Tax Resolution Intake Form
Please complete this intake form so we can better understand your tax situation and determine the next best step. Completing this form does not guarantee acceptance as a client. I understand this form is for intake purposes only and does not create a client relationship until services are accepted and payment/engagement terms are completed.
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
Submit Intake
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