Criminal Investigation Questionnaire


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 $1000.  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 to have your initial consultation without completing this questionnaire,

 Click Here 

Have you been contacted by the IRS Criminal Investigation Division?
How did they contact you?
Did you speak with the IRS agent(s)?
Check all descriptions below that apply to you:
If you haven’t been contacted directly by the IRS Criminal Division, but are concerned you may be the subject of a possible IRS criminal investigation, please answer the following:
Please check the statement below that applies to you:
Please check each box that describes something you know or were told has occurred:

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