Client IRS Support Department

Agent Name *

Full Name *

Phone *

Email *

What tax years were audited? *

When did you receive notice of the audit? *

Upload the audit notice here for review: *

Have you submitted a response to the audit notice? *

Yes

No

Which tax preparation company completed the return(s) under audit? *

Have you contacted the original preparer? If so, what was their response? *

Did you enter into any agreements or commitments after the original return was filed? *

Yes

No

Has the IRS started any levies or garnishments on your income or accounts? *

Yes

No

Do you have supporting documents (W-2s, 1099s, receipts, etc.) for the year(s) in question? *

Yes

No

Has the IRS or state proposed a balance due? *

Yes

No

If Yes, How much?

Are you willing to authorize me to access your IRS transcripts or speak to the IRS on your behalf (via Form 2848 or 8821)? *

Yes

No

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