To perform these services, 

1. We request a free 15 minute consultation with you to go over your needs 

2. Copies of (IRS Bills and notices) *click the blue link* to sign into IRS.gov

3. Applicable Tax Years

4. Social Security Number (SSN) or Taxpayer Identification Number (TIN) 

This information (2-4) is requested solely for the purpose of preparing documents and submitting administrative correspondence on your behalf. Complete copies of all prepared and submitted documents will be provided to you by registered or certified mail for your permanent records. 

• If you are not auto directed to "Client Form" after payment, please fill out & submit the "Contact" form on the "Contact Us" Page.