I need help with a tax problem

There are three steps in any tax resolution case:

  • Investigate (Review records, correspondence, transcripts, returns, etc.)

  • Recommend (Consider your wishes, available options, diagnose and prescribe a course of action)

  • Implement (Take action to achieve the approach we agreed upon)

This questionnaire will help us to know how to direct our questions during your first chat.

General Information

Tax Information

Have you ever completed any of the following (please check all that apply):

Have you received threatening collection notices from the IRS or State? If so, you can upload those to our secure Client Portal (completion of any form or correspondence does not establish a binding engagement).

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