Tax / IRS Defense – 

Initial Intake Form

Please answer these additional questions. 

 We will need this information to prepare for our meeting with you.  If you have any recent IRS letters or notices, be sure to bring those with you to our first meeting, or send them to us prior to the meeting by email to

IRS and Tax Initial Questionnaire

This information is collected in order to provide us with the necessary detail to prepare for a meaningful initial consultation with you when you arrive at the Westward LAW offices.

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This is just the bare minimum of information that we will need from you to determine how we can help you with your tax dispute or collection matter with the IRS.  We will follow up if we need anything else in advance of our first meeting with you.