Tax Resolution Intake Form
We’ll review your situation and get back to you quickly with your best next steps.
Full Legal Name
*
First Name
Middle Name
Last Name
Phone Number
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Please enter a valid phone number.
Email
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example@example.com
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Tax Issue Overview
*
Unfiled returns
Back taxes owed
IRS or State notices
Tax lien
Tax levy/garnishment
Audit or examination
Other
Tax Years Involved (check all that apply)
2024
2023
2022
2021
2020
Before 2020
Estimated Balance Owed
Please Select
Less than $10k
$10k – $25k
$25k – $50k
Over $50k
Unsure
Received IRS or State Letters?
*
Yes, I will upload
No
Current Collection Actions
*
Yes – Wage garnishment
Yes – Bank levy
No
Desired Outcome
*
Desired Outcome
Lower my tax debt
Stop collection actions
Avoid wage garnishment/bank levy
Negotiate affordable payments
Other
Provide a brief explanation of your tax matter that needs assistance.
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This helps make sure that we've captured your reason for this inquiry.
Upload Supporting Documents – Recent letters/notices, prior tax returns, wage statements, etc.
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The more information provided now, the more effective this will be.
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