Before You Begin
This intake form allows STW TAX PRO to gather the information needed to review your tax situation and prepare for your initial tax resolution strategy session. Please provide complete and accurate information and upload any IRS notices or relevant tax documents you have available.
Payment of the initial retainer and completion of this intake do not guarantee eligibility for any specific IRS resolution program or a particular outcome. Any additional tax resolution representation or services recommended after your initial review will require a separate service agreement and additional fees.
Section 1: Basic Info
Full Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Section 2: Tax Situation
Do you currently owe the IRS?
*
Yes
No
Not Sure
Estimated amount owed
*
Under $5,000
$5,000–$10,000
$10,000–$25,000
$25,000–$50,000
$50,000+
Not Sure
Tax years involved (e.g., 2019–2023)
*
Have you filed all your tax returns?
*
Yes
No
Not Sure
Section 3: Urgency
Have you received any IRS letters recently?
*
Yes
No
Are you currently facing any of the following?
*
Wage garnishment
Bank levy
Payment plan
None
Section 4: Financial Snapshot
Are you currently employed?
*
Yes
No
Monthly income range
*
Under $2,000
$2,000–$4,000
$4,000–$7,500
$7,500+
Prefer not to say
Do you own any major assets? (e.g., car, home, business)
*
Yes
No
If yes, briefly list assets
Section 5: Commitment Filter
Are you ready to take action to resolve your tax situation?
*
Yes
No
Can you invest at minimum $700 to resolving your tax debt if a solution is available?
*
Yes
No
Upload Tax Documents
Please upload any recent IRS notices or other documents related to your tax matter. If you do not have documents available right now, you may continue without uploading.
Upload Documents
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