Tax Resolution Questionnaire

First Name

Last Name

Phone Number *

Email *

How much is your tax liability? *

Are you currently on any payment plans with the IRS? *

Are you currently employed? *

What is your annual salary?

Do you have any dependents? *

Singal

Married

Divorced in 2023

Do you have any retirement accounts? *

SIngle

Head of Household

Married Filing Jointly

Married Filing Separately

Qualifying Widower w/dependent Child

Do you have any life insurance policies that hold cash value? *

yes

no

Do you have any virtual currency? (Crypto, Bitcoin, Litecoin etc) *

yes

no

Do you own any rental properties? *

yes

no

Do you have any vehicles registered in your name? *

yes

no

If so, how many?

Are you currently in an active bankruptcy? *

yes

no

Have you experienced any hardships in the last 5 years? (Loss of income, illness, death, etc) *

yes

no

If yes, please provide details:

How did you get in this situation? *