that get applications rejected.

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