FORM 3a TAX DISCHARGE OPINION RETAINER AGRMNT

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FORM # 3
FORM 3a RETAINER AGREEMENT

FOR TAX BANKRUPTCY OR OTHER DELINQUENT TAX REMEDIES
DATE OF REQUEST:

MonthDayYearHourMinutesAM/PM Option
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 CodePhone Number
6. Requester's address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
7. Types of taxes involved

IRS income taxesIRS payroll taxesOther IRS taxesState income taxesState payroll taxesState sales or use taxesProperty taxesOther taxesOther problemRestitution pursuant to tax crime event
7b. WHICH STATE?
IF "OTHER" PLEASE PROVIDE BRIEF EXPLANATION:
7c. WHICH STATE?
7d. WHICH STATE?
8. IRS Account Transcripts:*

IRS Account Transcripts are attached (click Upload a File below)IRS Transcripts will be forwarded to Mr. KingI request that Mr. King obtain the transcripts (min. additional $500)Taxpayer's attorney or other tax professional has the transcriptsNot applicable
IF YOU WISH MR. KING TO OBTAIN THE IRS TRANSCRIPTS MR. KING NEEDS THE TAXPAYER TO SIGN IRS FORM 8821 OR EQUIVALENT STATE TAX FORM:

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 OR Upload File below:
8. UPLOAD A FILE: If transcripts are attached upload transcripts here:

Upload a File

Cancelof
9. Enter the tax years for which this consultation applies:
10. The consultation is being paid by :*

Not applicableTaxpayer is paying the fee directly to Mr. KingA Requesting Bankruptcy attorney is paying the fee directly to Mr. KingA Requester other than a Bankruptcy attorney is paying the fee directly to Mr. KingOther
11. TAX DISCHARGE OPINION SERVICE REQUESTED:

TAX DISCHARGE ANALYSIS ONLYREVIEW OF ALL DELINQUENT TAX REMEDIESEXPERT OPINION FOR MALPRACTICE CASECRIMINAL DEFENSEREPRESENT TAXPAYER IN TAX CONTROVERSYOTHER
If "other" please explain:
12a. CONSULTATION SHALL BE:

TELEPHONIC CONSULTATIONPRE-ARRANGED TELECONFERENCEIN-PERSON CONFERENCEOther
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:

TaxpayerTaxpayer's spouseRequesting professionalAnother party
13a. RETAINER AGREEMENT: This agreement is between Requester and Attorney:

BY SUBMITTING THIS FORM THE REQUESTER AGREES:

Requester agrees to give accurate, honest, full and fair disclosure of financial information, history, and circumstances.
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 agreementI do not agree to terms of retainer agreementOther
13c: MR. KING'S OFFICE HAS THE CREDIT CARD INFORMATION

YES - no need to include it hereNO - please enter CC information here:
14. METHOD OF PAYMENT:*

MasterchargeVISAAMEXDiscoverCheck (certified)Cash at time of consultation
15a. IN THE AMOUNT OF:*

$1,500 Research retainer$2,500 Research and written opinion retainer$5,000 Retainer$10,000 RetainerTo be determinedOTHER (see 15b below)
COMPLICATED CASES OR CASES INVOLVING LARGE LIABILITIES THE FEE MUST BE NEGOTIATED WITH THE KING FIRM.
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 BELOWWILL BE PAID BY OTHER MEANSNOT APPLICABLE
CREDIT CARD NO.
SECURITY CODE:
EXPIRATION DATE:
NAME ON CARD:

Same as Requester listed aboveSame as Taxpayer listed aboveOther - see next question
OTHER - IF NAME ON CARD IS DIFFERENT PLEASE PROVIDE NAME:
ADDRESS ON CARD:

Same as Requester listed aboveSame as Taxpayer listed aboveOther - see below
OTHER - ADDRESS FOR CARD IF DIFFERENT:
REQUESTER'S SIGNATURE:

N/AWILL BE OR HAS BEEN PROVIDED BY OTHER MEANSSUBMISSION OF THIS DOCUMENT REPRESENTS SIGNATURE
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.
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FORM 3a RETAINER AGREEMENT