Tax Resolution Inquiry

Submitting this form does not create a client relationship, and Allison Accounting does not provide tax advice, recommendations, tax planning analysis, notice analysis, or representation until an engagement is accepted.

Contact Information

First Name *

Last Name *

Email *

Phone *

Best Way to Contact You *

Email

Phone

Text

Are you currently a client of Allison Accounting? *

Yes

No

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

I am not sure

Notice Details

Do you have a copy of the full notice available? *

Yes

No

I need to locate it

I am not sure

What is the date shown on the notice? *

Is there a response deadline listed on the notice? *

Yes

No

I am not sure

If yes, what is the deadline? *

Is there a balance due listed on the notice? *

Yes

No

I am not sure

If yes, what amount is shown as due? *

Have you already responded to the notice? *

Yes

No

I am not sure

If yes, briefly describe how you responded. *

Have you spoken with the IRS, state agency, or another representative about this issue? *

Yes

No

I am not sure

If yes, briefly describe what was discussed. *

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

Yes

No

I am not sure

Are you currently represented by another tax professional, attorney, or enrolled agent for this issue? *

Yes

No

I am not sure

If yes, who is currently representing you? *

Existing Coverage or Plan

Do you believe this issue may be covered by audit protection, correspondence-only protection, or a monthly service plan? *

Yes

No

I am not sure

Not applicable

If yes, which coverage or plan do you believe may apply? *

Audit protection

Correspondence-only protection

Monthly CPA Support

Thank You!

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Tax Resolution Inquiry

Contact Information

Notice or Tax Problem Type

Tax Year and Return Type

Notice Details

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Notice Upload Instructions

Urgency and Escalation

Prior Filing and Representation

Existing Coverage or Plan

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