FORM 3b TAXPAYER IDENTIFICATION INFORMATION

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FORM # 3b Taxpayer I.D.
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:

MonthDayYearHourMinutesAM/PM Option
WHO IS FILLING OUT THIS FORM?

The taxpayerThe taxpayer's attorneyThe Taxpayer's enrolled agent, CPA, or other professionalOtherTaxpayer'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 INDIVIDUALHUSBANDWIFECIVIL PARTNERSINGLE - SPOUSE DECEASED WITHIN LAST 10 YRSMARRIED COUPLE
MARITAL STATUS:

YES & LIVING TOGETHERYES BUT LIVING APARTGETTING A DIVORCENOT MARRIED
CELL PHONE NO. WITH AREA CODE
EMAIL ADDRESS:
CONTACT PERSON:
CONTACT PERSON'S PHONE NO.
HOW WOULD YOU DESCRIBE YOUR MATTER?

Delinquent taxesProblems with a filed bankruptcy caseMy business is in trouble with debts and/or taxesCriminal chargesOther
CATEGORIES OF TAX OWED:

1. Personal income taxes - IRS2. Personal income taxes - State3. Payroll withholding - IRS4. Payroll withholding - State5. Sales or use taxes6. Other taxes
Describe other taxes
2. WHICH STATE?
4. WHICH STATE?
5. WHICH STATE?
WHO OWES THE TAX?

Individual taxpayer onlyTaxpayer and spouse jointlyTaxpayer's business onlyTaxpayer and taxpayor's businessSpouse onlySpouse's business only
If spouse only, which spouse owes the tax?

HusbandWife
Is this for an application for Innocent Spouse status?

YesNo
CURRENT Address for taxpayer's residence:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
ADDRESS the taxing entity is using for the taxpayer (if different)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
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 earnerSelf-employed - sole proprietorshipCurrently employed as an independent contractorEmployed by taxpayer's corporation or partnershipUnemployedDisabledRetired
DOING BUSINESS AS (business name)
Business structure

CorporationProfessional corporation (doctor, lawyer etc)General partnershipSole proprietorLLCOther 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"*
Should be Empty:

FORM # 3b Taxpayer I.D.