Form

RETURN TO TAX JUSTICE HOME PAGE

RETURN TO CONSULTATION PAGE

STEP # 1 OPINION RETAINER AGREEMENT

For Information on doing this form or arranging a consultation call

Contact (925) 829-6363

STANDARD TRANSCRIPT REVIEW

1 hour consult - transcripts provided to Mr. King $425

1 hour consult - transcripts obtained by Mr. King $625

Each additional transcript to be reviewed: $150

IN-DEPTH TAX DISCHARGE ANALYSIS

Case law & facts research for non-routine matters - negotiated retainer fee

DATE OF REQUEST:

/ Month / Day Year

at

: Hour Minutes

1. Taxpayer's name:*

2. Requester's name if other than Taxpayer:

3. Requester's professional status:

4. Requester's e-mail:

5. Requester's phone Number

- Area Code Phone Number

6. Requester's address

Street Address
Street Address Line 2
City	State / Province
Postal / Zip Code	Country

7. Types of taxes involved

IRS income taxes IRS payroll taxes Other IRS taxes State income taxes State payroll taxes State sales or use taxes Property taxes Other taxes Other problem

7b. WHICH STATE?

IF "OTHER" PLEASE PROVIDE BRIEF EXPLANATION:

7c. WHICH STATE?

7d. WHICH STATE?

8. IRS Account Transcripts:*

IRS Account Transcripts are attached IRS Transcripts will be forwarded to Mr. King I request that Mr. King obtain IRS Account Transcripts (Additional $200) Not applicable

IF YOU WISH MR. KING TO OBTAIN THE IRS TRANSCRIPTS MR. KING NEEDS YOU TO SIGN IRS FORM 8821:

1. When you complete this form - click on the "Submit" button at the bottom;

2. That will take you to the Taxpayer Identity form;

3. When you complete the Taxpayer Identity form click the "Submit" button at the bottom of that form;

4. That will take you to the "Tax History" form;

5. When you complete that form, hit the "Submit" button at the bottom;

6. That will take you to IRS Form 8821; fill it in online as much as you can, then print and either fax it to Mr. King 925 829-8724 or scan and email to morgan@morganking.com/

OR TAKE A SHORTCUT DIRECTLY TO FORM 8821:

IRS FORM 8821

Then return to this form by hitting your return button, and complete the process.

TRANSCRIPTS MAY BE FAXED TO MR. KING AT 925 829-8724 OR SCAN AND EMAIL TO morgan@morganking.com.

8. If transcripts are attached upload transcripts here:

Upload a File

9. Enter the tax years for which this consultation applies:

10. The consultation is being paid by :*

Not applicable Taxpayer is paying the fee directly to Mr. King A Requesting Bankruptcy attorney is paying the fee directly to Mr. King A Requester other than a Bankruptcy attorney is paying the fee directly to Mr. King Other

11. TAX DISCHARGE OPINION SERVICE REQUESTED:

Standard 1-hour consult with transcript review - Requester is providing the transcripts $425 Standard 1-hour consult - Mr. King obtains the transcripts $650 (for up to 4 transcripts) In-depth law & facts research for non-routine case

12a. CONSULTATION SHALL BE:

By phone or Web teleconference In person at Offices of King, King & King in Pleasanton, CA Other - to be arranged

A delinquent tax case "out of the ordinary" requires a consultation with Mr. King's office regarding an appropriate retainer fee.

"Out of the ordinary" includes an unusually large liability, a long or complicated tax case history, investigation of financial circumstances including such things as property transfers or similar complex history, evidence of fraud or tax evasion, the urgent nature of the problem, and other similar circumstances that may bear on the appropriate remedy for the delinquent taxes.

12b. Joining the consultation will be:

Taxpayer Taxpayer's spouse Requesting professional Another party

13a. RETAINER AGREEMENT : This agreement is between Requester and Attorney:

BY SUBMITTING THIS FORM THE REQUESTER AGREES:

1. Requester desires to obtain advice from Morgan King (Attorney) in connection with a delinquent tax liability and has or will schedule a 1-hour consultation with Attorney as indicated in lines # 11 and 12 above. If telephonic, requester or taxpayer will initiate the call.

2. Requester agrees to give accurate, honest, full and fair disclosure of financial information, history, and circumstances.

3. Attorney agrees to review applicable tax transcripts and give advice and counsel to Requester/Taxpayer as to the dischargeability of delinquent income taxes in bankruptcy, and to otherwise counsel the Requester/Taxpayer about selecting the appropriate chapter of bankruptcy where applicable, as well as other applicable non-bankruptcy delinquent tax remedies as may apply.

4. The consultation shall not include a written opinion but shall consist of a telephonic or Web conference.

4. The consultation will be performed for a fixed fee in the amount of [$ amount shown in question no. 15a or 15b below] (plus $200 if Attorney obtains the IRS Account Transcripts, plus $150 for each transcript above 6).

5. The fee paid to Attorney for the consultation does not include preparation or filing of documents, representation in a bankruptcy case, representation before the IRS in connection with delinquent tax liabilities, or a written opinion, and is restricted to a 1-hour consultation as described above, together with examination of no more than 6 IRS Account Transcripts. Additional services, including actual representation, as are appropriate for and requested by Requester may be provided for such additional fee as may be mutually agreed.

6. Requester authorizes Attorney to debit the Requester's credit card for the consultation fee unless paid by certified funds or other form of compensation.

13b: I agree to the terms of the Retainer Agreement in item 13a above, appearing on this submit form:

I agree to terms of retainer agreement I do not agree to terms of retainer agreement Other

14. METHOD OF PAYMENT:*

Mastercharge VISA AMEX Discover Check (certified) Cash at time of consultation

15a. IN THE AMOUNT OF:*

$425 requester provides transcripts $625 Mr. King obtains the transcripts $1,500 Research retainer $2,500 Research and written opinion retainer $5,000 Retainer $10,000 Retainer To be determined OTHER (see 15b below)

15b. IF OTHER: Specify $ amount of retainer fee being paid (or enter "Not applicable"):

16. CREDIT CARD INFORMATION:

FEE BEING PAID WITH CREDIT CARD?:

YES - SEE INFO BELOW WILL BE PAID BY OTHER MEANS NOT APPLICABLE

CREDIT CARD NO.

SECURITY CODE:

EXPIRATION DATE:

NAME ON CARD:

Same as Requester listed above Same as Taxpayer listed above Other - see next question

OTHER - IF NAME ON CARD IS DIFFERENT PLEASE PROVIDE NAME:

ADDRESS ON CARD:

Same as Requester listed above Same as Taxpayer listed above Other - see below

OTHER - ADDRESS FOR CARD IF DIFFERENT:

REQUESTER'S SIGNATURE:

N/A WILL BE OR HAS BEEN PROVIDED BY OTHER MEANS SIGNED WITH THIS DOCUMENT

PRINT AND SIGN - THEN e-mail to Morgan@MorganKing.com or FAX TO MR. KING AT 925 829-8724

SIGNED: _____________________________________________________________

PRINT NAME: __________________________________________________________________

WE RECOMMEND THAT YOU PRINT THIS FORM FOR YOUR OWN RECORDS BEFORE HITTING THE "SUBMIT" BUTTON.

WHEN YOU CLICK " SUBMIT " BELOW, THE INFORMATION ON THIS FORM IS SENT DIRECTLY TO THE LAW OFFICES OF MORGAN D. KING IN SECURITY CODE AND INSTANTLY TRANSFERS YOU TO THE "TAXPAYER IDENTIFICATION FORM" WE NEED YOU TO FILL OUT AND SUBMIT SO THAT WE CAN OBTAIN INFORMATION FROM THE TAXING ENTITY.

Enter the message as it's shown*

Create an Account for Tax Consultation