Tax Audit Assistance Intake Form
Full Name
*
Phone Number
*
Email Address
*
Mailing Address
Have you received an audit notice?
Yes
No
If yes, provide the date of the notice:
Is the audit from the IRS or a State Department of Revenue?
IRS
State Department of Revenue
What tax year(s) are being audited?
Reason for audit
Have you already responded to the audit notice?
Yes
No
Did you prepare your taxes yourself or use a preparer?
Self-Prepared
Used a Preparer
Are there specific areas of concern (e.g., deductions, income, credits)?
Do you have all the necessary documentation for the audit?
Yes
No
Submit and Schedule Your Consultation