Step 1: Complete Your Discovery Chat Questionnaire

After you finish this short form, you’ll immediately be directed to schedule your Discovery Chat with our team.

First Name *

Last Name *

Phone *

Email *

I agree to terms & conditions provided by the company. By providing my phone number, I have read the privacy policy and agree to receive text messages from the business.

Your business, your family, your legacy — protected and optimized.

How did you find us? Were you referred to us by your Attorney, CPA, EA, Financial Advisor or someone else? Please let us know! *

What challenges or opportunities are you currently facing in your business or tax situation? What would you most like to change or improve? *

Which best describes your current annual income (including business, W-2 job, and real estate)? *

What services are you primarily interested in?

Business Growth & Clarity - For business owners who want better systems, tax preparation, planning, and financial clarity

Tax Resolution Strategy & IRS Protection - For individuals or businesses dealing with IRS debt, audits, or complex tax resolution issues.

Legacy & Wealth Planning- For trustees, executors, or families managing estate & trust tax issues.

Note: Our core focus is helping business owners scale profitably, but we also accept a limited number of clients with complex IRS or estate/trust complexities. Select the option that best describes your situation, and we’ll guide you from there during our chat.

Business Name(s) *

Business Website(s) *

State(s) your businesses are registered to conduct business in *

How many businesses do you have (active) ownership in? *

What unique product or service does your business offer that solves a specific problem in the marketplace? *

What is your current strategy for attracting new customers or clients? *

Do you have systems in place to nurture leads and convert them into paying clients? *

Do you have employee training or development programs to support growth? *

What is your biggest operational challenge right now? *

Are you using any systems to streamline operations? *

Where are you in your real estate investment journey? *

Have you used an accountant before or are you currently using one? *

Yes

Why are you looking to leave or why did you leave your accountant? *

What are you looking for in your new accountant that your prior accountant wasn't able to provide, or did not provide very well? *

What is your preferred means of communication (I.E. Service/Work Progress Updates) with your accountant? *

Secure Client Portal Chats / Notifications pushed to email

Phone Calls

Thank you for sharing your communication preferences with us. While we value phone conversations, we reserve them for emergency situations to ensure urgent matters receive immediate attention.

Every client is given a direct line to their respective account manager, we simply ask for clear communication that if the situation is not emergent, and can be covered or answered in a future meeting, clients and/or their staff simply send us a message on the client portal via our chat function. This ensures that all communication is in one located place and is secure, and makes sure that no one is missing an opportunity to communicate with you, or voicemails are going unanswered.

Are you okay with our process regarding phone communication above? *

Yes

No I would prefer to not utilize the client portal at all.

Thank you for sharing your communication preferences with us. While we understand the convenience of email, we prioritize the security of your information by conducting all client communications through our secure client portal.

Your dedicated account manager will provide you and/or your staff with access to the portal, where you can send messages, share documents, and track all communications in one secure location. For emergency situations where an issue cannot wait to be addressed at a future meeting, you'll have direct phone access to your account manager. This ensures both the security of your sensitive information and our ability to provide prompt responses to urgent matters while maintaining organized communication through the portal for regular business needs.

Are you okay with our process regarding email communication above? *

Yes

No, I would prefer to not utilize the client portal at all.

What are your current pain points? *

What keeps you up at night about your situation? *

To prepare for your Discovery Chat, please complete our detailed tax resolution questionnaire in its entirety. Your thorough responses help us:

Accurately assess your tax situation and identify resolution options
Develop preliminary solutions before our call
Begin protecting your assets immediately

Important: Incomplete information will delay our ability to help you and may jeopardize time-sensitive cases, especially if you're dealing with IRS collection activities.

We understand this process is extremely personal. Resolving tax issues requires us to fully understand your financial life, but the benefit is significant: you get an independent professional who will review your situation and present it in the best possible light to the taxing authorities. This comprehensive approach eliminates surprises, reduces risks, and helps prevent potential future audits. All information you provide will be kept strictly confidential in accordance with professional standards and regulations.

Please don't hold back information due to fear or embarrassment. We've seen it all, and we need the complete picture to give you the best options for preserving your wealth and quality of life. What might seem damaging to you could actually work in your favor when presented properly by an experienced professional.

Have an urgent concern? Call us first - leave a message at 1-816-IRS-HELP (1-816-477-4357). We'll reach out to provide reassurance and answer pressing questions, but this cannot replace your Discovery Chat or substitute for completing the full questionnaire.

Bottom line: Every detail you provide helps us fight more effectively for you and ensures we can hit the ground running on your path to tax relief.

Important Note: We strongly recommend you DO NOT speak with the IRS or department of revenue directly. You are afforded the right to retain representation via the Taxpayer Bill of Rights. Tax law is extremely complex, and the IRS' own employees often give contradictory guidance. Even experienced tax professionals regularly need to meet with IRS appeals officers who have decades of tax law experience to settle disputes. Attempting to explain your situation without appropriate knowledge could adversely impact your case and potentially make your situation much worse than necessary.

What prompted you to reach out TODAY specifically, and can you briefly summarize your tax situation? (Examples: received a notice, deadline approaching, bank account levied, wages garnished, unfiled returns, audit, etc.) *

Do you have any court dates, seizure notices, or specific deadlines we need to be aware of? *

When did you last communicate with the IRS/State, and what was discussed? *

Do you have any urgent tax issues we should know about? Check all that apply: *

My wages are being garnished

The IRS has levied my bank account

A Federal or State tax lien has been placed on my property

I’ve received serious notices or calls from the IRS/State

I don’t have an emergency yet, but I expect tax debt problems soon

I do not have any current tax debt issues

How much does the IRS or State say you owe in taxes? *

What tax years are impacted by any audits or debt, and what tax years do you believe you still need to file? *

Check any that apply to your current tax situation: *

I am currently under an audit (personal or business)

I owe significant back taxes ($10k+)

I have an active installment agreement with the IRS

I have multiple years of unfiled tax returns

I need help with overdue sales taxes

I need help with overdue payroll taxes

I am fully up-to-date with my tax filings

I am not sure if my business is fully compliant with tax obligations

I have or had a pending Offer In Compromise (OIC)

Are you currently or were you in the past represented by another tax professional or attorney for this matter? If so who? *

Do you own a business or work as an independent contractor? If so, what type? Have your landlords or customers received any IRS Summons to provide financial information to the IRS? *

Note: When you owe tax debt, the IRS has the legal authority to issue summonses to individuals or businesses that have financial relationships with you, requiring them to provide information about your finances. The IRS can also levy (legally seize) funds from your bank accounts, wages, and even require your customers or clients to pay the IRS directly for work you've performed instead of paying you. These are not requests - they are legally enforceable demands.

What is your marital status? If married, do you file jointly or separately? *

Do you have any unreported income from cash transactions, side jobs, or 1099s you haven't filed? *

Have you been through an IRS audit before? What was the outcome? *

Has the IRS issued a bank levy against any of your accounts? If yes, please provide details (date, bank, amount frozen). Regardless of any levies, please list all bank accounts you currently have (checking, savings, business accounts) and their approximate balances. This helps us protect your remaining funds and plan your resolution strategy. *

Do you have additional assets the IRS or State can seize or place liens against? (Examples: home, investment accounts, real estate, vehicles, etc.) If you had to sell these assets, what do you think the current market value of each would be? *

Is there anything else we need to protect? Cars, Motorcycles, Trucks, Planes, Yachts, Gold Bars, Collectibles etc.?? *

Has the IRS or State sent any notices over to your workplace yet? Please give us an idea of your average weekly,monthly or yearly gross income. *

Do you have any payroll deductions coming out for any kind of retirement plan? Do you have any other retirement assets or stocks we need to make sure to protect? *

Does anyone currently live with you (Spouse, Dependents (Parents/children))? *

Do you receive any government assistance (unemployment, disability, etc.)? *

What do you estimate your day to day living expenses are for your household? Other than normal items like cell phones, gas, water, electric, trash etc, is there any other large expenses we should know about? *

Out of your paycheck, does your employer cover your health insurance? Or are you paying for your costs out of pocket? How much are you paying for health insurance? Are most things covered or do you have a lot of out of pocket items you need to cover monthly? *

Do you currently have life insurance? Term or whole? How much do you pay monthly? If whole life, please give an estimate of the current cash value. Have you borrowed against it so far, or do you have the ability to do so if you had to? *

Are you paying any student loans, child support, family support, or other judgements of any kind currently? *

What about credit cards? How many are currently active? What are the balances, and limits for each? *

Lastly, are you planning to purchase a vehicle, buy real estate, or apply for other loans? If yes, when do you aim to make these purchases? This helps us prioritize resolving your tax issues before they impact your ability to secure financing. Tax liens can significantly affect loan approval and terms. *

Have you filed for bankruptcy recently or are you considering it? *

Do you have any questions or concerns you'd like us to address immediately in our consultation? *

Are you looking for estate and/or trust assistance? *

Estate

Trust

Estate & Trust

What date did the estate commence*? (*Date of passing) *

Decedents full name *

Name of the Estate *

In what state is the estate being administered? *

Did the decedent have assets in any other states? *

How can we help you & or the beneficiaries of the estate? *

Did the decedent pass with a valid will & has it been approved by the court? *

Yes - it is approved

Yes - The court is reviewing the will for admission to probate.

No- there was no will.

No probate has been initiated, and assets remain in the decedent's name.

Who is the estate's personal representative (executor or administrator), and have they been appointed by the court? *

Are you currently working with an attorney or law firm regarding the estate administration? *

Has an employer identification number (EIN) been acquired for the estate, and provided to the decedent's investment/retirement payors? *

Yes

What is an EIN?

Has the IRS been notified of your fiduciary relationship for the taxpayer & their estate? *

Yes

I am unsure

What is the estates estimated gross income for the current tax year* (Date of passing until 12/31/202X) *

Please consult the Report & Inventory submitted to the Court-What is the listed amount of gross estate for Federal Estate Tax Purposes? *

Does the estate hold any of the following assets that generate income? (Check all that apply) *

What other types of assets is the estate holding - not outlined above? *

How many Beneficiaries does the estate currently have? *

Have any distributions to beneficiaries from the estate already occured? *

Are any assets expected to be sold or have been sold in the estate? *

Has any debt of the decedent already been paid off? *

Are there any incurred estate expenses outstanding that are pending payment? *

As an executor or fiduciary, you have a legal duty to resolve all tax obligations of the decedent before distributing the estate. If tax debts exist and distributions are made first, the IRS may hold you personally liable. Additionally, incomplete financial records could lead to IRS audits or disputes from beneficiaries.

To help protect you, we conduct a comprehensive estate financial review, which includes:
✔ Pulling IRS wage and income transcripts (e.g., 1099s, W-2s, K-1s)
✔ Retrieving account transcripts to identify any unfiled income tax returns or outstanding tax liabilities

✔ Reviewing the decedent’s tax filing history for the last 10 years
✔ Performing a full estate bank reconciliation to ensure all estate income and expenses are properly accounted for

Final Tax Return Filing

Has the decedent’s final personal income tax return (Form 1040) been filed? *

Yes

I am unsure and would like assistance verifying this with the IRS.

Access to Tax Documents

Even if you have copies of the decedent’s tax documents, as part of our review, we retrieve wage and income transcripts directly from the IRS to ensure nothing is missing.

Do you have access to all of the decedent’s year-end income tax statements from their investments, brokerage accounts, or other financial institutions (e.g., 1099s, W-2s, K-1s)? *

Yes, but I understand you will still retrieve IRS transcripts to verify completeness.

No, I do not have copies and will rely on the IRS transcripts you pull.

I am unsure and would like assistance in verifying available records.

Access to Past Tax Returns (Last 10 Years)

Do you have copies of the decedent’s tax returns for the last 10 years? *

Yes, but I understand you will still verify records with the IRS.

No, I do not have copies and will rely on the IRS transcripts you retrieve.

I am unsure and would like assistance verifying what has been filed.

Does this estate have a trust you need assistance with? *

Yes

How many beneficiaries does the trust have? *

Are any assets expected to be sold or have been sold in the trust? *

What is the trusts estimated gross income for the current tax year? *

Are distributions required annually under the trust terms? *

Yes

Unsure

Have any distributions to beneficiaries from the trust already occured? *

Disclosure & Privacy Notice

Please read before submitting:

This form is for preliminary informational purposes only and does not establish an attorney-client or CPA-client relationship. The information you provide will be used solely to assess your needs and determine how we can assist you.

We take confidentiality seriously. Any information shared in this form will be handled securely and will not be shared with third parties without your consent, except as required by law.

By submitting this form, you acknowledge that:

You are voluntarily providing this information for assessment purposes.
Submission does not create a professional services engagement or obligate either party.
If you choose to engage our services, a formal engagement agreement will outline our responsibilities.

If you have any concerns about data security or prefer to provide sensitive details through a secure communication channel, please contact us directly before submitting. *

I acknowledge and agree to the above terms

Click ‘Book Chat’ to submit your questionnaire and be directed to schedule with our CPAs.