Franchise Tax Board (FTB) Payment Plan

Eligibility for a Franchise Tax Board Payment Plan

If you are unable to pay your taxes, you may qualify for an FTB Payment Plan. You must apply for a California FTB Installment Agreement to see if you’re eligible.

You may be eligible if the amount due is less than $25,000, the installment payment period is no longer than 60 months, and if you’ve filed all income tax returns.

Navigating the Franchise Tax Board payment plan process can be challenging without professional guidance. While the application may appear straightforward, each taxpayer’s situation is unique, and small errors or omissions can result in delays or denials. At Montgomery & Wetenkamp, we help clients avoid these pitfalls by thoroughly reviewing their financial situation and recommending the most appropriate FTB payment options based on their needs and qualifications.

One of the most common misunderstandings taxpayers have involves the terms and conditions of a CA installment agreement. Not all installment agreements are created equal—some require full financial disclosure, while others may be granted more quickly but come with stricter payment requirements. Choosing the right FTB installment agreement is crucial to maintaining compliance and avoiding additional penalties or enforcement actions.

Additionally, if your financial circumstances change after entering into a payment plan, it may be possible to renegotiate the terms. We work directly with the Franchise Tax Board on your behalf to request modifications or alternative solutions if your initial plan becomes unaffordable. Whether you’re exploring installment plans for the first time or need help adjusting an existing one, we are here to help.

Don’t risk entering into an FTB payment option that places unnecessary strain on your finances. Contact us to learn how our Sacramento tax attorneys can help you secure a sustainable and compliant FTB installment agreement tailored to your situation.

You are NOT eligible if you currently have an Installment Agreement with the FTB, an order to withhold, a continuous order to withhold, or an earnings withholding order for taxes.

Franchise Tax Board (FTB) Payment Plan Help

The Franchise Tax Board does allow taxpayers to make monthly payments to their tax debt, however, it isn’t easy. There are various types of payment plans available with the FTB, so it’s important to know your options, as well as how to fight for an affordable payment amount. There is no need to agree to an FTB payment option that you cannot afford. Let us take care of the negotiations and get you a Franchise Tax Board payment plan that fits your finances, not only their standards. Contact us to learn how our California tax attorneys can help you secure a sustainable and compliant FTB installment agreement tailored to your situation.