THE IRS KNOWS
We need some basic information about your situation - we'd like you to answer the questions on this form. Do the best you can - we understand you may not have all the information requested. It's much easier for everyone if we can come to our first discussion prepared. As an added incentive, if you submit a completed questionnaire, the initial consultation is free.
If you prefer not to complete this form, either go to the "Book Online" tab or call us to schedule your initial consultation. If you choose this option, the initial consultation fee is $300. However, that amount will be applied as a one-time credit to fees incurred in the future.
This form is meant to facilitate our interview process and creates no future obligations or relationship between the parties. If you do not retain our services, your form will be removed from our system and securely destroyed. This questionnaire is for the use of Tax Defense ONLY. Tax Defense will never share, sell, or allow a third-party access to this form or ANY of the information on this form.
If you prefer not to complete this questionnaire,
(NOTE: You may be an “innocent” or “injured” spouse if the tax liability is partially or entirely related to your spouse’s or ex-spouse’s tax filings or pre-marital debts – if so, please fill out the questionnaire for “Innocent or Injured Spouse”)
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