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IRS TAX RESOLUTION

Can't Pay the IRS
Strategy Session Intake

IRS TAX RESOLUTION

If you owe the IRS and cannot pay in full, this short form helps us understand your situation before your Strategy Session.
This allows us to review your options and make the call more productive.

Contact Information

IRS SITUATION

Estimated total IRS balance owed
Under $10,000
$10,000–$25,000
$25,000–$50,000
$50,000–$100,000
$100,000+
What best describes your situation?
I owe the IRS and cannot pay in full
I am on a payment plan but struggling
I have not set up any arrangement yet
I am not sure what my options are
Other
Have all required tax returns been filed?
Yes
No
Not sure

CURRENT RISK LEVEL

Are you currently experiencing any of the following?
Have you received a Final Notice (LT11 or Letter 1058)?
Yes
No
Not sure

FINANCIAL POSITION

Employment status
W-2 employee
Self-employed
Business owner
Combination
Do you currently have the ability to make monthly payments toward your tax balance?
Yes
No
Not sure
Which best describes your financial situation right now?
I can pay something monthly but not the full balance
I am struggling to cover basic living expenses
I have some savings or assets
Not sure

INTENT

Briefly describe your situation and what you are looking to resolve. 

Are you prepared to take action if a clear resolution strategy is identified?
Yes
No
Not sure

What Happens Next

After submitting this form, you will be directed to schedule your Strategy Session. We will use your responses to review your IRS balance and filing status, identify potential risks, and walk through the resolution options that may apply to your situation.

CONTACT US
LET'S CONNECT
BUSINESS HOURS

  Hello@AureusAdv.com

Mon - Thurs: 7am - 4pm

​​Fri: 8am - 12pm

​Sat & Sun: Closed

  210-245-8554

  12790 FM 1560 #581

  Helotes, TX 78023

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