Application For Those Filing Tax Returns For Refunds (NOT an ROE Application)

UPDATE: This program is only for people with $30,000 per year or more in Federal tax liability. If you have never paid $30,000 or more in a single year in Federal taxes, please click here to visit our partner site where they may be able to support you with a remedy for unfiled tax years only. Let PazTax know we referred you.

For those with over $30,000 in Federal tax liability, you will essentially be receiving a refund check far exceeding our fee.

Step 1: Please watch the educational video below in its entirety. Due to a high number of applicants, we require you to better educate yourself on this process. In doing so, you'll be equipped with everything you need to know about how our programs work and able to decide which program is indeed the right fit for your tax situation.

After watching the full 50 minute video and deciding which program is the right fit for you - please complete the questionnaire below.

'Click Here To Watch Video'

Step 2: Please complete the appropriate application. If ROE is a better fit for you, please use ROE APPLICATION instead. Your answers will allow us to get an overview of your existing tax situation and any existing tax issues that may require resolution. If you and your spouse have a different situation, you can each apply for the remedy best suited to each, even if they differ. There is no obligation or cost to you for our determination of the recommended plan for your situation.

1. What is your First Name?

2. What is your Last Name?

3. Date you are filling out this form?

Date

4. Your Email address?

example@example.com

4a. Current mailing address?

5. For the purposes of our contact with you only, your phone number is

Format: (000) 000-0000.

6. Are you married?

7. If you are married, do you file jointly?

8. Is your spouse philosophically in agreement with using tax strategies/remedies that are non-traditional or alternative to the status quo?

9. What is your approximate annual Federal tax liability? This is your federal withholdings from your pay (not including Social Security and Medicare). If you owe more than your withholdings include that. If you get a refund, deduct that amount. (check page 2 of your most recent 1040 where it says, "Total Tax" usually on line 24)

10. Would you like us to seek a refund of Social Security and Medicare (FICA taxes)? If interested, please watch this 9-minute video to help you decide. https://www.loom.com/share/23a41facc2bb4540a950c81129d047a3

11. If you have a W-2 job now, will you leave or retire from it permanently within 18 to 24 months?

12. If you have a W-2 job, is this income from your own business? In other words, are you your own employer?” If not applicable, please write "N/A".

13. What state do you live in?

14. What is your approximate annual State tax liability?

15. For what tax year did you last file a form 1040 tax return?

16. Do you work directly for the federal government or expect to in the future?

17. Do you work directly for the state government?

18. Do you have any IRS liens, levies, back debts or installment plans? If so, please explain. If none, write "not applicable".

19. Are you an American citizen?

20. After watching the full 50 minute video, which program (ROE/Self-Employed or W-2 Income) do you feel your the best fit for you and why? Please explain your situation in as much detail as possible.

22. How much did you you pay (or will you pay) in taxes for each of the following years: 2023, 2024

17. As Kelly mentioned in the video, we can amend tax returns dating back as far as 3 years prior and get the IRS to send you a refund check for the FULL amount you paid each year. Our fee is 50% of the full amount, of which the majority is paid out to us only when you have the refund check in hand. There is a discount if you have more than one year to amend. Would you like us to include a quote for this program in your proposal?

18. If you answered yes to the previous question, we will need your tax returns for all years you intend to do an amendment. If you answered no to the previous question, we require your latest tax return only. Due to the sensitivity of handling your tax data, we require all documents to be uploaded to our secure platform Liscio. You will receive an email invitation shortly after submitting this questionnaire containing your Liscio invite. Please follow the instructions and upload your return document(s). We cannot send a proposal until this step is completed.

15. Who referred you or how did you find us?

22. This program is a 4-Figure, potentially 5-figure investment (depending on several variables) to no longer file and pay federal income taxes. This will end your state tax liability in most cases also. Remember, the tax savings from this program will apply to your taxes every year for the rest of your life! Simply put, this one-time investment = a lifetime of being federal income tax-free. Are you ready and willing to make this investment?

21. How did you find us (who referred you)?

22. Tell us your story. Give us anything pertinent to you that is tax related that’s causing you stress (if applicable).

23. Are you currently enrolled in any freedom-seeking programs (citizenship, passport, etc.)? If yes, please explain. If no, please write N/A.

24. Should you choose to move forward, we will collect payment using your preferred payment method within 2 weeks of accepting our proposal. Which of the following is your preferred payment method? To use multiple, select other and share how you would like to make your payment.

26. What questions do you have for us to answer on the upcoming Friday Q and A Zoom Meeting?

26. Do you work in a government office in the District of Columbia or expect to in the future?

$ amount every Two Weeks

$ amount Twice per Month

$ amount Monthly

$ amount every Two Weeks

$ amount Twice per Month

$ amount Monthly

31. Are you primarily self-employed?

26. Will you pay a minimum of $30,000 in federal income taxes this year?

25. Which tax year with a minimum $30,000 federal tax liability is this application for? This application must be submitted for each different un-filed year. If you have multiple un-filed years you're seeking a refund for, please complete this application again for each specific year.

Are you interested in a done-for-you program or a learn at your own pace self-guided program to do this yourself?

26. Do you already have a TaxSlayer.com account?

27. Do you or will you have a draft of your tax return from your CPA or tax preparer?

We take your privacy seriously; we will never communicate with any government agency concerning what you provide here and will not share or sell your info to ANYONE. Period. You can contact us at info@mytaxremedy.com