Bryson Law Firm, LLC Pre-Consultation Information Packet

1
Name* This field is required.
First Name
Middle Initial
Last Name
2
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
3
Phone Number
Area Code
Phone Number
4
Do We Have Permission to Text You?
YESNO
5
Email
example@example.com
6
Preferred Communication Preference
Call First
Text First
Email First
Call Second
Text Second
Email Second
Call Third
Text Third
Email Third
Other
7
Is There Anything In Particular We Should Know About Contacting You, Such as the Best Times to Call, When to Text vs. Call, Etc.?
8
Do You Prefer Email or Regular Mail Correspondence?
Email Correspondence
Regular Mail Correspondence
9
Date of Birth
Date
Month
Day
Year
10
Social Security Number
11
Occupation
12
Employer
13
Annual Income
14
Marital Status
Single
Divorced
Married
Separated
Widowed
Married with Separate Liability
15
If You are Separated or Divorced, Name(s) of Spouses/Ex-Spouses
16
Spouse (If Applicable)
First Name
Last Name
17
Spouse Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
18
Spouse Phone Number
Area Code
Phone Number
19
Do We Have Permission to Text Spouse?
YESNO
20
Spouse Email
example@example.com
21
Preferred Communication Preference
Call First
Text First
Email First
Call Second
Text Second
Email Second
Call Third
Text Third
Email Third
Other
22
Spouse Date of Birth
Date
Month
Day
Year
23
Social Security Number
24
Spouse Occupation
25
Spouse Employer
26
Spouse Annual Income
27
Business Name
28
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
29
Business Phone Number
Area Code
Phone Number
30
Business EIN
31
Business Website
32
Is Your Company Still Operating?
YESNO
33
Does Your Company Have Any Assets?
YESNO
34
List All Current and/or Former Business Partners
35
In What Areas Do You Need Assistance? (Select ALL That Apply)
IRS Liability
State Liability
Bookkeeping/Accounting
Tax Preparation
Payroll Processing
Audit
Tax Planning
Other
36
What Does Your Tax Problem Involve? (Select ALL That Apply)
Income Tax
Payroll Tax
Sales Tax
Other
37
How Much is Allegedly Owed to the IRS and/or LDR? For Which Tax Years?
38
Which Tax Periods are Not Filed?
39
How Do You File Your Tax Returns?
Married Filing Jointly
Married Filing Separately
Single
Head of Household
40
Has the IRS Contacted You?
YESNO
41
If YES, How Has the IRS Contacted You?
Letters
In Person
Phone
42
Are You Facing Any Deadlines with the IRS or LDR?
YESNO
43
Have Any Wage Garnishments or Bank Levies Taken Place or Been Threatened?
YESNO
44
Is There a Revenue Officer or Agent Assigned to Your Case?
YESNO
45
If You Have a Revenue Officer or Agent Assigned to Your Case, What is Their Name?
46
The more we understand your objectives, the better we can serve you. Please take a minute and tell us why you want to solve your tax problems at this time?
Huge
Large
Normal
Small
Ok
Ok
47
How Did You Hear About Us?
CPA
Attorney
Friend
Letter
Facebook
Website
Google
Instagram
LinkedIn
Radio
Phone Book
225 Magazine
iHeart Online
Other
48
Referral Name (CPA, Attorney, or Friend)
First Name
Last Name
49
Radio Station
WDGL 98.1
WJBO 1150
WYNK 101.5
NWXX 104.5
BFMF 97.1
KPEL 96.5/AM 1420
KTDY 99.9
KMDL 97.3
KFTE 105.1
WWL 105.3
WKBU 95.7
WRNO 99.5
KEEL 710
KRMD AM 1340
KATL 98.1
KBDV 92.7
KRWR 92.1
KTBB 600/97.5
50
CPA or Accountant you Would Like for us to Collaborate with (3rd Party Authorization Form Required)
51
Attorney You Would Like Us to Collaborate With (3rd Party Authorization Form Required)
52
Other Person(s) You Would Like Us to Collaborate With (3rd Party Authorization Required)
53
Please Upload Any Images of Relevant IRS Correspondence, Tax Returns, Etc. that will Enable Us to Better Understand Your Needs This Can Be Smartphone Photos
54
Please Upload Any Documents of Relevant IRS Correspondence, Tax Returns, Etc. that will Enable Us to Better Understand Your Needs
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
55
Please Upload a Photo of your Driver's License* This field is required.
56
Please Upload a Photo of Your Driver's License; if MFJ liability, Please Upload Photo of Spouse's Driver's License Also* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
57
I understand that in answering these questions, I have not yet engaged Bryson Law Firm, LLC, that no Attorney-Client relationship has been formed, and until signing an Engagement Agreement, Power of Attorney, and Payment Authorization Form, Bryson Law Firm, LLC does NOT represent me. Further, I understand that any discussions had in my free, initial consultation with Bryson Law Firm, LLC are solely to give me an overview of what to expect should I engage Bryson Law Firm, LLC and should not be construed as legal advice. * This field is required.
Clear
58
"LIKE" Us on Facebook! *You must press SUBMIT for your packet to be complete*
Should be Empty: