IRS Strategy Session
This is your request for a complimentary
Strategy Session with my office.
We look forward to helping you!
*First Name:
*Last Name:
*Email:
Best Phone Number To Reach You:
Approximately how much do you owe the IRS ? (including penalties and interest)
What are the years you owe tax for ?
Are you the only one liable for the debt or is it a joint debt with your spouse ?
Do you have any “Un-filed Returns” ? (years in which you did not file a tax return). If the IRS filed a return for you, it is still treated as “Un-filed”.
If you own a home (whether you own it outright or you are making mortgage payments on it)…approximately, how much is it worth? What is the balance you owe on the mortgage ? If there is more than one mortgage, tell me the total due on all mortgages.
What is the approximate value of each car you own ?
How much do you owe on each car ?
If you own a boat or a motorcycle….what are they worth and what do you owe on them ?
If you have a 401K or other retirement account, how much is in the account ?
What is your average monthly income after taxes?
What is the total of your average monthly expenses ?