WATS - Tax Resolution DW

Tax Resolution Work:

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This questionnaire has been divided into sections and may take you upto 30 minutes to complete. Organize all your tax documents and save yourself time when completing this form.

First Name *

Last Name *

Address *

City *

Postal code

State *

Phone *

Occupation *

Email *

Date of birth *

Date of death

Social Security Number *

Social Security Card *

Upload your Social Security Card

Driver's license or State ID *

Upload your Driver's License (front and back, not expired)

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What was your marital status on Dec. 31? *

Single

Married

Separated

Divorced

Did your spouse pass away inthe year you are filing and you did not remarry?

Yes

N/A

Spouse Full Name

Spouse Date of Birth

Spouse Occupation

Spouse SSN

Spouse Documents

Please upload all spouse docs here: SSN, Income, etc.

What tax years do you believe you owe:

Have you received any IRS letters or notices?

Yes

If yes, provide Notice Numbers or Letter Types

Have you previously set up a payment plan with the IRS?

Yes

If yes, what was the arrangement?

Do you currently have any unfiled tax returns?

Yes

If yes, which years?

Employment Status

Employed

Self-Employed

Unemployed

Retired

Monthly Household Income

Monthly Household Expenses

Total Bank Account Balances

Other Assets (vehicles, stocks, crypto, etc.):

Value of Real Estate or Property Owned

Do you receive any government assistance? If yes, explain

Are there any urgent concerns (wage garnishment, levy, etc.)? If yes, explain

Upload any IRS or State Notices

Please sign indicating your information provided is true, accurate and complete.

Engagement Signature *

Clear

THANK YOU FOR CHOOSING US! WE appreciate you for allowing us to assist you. Do you know any one else with tax debt? Please share their name and phone number with us. We kindly ask that you provide at least one referral to help us continue providing the best possible service. We pay out $75 referrals per paying client.

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