Tax Returns Not Filed for Prior Years
We created these questions to get basic information about your tax situation. Just answer what you can to the best of your ability. If you prefer to discuss the topics covered in this questionnaire in person, please contact us to set up a personal meeting. The primary reason we ask for this information, all of which we will review in advance of any discussions at no charge, is to develop a framework of knowledge before the initial consultation. In its absence, our introductory interview will be a great deal more time-consuming.
You are not obligating yourself in any way by submitting this questionnaire and, if you end up not needing or wanting our services, the information provided will be securely removed from our system and destroyed. This questionnaire is for the use of Tax Defense ONLY. Tax Defense will never share, sell, or allow a third-party access to ANY of the information contained on this form.
If you prefer to have your initial consultation without completing this questionnaire,