IRS Tax Relief Strategy Session Application

Please complete the form below to apply for your tax strategy session. Once you've completed your form and paid, you'll be be sent Your Power of Attorney form to start services.

Client Information

First Name *

Last Name *

Preferred Name

Email *

Phone *

Social Security Number *

Address

Street Address

City

State

Country

Enter your country

Postal Code

Are you self employed or a business owner? *

Yes

No

Who is your tax preparer?

Business EIN

What do you need help with?

Internal Revenue Service (IRS)

State

Filing Status *

Number of Dependents *

Which best describes your current IRS situation? (Select all that apply) *

You selected "other" please explain here.

Approximately how much do you owe the IRS? *

Which tax years are involved? *

Have you receied any IRS notices in the last 12 months? *

Yes

No

Not sure

Please attached the most recent correspondence from the Taxing Agency

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Are there any deadlines listed on your IRS notices? *

Yes

No

Have you previously worked with a tax professional regarding this issue? *

Yes

No

Are all required tax returns currently filed? *

Yes

No

Not sure

Do you currently have an IRS payment in place? *

Yes

No

Not sure if I defaulted

What is your approximate monthly income (personal or business)? *

Under $3000

$3000 - $6000

$6000 - $10,000

$10,000+

Do you currently have any of the following? (Select all that apply) *

What are you hoping to gain from this IRS Relief Strategy Session? *

What is your biggest concern regarding your IRS situation right now? *

If professional representation is recommended, are you prepared to invest in tax relief services?

Yes

Possibly

Not at this time

If professional representation is recommended, are you prepared to invest in tax relief services? (copy) *

Yes

Possibly

Not at this time