STEP 1 – CONTACT INFORMATION

Full Name *

Email *

Phone *

Preferred Method of Contact *

Call

Email

Text

STEP 2 – IRS NOTICE OR TAX ISSUE

What best describes your situation? *

Select all that apply

I received an IRS notice or letter
I owe taxes and need help understanding my options
I received a CP2000 or underreported income notice
I received a balance due or collection notice
I was selected for an IRS audit
I am not sure / need help understanding the notice
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Do you know the notice number? *

STEP 3 – TAX YEARS INVOLVED

Which tax year(s) are involved? *

Current year

Prior year(s)

Multiple years

Not sure

Please list the tax year(s): *

STEP 4 – YOUR TAX STATUS

Who is this tax issue related to? *

Individual

Business owner

Both personal and business

Not sure

Are you a U.S. citizen or resident for tax purposes? *

Yes

No

Not sure

STEP 5 – CURRENT STATUS

Have you already responded to the IRS? *

Yes

No

Not sure

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

Yes

No

STEP 6 – TIMING

When do you need assistance? *

As soon as possible

Within the next 2–3 weeks

Just gathering information

STEP 7 – OPTIONAL DETAILS

Anything else you’d like us to know?

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