Tax Resolution Client Intake Questionnaire

We are pleased to assist you with resolving your tax debt.

To get started, please complete the information requested below. Once this is completed - Check Your Email . We will be sending you access to your secure client portal to complete your client intake questionnaire form and we will provide you the next steps in the tax resolution process.

We Value the security of your information - so please submit all information in your Secure Client Portal

Primary Email*

First Name*

Last Name*

How much do you think you owe?*

Are you currently employed?*

How much do you make a year?*

Do you have any dependents?*

Are you currently on any payment plans with IRS?*

Do you have any retirement accounts?*

Do you have any life insurance plans with value?*

Do you have any virtual currency? (Bitcoin, Litecoin, Ethereum etc)*

Do you own or rent any properties?*

How many vehicles are registered in your name?*

Are you in bankruptcy?*

Have you experienced any hardships in last 5 yrs? (Death, loss of income, Illnesses etc)*

How did you get in this situation?*