TAX ACCOUNT DIAGNOSTIC™
Tell Us What's Happening With Your Tax Account.
Complete the intake below so we can understand the issue that led you to request a Tax Account Diagnostic™.
Do not enter Social Security numbers, bank information or other sensitive taxpayer information in this form. You will receive secure document-submission instructions next.
Please answer each question as completely as you can based on what you currently know. If you are unsure about an answer, select Not Sure where available.
Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information in this form.
Complete Your Tax Account Diagnostic™ Intake
What Happens After You Complete the Intake?
1 — Secure Documents
Provide Requested Information
You'll receive instructions for securely providing the tax notices, account information and other documents needed for your review.
2 — Account Review
We Review the Issue
We review the available information to identify the primary tax-account issue and what appears to require attention.
3 — Findings
Review Your Findings
When your Tax Account Diagnostic™ is complete, you'll receive instructions for your included 30-minute review session.
Important: Your Tax Deadlines Still Apply
Completing this intake or purchasing a Tax Account Diagnostic™ does not extend, suspend or satisfy an IRS, state or court deadline.
If you have a notice showing a response date, payment date, hearing date or other deadline, continue to treat that deadline as active.
Keep Sensitive Tax Information Secure
Do not send tax returns, tax notices, Social Security numbers, bank information, identity documents or other sensitive taxpayer information through this intake form or ordinary email.
After completing your intake, you will be directed to instructions for using the designated secure client portal.
What Your Tax Account Diagnostic™ Includes
Your Tax Account Diagnostic™ is designed to review the available information related to your tax-account issue, identify the primary issue requiring attention and determine an appropriate next step.
It does not automatically include tax-return preparation, amended-return preparation, penalty-abatement requests, installment-agreement preparation, collection representation, appeals, Offer in Compromise services, legal services or other IRS or state representation.
Any additional service requires a separate scope and engagement when appropriate.
