TAX ACCOUNT DIAGNOSTIC™
Your Tax Account Diagnostic™ Has Started.
Your first step is to complete your Tax Account Diagnostic™ Intake. This gives us the background needed to understand what is happening with your federal or state tax account and what information may be needed for review.
Complete My Tax Account Diagnostic™ IntakeWhat Happens Next
1 — Complete Your Intake
Tell us what is happening with your tax account and identify the issue that led you to request the Diagnostic.
2 — Provide Requested Information
You'll receive instructions for securely providing the notices, account information or other records needed for review.
3 — We Review the Account Issue
We review the available information to identify the primary account issue and what appears to require attention.
4 — Review Your Findings
You'll receive the findings and complete your included 30-minute Tax Account Diagnostic™ Review Session
Start With Your Intake
Do not send tax notices, tax returns, Social Security numbers, bank information or other sensitive taxpayer information through this page or ordinary email.
Complete the intake first. You will then receive instructions for securely providing the information needed for your review.
Complete My Tax Account Diagnostic™ IntakeImportant: Your Tax Deadlines Still Apply
Purchasing or completing a Tax Account Diagnostic™ does not extend, suspend or satisfy an IRS, state or court deadline.
If you have a notice with a response date, payment date, hearing date, levy warning or other deadline, continue to treat that deadline as active.
What This Service Does — and Does Not — Include
Tax Account Diagnostic™ is designed to help identify and clarify the primary issue reflected in the tax-account information available for review and determine an appropriate next step.
It does not automatically include tax-return preparation, amended-return preparation, bookkeeping, 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.
Ready to Begin?
Complete your Tax Account Diagnostic™ Intake so we can begin gathering the information needed for your review.
Complete My Tax Account Diagnostic™ Intake