Tax Intake Form - Westward Law PLLC

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 admin@westwardlaw.org

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.

First Name*

Last Name*

Email*

What is your street address?*

Do you rent or own your home / residence?*

Do you have children?

No, I have no children

Yes, and 1 or more are minors

Yes, and they are all adults

What type of taxes do you owe?*

Besides the issue at hand, have you had other IRS tax issues in the past that are now resolved?

What tax years are at issue?*

Have you been in contact with the IRS?*

If you have a pending tax bill, do you feel that there is a reason that you should not owe the IRS?*

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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.

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