Case Review Worksheet

Hello my friend, and welcome to the Tax Rescue CPA! I'm so glad you are giving us the opportunity to help. You have taken the first step in getting your taxes FILED. Good for you!

We'll start by reviewing your IRS transcripts We do this using IRS Form 8821, Tax Information Authorization. This authorization will allow the IRS to share your transcripts with us so we know exactly how to best help you. (Note: Form 8821 is NOT A Power of Attorney. Form 8821 DOES NOT allow Tax Rescue CPA to represent you, or act on your behalf before the IRS.)

We will prepare the Form 8821 and send it to you for signature. You will need to sign and return the Form us. The IRS' processing time is usually less than two weeks.

Then we analize your IRS transcripts and tax history. The focus being on determine your exact needs and looking for oppotunities to reduce penalties.

We will share our findings and recommendations with you and then we get to work!

Rest assured, you WILL NOT receive a phone call from a pushy salesperson trying to sell you services. In fact, WE WILL NEVER call you unscheduled. The only time we use the phone is for a pre-scheduled consultation, if need be.

Please take a few mintues and provide the information requested below fully and completely. Finding out as much as possible about your situation now, will set the stage for the best help we can give!

Thank you for giving us the opportunity to provide you will excellent service! But, I do want to tell you, if you ever feel like you are not receiving the best service possible---> feel free to reach out to me personally, I'm a real person who appreciates you.

Jeffrey S. Roltgen, Tax Rescue CPA

Main Contact Person Regarding Tax Matters*

First Name (full legal)Middle Initial (required)Last NameSuffix

Your Best Email Address*

The majority of your communications will be via Email. Be sure this is an email address you check regularly.

Phone Number*

We will ONLY use this number for scheduled appointments

Are you married?*

YesNoYes I'm married, but I'm either filing separately or am only interested in dealing with my taxes at the moment. Please disregard my spouse for now.

Spouse Name*

First NameMiddle InitialLast NameSuffix

Spouse's Best Email Address*

The majority of your communications will be via Email. Be sure this is an email address you check regularly.

Address*

Street Address

Unit #

CityState

Zip Code

How can we best help you?*

How did you find out about us?*

Years of unfiled tax returns*

Are you able to scan a document to pdf and upload it online? (either using your phone or other hardware)*

YesNo

Have you received a letter (notice) from the IRS regarding your debt or unfiled tax returns within the last 6 months?*

YesNo

Upload a copy of the most recent IRS letter received.

Basic Tax Information

Please answer the following questions based on a "typical" year for you. We'll get into the specifics of each year later.

In how many states do you have taxable income*

1 State2 StatesMore than 2 States

How many total sources of income do you have? (employee jobs, investment accounts, pensions, social security, etc)*

Are you self-employed?*

YesNoOther

How many rental properties do you own?*

How many Children/Dependents do you have?*

Upload your prior year tax return, if available.

Prior Year Tax Return, both Federal & State, if applicable

Provide any other details that may be helpful.

Discount Code

The first step-Free Tax Review!