Tax Problem Questionnaire

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.

The personal information collected here will only be used by T. S. Allen & Associates to respond to your request for information about our services.

General Information

Your name and the name of your business (if any)

Your email address

Your phone number

Did your CPA or Attorney refer you to us? Or did someone else? (Please provide their name here.)

Are you comfortable with using a client web portal and basic online technology?

Tax Information

Does the IRS or State claim you owe $10,000 or more? How much?

What year did you last file your tax returns?

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

I have filed bankruptcy

I have filed an Offer in Compromise

I have filed an Innocent Spouse Relief Request

I have filed an Installment Agreement Request

I have filed an appeal

I have had wages garnished

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).

I confirm this is a service inquiry and not an advertising message or solicitation.

Thanks for sending us a message. We will be back with you shortly.