Tax Planning Inquiry

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Are you currently a client of Allison Accounting? *

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I have worked with Allison Accounting before, but I am not currently active

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Business Information

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What does your business do? *

What state is your business located in? *

Do you operate in more than one state? *

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If yes, which states? *

Have you worked with a tax professional on planning before? *

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If yes, what did that planning include? *

If yes, briefly describe the notice or issue. *

Are you currently under audit or dealing with collections, liens, levies, garnishments, or payment plan issues? *

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Tax Planning Inquiry

Contact Information

Business Information

Entity and Ownership

Income and Profit

Planning Concerns

Books and Records

Current Tax and Filing Situation

Thank You!

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