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IRS TAX RESOLUTION

IRS Notice
Strategy Session Intake

IRS TAX RESOLUTION

Please complete this short form so we can understand your situation before your Strategy Session. 

Contact Information

IRS Situation

What type of IRS notice did you receive?
CP504
LT11 / Letter 1058
Wage Garnishment Notice
Bank Levy Notice
Not sure
Other
What is your estimated total balance owed?
Under $10,000
$10,000–$50,000
$50,000–$100,000
$100,000+

Urgency and Risk

Have all required tax returns been filed?
Yes
No
Not sure
Are you currently experiencing any of the following?
How soon do you need to resolve this?
Immediately
Within 30 days
Within 90 days
Just exploring options

Financial Position

What is your current employment status?
W-2 employee
Self-employed
Business owner
Not currently working
Other
Do you currently have the ability to make monthly payments if needed?
Yes
No
Not sure
Do you have any significant assets (home, business, savings, etc.)?
Yes
No
Not Sure

Commitment

Are you prepared to take action to resolve this if a clear plan is provided?
Yes
No
Not sure

Additional Details

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 notice, assess your current collection risk, and walk through the resolution options available to you.

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