Your Intake Is Complete. Now Let's Gather What We Need.

Use the designated secure client portal to provide the tax notices, account information and other documents needed for your Tax Account Diagnostic™.

What Should I Provide?

Provide the documents that relate to the tax-account issue identified in your intake.

Tax Notices or Letters
Provide the complete notice or letter, including all pages.

Relevant Tax Returns
Provide returns for the tax year or years involved when applicable.

Payment Records
Provide available records of payments related to the issue, including estimated payments or payments made toward a balance.

Prior Tax Authority Communications
Provide relevant letters or records from previous communications with the IRS or state tax authority.

Other Relevant Records
Provide other documents directly related to the account issue being reviewed.

Focus on information related to the tax year, notice, balance, payment or account issue being reviewed.

If additional information is needed, we'll let you know.

Submitting documents for a Tax Account Diagnostic™ does not extend, suspend or satisfy an IRS, state or court deadline.

Continue to treat any response date, payment date, hearing date or other deadline as active.

Use the designated secure client portal for tax returns, tax notices, account information and other sensitive taxpayer documents.

Do not send sensitive taxpayer information through ordinary email, or messages.

Use the secure client portal to provide the information requested for your Tax Account Diagnostic™.

We review the available tax-account information and relevant records.

We identify the primary account issue and what appears to require attention.

When your Diagnostic is ready, you'll receive instructions to schedule your included 30-minute review session.

If additional documents or clarification are needed during the review, we'll contact you with instructions.

Provide the requested information securely so your review can move forward.