Passport 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 $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 to have your initial consultation without completing this questionnaire,

 Click Here 

Why are you concerned about your US Passport? Click the box below that best describes your situation:
Is there a year or years where you did not file a tax return?
What years(s) have you not filed a tax return? Check all applicable year(s):
Has the IRS sent you a Notice and Demand for Payment (Form CP501)?
Is the balance due more than $52,000?
Did you receive one or more than one Notice and Demand for Payment?
Has the IRS sent you notice of filing a federal tax lien?
Has the IRS issued a tax levy against your assets or wages?
Did you notify the IRS of your new address? (NOTE: Filing a Change of Address form with the Post Office is not the same as sending notice to the IRS)
Have you contacted anyone at the IRS or US State Dept. about your passport issue, questions or concerns?
Do you have plans to travel outside the US in the next 45 days?

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