Priority Review form

TAX CONTROL PRIORITY REVIEW™

Let's Identify What This Notice Requires.

Complete the questions below so we can understand the communication you received, identify important dates and issues requiring attention, and determine the appropriate next step.

After submitting this form, you will be directed to securely upload the complete notice or letter for review.

Important: Please do not enter Social Security numbers, EINs, bank account numbers, or other highly sensitive financial information into this form. You will receive a separate secure method for submitting supporting documents.

Click the button below to start.

Start

Question 1 of 26

First and Last Name

Paragraph answer

Question 2 of 26

Email Address

Paragraph answer

Question 3 of 26

Best Phone Number

Paragraph answer

Question 4 of 26

Who is the notice or letter addressed to?

(Select all that apply)

A

Me personally

B

Me and my spouse

C

My business

D

Me personally and my business

E

Someone else

Question 5 of 26

Which agency sent the notice or letter?

(Select all that apply)

A

Internal Revenue Service (IRS)

B

State tax agency

C

Local tax authority

D

More than one tax agency

E

I'm not sure

Question 6 of 26

What type of communication did you receive?

A

Balance due / amount owed

B

Request for additional information

C

Missing return / return not filed

D

Proposed tax adjustment

E

Examination or audit-related communication

F

Collection-related communication

G

Payment-related issue

H

Penalty or interest notice

I

Identity verification request

J

Business/payroll tax communication

K

Tax lien or levy-related communication

L

Notice of intent to take collection action

M

Other

N

I'm not sure what the notice means

Question 7 of 26

What is the notice or letter number, if shown?

(For example: CP14, CP2000, LT11, Letter 1058, or another number shown on the communication. Leave blank if you're unsure.)

Paragraph answer

Question 8 of 26

What tax year or period does the notice reference?

(Example: 2024, 2025, Q2 2025, or multiple years)

Paragraph answer

Question 9 of 26

Does the notice give you a date by which you must respond, pay, provide information, or take another action?

A

Yes

B

No

C

I'm not sure

Question 10 of 26

What date is shown?

(Enter the response, payment, hearing, appeal, or other deadline shown on the notice.)

Paragraph answer

Question 11 of 26

Has that date already passed?

A

Yes

B

No

C

I'm not sure

Question 12 of 26

Does the communication mention any of the following?

A

Intent to levy

B

Tax lien

C

Wage garnishment

D

Bank levy

E

Seizure

F

Appeals rights

G

Collection action

H

Examination or audit

I

Court or Tax Court

J

Deadline to petition

K

Final notice

L

Immediate payment

M

None of these

N

I'm not sure

O

New Choice

Question 13 of 26

Does the notice say that you owe money?

A

Yes

B

No

C

I'm not sure

Question 14 of 26

Approximately how much does the notice say is owed?

Paragraph answer

Question 15 of 26

Does the amount include penalties or interest?

A

Yes

B

New Choice

C

I'm not sure

Question 16 of 26

Have you already responded to this notice?

A

No

B

Yes — I responded myself

C

Yes — my tax preparer/accountant responded

D

Yes — another professional responded

E

I'm not sure

Question 17 of 26

Have you spoken with the IRS or other tax agency about this matter?

A

Yes

B

No

Question 18 of 26

If yes, briefly tell us what happened.

(Tell us when you contacted them, what you were told, and whether you agreed to anything or submitted any documents.)

Paragraph answer

Question 19 of 26

Have you made any payment toward the amount shown?

A

Yes

B

No

C

Not applicable

D

I'm not sure

Question 20 of 26

Is another tax professional currently representing or assisting you with this matter?

A

Yes

B

No

C

I'm not sure

Question 21 of 26

What would you most like us to help you understand?

A

Why I received this notice

B

Whether the amount appears to require further review

C

What the notice is asking me to do

D

What deadline I need to pay attention to

E

What documents may be needed

F

Whether I should respond

G

What my available next steps may be

H

Whether additional professional assistance may be appropriate

I

Something else

J

New Choice

Question 22 of 26

In your own words, what concerns you most about this notice?

(You don't need to know the tax terminology. Tell us what happened and what you're concerned about.)

Paragraph answer

Question 23 of 26

We need to see the actual communication before the Priority Review can be completed.

(After submitting this form, you will be directed to the secure upload step. Upload the complete notice—not just the first page. Include every page you received so the communication can be reviewed in context.)

Question 24 of 26

I understand that my Priority Review cannot be completed until I provide the complete notice or communication for review.

A

Yes

Question 25 of 26

I confirm that the information I have provided is accurate and complete to the best of my knowledge.

A

Yes

Question 26 of 26

I agree that The Tax Control Group may contact me regarding this Priority Review and the information I submitted.

A

Yes

Confirm and Submit

Name

Email

Subscribe to our email list

Priority Review form

Let's Identify What This Notice Requires.

Click the button below to start.

First and Last Name

Email Address

Best Phone Number

Who is the notice or letter addressed to?

Which agency sent the notice or letter?

What type of communication did you receive?

What is the notice or letter number, if shown? (For example: CP14, CP2000, LT11, Letter 1058, or another number shown on the communication. Leave blank if you're unsure.)

What tax year or period does the notice reference? (Example: 2024, 2025, Q2 2025, or multiple years)

Does the notice give you a date by which you must respond, pay, provide information, or take another action?

What date is shown? (Enter the response, payment, hearing, appeal, or other deadline shown on the notice.)

Has that date already passed?

Does the communication mention any of the following?

Does the notice say that you owe money?

Approximately how much does the notice say is owed?

Does the amount include penalties or interest?

Have you already responded to this notice?

Have you spoken with the IRS or other tax agency about this matter?

If yes, briefly tell us what happened. (Tell us when you contacted them, what you were told, and whether you agreed to anything or submitted any documents.)

Have you made any payment toward the amount shown?

Is another tax professional currently representing or assisting you with this matter?

What would you most like us to help you understand?

In your own words, what concerns you most about this notice? (You don't need to know the tax terminology. Tell us what happened and what you're concerned about.)

We need to see the actual communication before the Priority Review can be completed. (After submitting this form, you will be directed to the secure upload step. Upload the complete notice—not just the first page. Include every page you received so the communication can be reviewed in context.)

I understand that my Priority Review cannot be completed until I provide the complete notice or communication for review.

I confirm that the information I have provided is accurate and complete to the best of my knowledge.

I agree that The Tax Control Group may contact me regarding this Priority Review and the information I submitted.

Confirm and Submit

What is the notice or letter number, if shown?

(For example: CP14, CP2000, LT11, Letter 1058, or another number shown on the communication. Leave blank if you're unsure.)

What tax year or period does the notice reference?

(Example: 2024, 2025, Q2 2025, or multiple years)

What date is shown?

(Enter the response, payment, hearing, appeal, or other deadline shown on the notice.)

If yes, briefly tell us what happened.

(Tell us when you contacted them, what you were told, and whether you agreed to anything or submitted any documents.)

In your own words, what concerns you most about this notice?

(You don't need to know the tax terminology. Tell us what happened and what you're concerned about.)

We need to see the actual communication before the Priority Review can be completed.

(After submitting this form, you will be directed to the secure upload step. Upload the complete notice—not just the first page. Include every page you received so the communication can be reviewed in context.)