TAP Client Intake Form

currently the tax

Name

First

Middle

Last

Email

Phone

Current Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

SSN/ITIN

Required for Tax Info. Authorization Form

Are you married?

Approximately how much do you owe the IRS?

Have you filed all required tax returns?

What is your primary goal?

Acknowledgments & Consents

I understand this is a limited scope service and that I will be responsible for all IRS communications, document preparation, and negotiations. The Law Office of Jason Carr, PLLC will not represent me before the IRS under this service.
I understand the $499 fee is non-refundable once my transcript analysis report and resolution guidance letter are delivered.
I will e-sign the engagement agreement and Form 8821 in the secure client portal (Canopy) after payment.
I agree to receive communications via email and through the Canopy secure client portal.
I have reviewed the service details and understand what is included and excluded from the Tax Aid Plus package.

You must check all to proceed to checkout