• Tax Relief & Resolution Questionnaire

    Complete this confidential questionnaire to help our tax-resolution team assess your situation before your consultation.
  • If you've fallen behind with the IRS or the state, you have options — and the right first step is understanding exactly where things stand. This confidential questionnaire helps our tax-resolution team assess your situation before your consultation. Estimates are fine; don't worry if you don't have every notice in front of you.

  • Contact Information

  • Format: (000) 000-0000.

  • Tax Issue Overview

  • Which tax authority is involved?*
  • Who owes the tax?*
  • Type of tax involved*

  • Filing Status

  • Are all of your required tax returns filed?*
  • What have the notices said?
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Any deadline dates shown on the notices?
     - -
    2 digit month, 2 digit day, 4 digit year
  • Have you received notices from the IRS or state?*
  • Do you have any existing arrangement with the IRS or state?*
  • Please remove or black out Social Security numbers and full account numbers before uploading. Uploads are optional — you may also provide documents later through our secure portal.

  • Prior Attempts & Current Finances

  • Are you currently working with another firm on this?
  • Current work situation*
  • Have you tried to resolve this before?*
  • Realistically, what could you manage today?*

  • Goals

  • How urgent is your situation?*
  • Should be Empty: