Wright Tax Solutions Pre-Consultation Questionnaire

Wright Tax Solutions Pre-Consultation Questionnaire

The consultation is a 30-minute appointment designed to discuss your tax situation, identify the primary issues, and determine whether Wright Tax Solutions is the right firm to assist you. Consultation Fee: $75 Complete the questionnaire below and submit your payment. After payment is completed, you’ll be redirected to our scheduling calendar to select your appointment date and time. The consultation fee is non-refundable.
Client and Contact Information
Full Name

First NameMiddle NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Preferred Method of Contact
I am seeking assistance for
Business Information and Issue Summary
Business Name
Business Entity Type

Other
What prompted you to contact Wright Tax Solutions?

Other
Briefly describe your tax situation
Federal Filing Status and Unfiled Returns
Are all required federal tax returns currently filed?
Which tax years do you believe are unfiled?
Approximately how many years are unfiled?
Business and Texas Filing Status
Are all required business tax returns filed?
Are all required Texas Franchise Tax reports filed?
Is the business currently operating?
Does the business have employees?
Are payroll tax returns current?
Does the business owe payroll taxes?
Is the business registered and in good standing with the State of Texas?
Federal Tax Balance and IRS Collection Status
Do you currently owe federal taxes?
If yes, approximately how much do you believe you owe?
Do you owe for more than one tax year?
Are you currently on an IRS installment agreement or payment plan?
If yes, what is the current status?
Have you received any of the following?

Other
Most recent IRS notice number, if known
Date of most recent IRS notice

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Prior Professional Involvement and Requests
Have you previously worked with another tax professional regarding this issue?
If yes, what type of professional?

Other
Is that person or company still representing you?
Have you previously submitted or requested any of the following?

Other
Goals, Readiness, and Acknowledgments
What would you most like help accomplishing?

Other
What is your biggest concern about your tax situation right now?
If additional professional services are needed, are you prepared to invest in resolving your tax matter?
Are you willing to provide requested documents and information promptly so your matter can move forward?
Acknowledgment: I understand that any additional services will require a separate engagement.
Acknowledgment: I understand that the scope of work may be limited based on the information and documents provided.
Acknowledgment: By scheduling a consultation with Wright Tax Solutions, Inc., I understand that:• The $75 consultation fee is non-refundable.• The consultation is a 30-minute appointment to discuss my tax situation and determine appropriate next steps.• Payment must be completed before an appointment can be scheduled.• One reschedule is permitted with at least 24 hours’ notice.• Cancellations or reschedule requests made less than 24 hours before the appointment, and missed appointments, result in forfeiture of the consultation fee. A new fee will be required to schedule another appointment.• Payment for a consultation does not constitute an engagement of Wright Tax Solutions, Inc. for tax preparation, tax compliance, tax resolution, representation, or other professional services. Any additional services require a separate engagement agreement.
Acknowledgment: I understand the consultation is limited to the $75 consultation scope.
Type a question
Typed Name / Electronic Acknowledgment

First NameMiddle NameLast Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
prevnext( X )
Tax Consultation
30-minute consultation to discuss your tax situation and determine the appropriate next steps. Consultation fees are non-refundable.

$75.00

Total

$0.00
Should be Empty:

Wright Tax Solutions Pre-Consultation Questionnaire

Client and Contact Information

Business Information and Issue Summary

Federal Filing Status and Unfiled Returns

Business and Texas Filing Status

Federal Tax Balance and IRS Collection Status

Prior Professional Involvement and Requests

Goals, Readiness, and Acknowledgments