FORM 3b TAXPAYER IDENTIFICATION INFORMATION

FORM # 3b

TAXPAYER IDENTIFICATION INFORMATION

CONFIDENTIAL: TO MORGAN KING ONLY

The purpose of this information is to enable Morgan King to obtain the information he needs to properly assess the legal remedies that are available to help solve the taxpayer's tax issues.

This information is e-mailed only to the desk of Morgan King in Pleasanton, California. The information is not shared with any person or entity other than the tax entity from which the information must be obtained.

INFORMATION NEEDED TO OBTAIN TAX ENTITY INFORMATION FOR CLIENT

DATE:

Month Day Year Hour Minutes AM/PM Option

WHO IS FILLING OUT THIS FORM?

The taxpayer The taxpayer's attorney The Taxpayer's enrolled agent, CPA, or other professional Other Taxpayer's spouse

TAXPAYER'S NAME:

If taxpayer - taxpayer's age

Attorney's name

Status of other person filling out his form:

PHONE NO. WITH AREA CODE FOR PERSON FILLING OUT THIS FORM

TAXPAYER IS:

SINGLE INDIVIDUAL HUSBAND WIFE CIVIL PARTNER SINGLE - SPOUSE DECEASED WITHIN LAST 10 YRS MARRIED COUPLE

MARITAL STATUS:

YES & LIVING TOGETHER YES BUT LIVING APART GETTING A DIVORCE NOT MARRIED

CELL PHONE NO. WITH AREA CODE

EMAIL ADDRESS:

CONTACT PERSON:

CONTACT PERSON'S PHONE NO.

HOW WOULD YOU DESCRIBE YOUR MATTER?

Delinquent taxes Problems with a filed bankruptcy case My business is in trouble with debts and/or taxes Criminal charges Other

CATEGORIES OF TAX OWED:

1. Personal income taxes - IRS 2. Personal income taxes - State 3. Payroll withholding - IRS 4. Payroll withholding - State 5. Sales or use taxes 6. Other taxes

Describe other taxes

2. WHICH STATE?

4. WHICH STATE?

5. WHICH STATE?

WHO OWES THE TAX?

Individual taxpayer only Taxpayer and spouse jointly Taxpayer's business only Taxpayer and taxpayor's business Spouse only Spouse's business only

If spouse only, which spouse owes the tax?

Husband Wife

Is this for an application for Innocent Spouse status?

Yes No

CURRENT Address for taxpayer's residence:

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country

ADDRESS the taxing entity is using for the taxpayer (if different)

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country

TAXPAYER'S SOCIAL SECURITY NUMBER

SPOUSE'S SOCIAL SECURITY NUMBER

TAXPAYER'S BIRTH DATE:

SPOUSE'S BIRTH DATE:

TAXPAYER'S FORM OF EMPLOYMENT

Employed wage earner Self-employed - sole proprietorship Currently employed as an independent contractor Employed by taxpayer's corporation or partnership Unemployed Disabled Retired

DOING BUSINESS AS (business name)

Business structure

Corporation Professional corporation (doctor, lawyer etc) General partnership Sole proprietor LLC Other form

If in business - how many employees does the business have?

TAXPAYER'S BUSINESS I.D #

TYPE FIGURES AT RIGHT INTO BOX BELOW - THEN HIT "SUBMIT" *

FORM # 3b Taxpayer I.D.