Tax Dispute: Attorney Intake Form

 

If you're facing an audit or other IRS action, you are probably very worried about how to deal with the problem. If you disagree with an IRS action, you may want to challenge the government, but that can be intimidating. To help put your mind at ease, you should find an attorney who has tax experience to help you though either process. You can help your tax attorney help you by completing this form, which provides basic information a lawyer needs in tax matters.

Name:

________________________________________

Spouse's name (if you file jointly):

________________________________________

Address:

________________________________________

Telephone numbers (home, work, cell, pager):

________________________________________

Social Security Number:

________________________________________

Spouse's SSN (if you file jointly):

________________________________________

Date of birth:

________________________________________

Employment status:

________________________________________

Annual salary (to help determine your tax liability):

________________________________________

Other sources of income:

 

 

Please provide copies of your tax returns from the last three years, plus returns, correspondence and documentation involved in your dispute.

Are you being audited? __Y/__N If yes, please describe the basis for the audit (to the best of your knowledge):

 

 

Have you ever been audited in the past? __Y/__N If yes, please describe how the audit was resolved (including any payment arrangements):

 

 

Are you facing another IRS action other than an audit? __Y/__N If yes, please describe:

 

 

Are you pursuing a dispute with the IRS? __Y/__N If yes, describe your complaint in as much detail as possible, providing dates and indicating whether you have supporting documentation (please provide copies):

 

 

Have you filed a formal complaint with the IRS? __Y/__N If yes, please describe and provide documentation:

 

 

Has your complaint been disposed of by the IRS? __Y/__N If yes, what was the outcome of the proceedings?

 

 

Did you complain to anyone at the IRS informally? __Y/__N If so, what was the response to your complaint?

 

 

 

What is your desired outcome?