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IRS TAX RESOLUTION

Unfiled Tax Returns
Strategy Session Intake

IRS TAX RESOLUTION

Please complete this short form so we can understand your filing situation before your Strategy Session.
This allows us to review what years may be missing and make the call more productive.

Contact Information

IRS SITUATION

How many years of tax returns are currently unfiled?
1 year
2–3 years
4–6 years
7+ years
Not sure
Do you know which years are unfiled?
Yes, I know exactly which years
I have a general idea
I am not sure
Have you received any IRS notices about missing tax returns?
Yes
No
Not sure
Has the IRS filed a return on your behalf (Substitute for Return)?
Yes
No
Not sure
Do you expect to owe taxes once your returns are filed?
Yes
No
Not sure

CURRENT RISK LEVEL

Are you currently experiencing any IRS collection activity?
How urgent does your situation feel right now?
Immediate action needed
Concerning but manageable
Just getting ahead of it
Not sure

FINANCIAL POSITION

What is your approximate annual income?
Under $50,000
$50,000 – $100,000
$100,000 – $250,000
$250,000+
Prefer not to say
Do you currently have the ability to pay any potential tax balance?
Yes, in full
Partial ability to pay
No, I cannot pay at this time
Not sure

INTENT

Are you prepared to take action if a clear resolution strategy is identified?
Yes, I am ready to move forward
I am exploring my options
Not at this time

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
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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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