Tax Lien Representation Application – Tax Lawyer | Tax Credit Attorney

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Spouse Name (if applicable)

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Is Spouse Also Listed As Owner on Title? *

Email *

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Current Mailing Address *

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Which of the Following Applies to Your Deal? *

Tax Lien $ Amount Owed *

Best estimate is fine -- we will confirm payoff amount during engagement.

Est. $ Amount To Be Applied to Tax Lien at Closing? *

Is the Property Currently In Foreclosure? *

Anything Else We Need to Know About Your Tax Lien (optional)?

File Upload (Optional)

Click or drag files to this area to upload. You can upload up to 5 files.

If you have received any IRS Notices you would like us to review, or if you would like to provide a copy of the sales agreement or financing documents associated with this application, please upload them here.

TERMS OF USE: Please do not include confidential or sensitive information in your message. By submitting information by email or other communication in response to this website, you agree that the communication does not create a lawyer-client relationship between you and the law firm and its lawyers and that any information submitted is not confidential and is not privileged. *

I Agree to the Terms of Use

FLAT FEE ENGAGEMENT AGREEMENT

The applicant above (“Client”) retains The Law Office of Jason Carr, PLLC ( “Firm”) to perform the legal services described in Section I, below, for a flat fee as described in Sections II, III and IV, below.

I. Legal Services to be Performed.

In exchange for the fee described in this Agreement (“Agreement”), Firm will perform the following legal services* (“Services”):

Determine the potential for obtaining a lien discharge or subordination of Client’s Federal Tax Lien ("tax lien") by means of application pursuant to §6325 of the Internal Revenue Code;
Advise Client regarding available lien discharge or subordination options based on Client’s current tax and financial situation, federal tax law and regulations;
Represent Client at any required conferences and hearings before all levels of the IRS pertaining to Client's tax lien;
Make written and/or oral presentations of fact and/or argument to assist and on behalf of client;
Provide copies to Client of all papers and documents submitted to the IRS;
Inform Client regularly as to the status of Client’s case.

Firm’s representation of you is subject in all respects to United States Treasury Department Circular 230, 31 CGR Subtitle A, Part 10, Regulations Governing the Practice of Attorney’s, et. al., before the Internal Revenue Service, and to the Texas Disciplinary Rules of Professional Conduct as promulgated by the State Bar of Texas.

Client understands and agrees that all requests to the Internal Revenue Service to resolve Client’s tax matter are ultimately decided by the Internal Revenue Service, and Firm has no control over their final decision(s).

II. Flat Fee.

This is a flat fee arrangement. Client will pay Firm in accordance with Section III below for Firm’s performance of the Services described in Section I, above.

Client understands that Client is NOT entering into an hourly fee arrangement. This means that Firm will devote such time to the representation as is necessary, but the Firm’s fee will not be increased or decreased based upon the number of hours spent.

Client agrees that any additional services required beyond the scope of this Agreement shall incur additional fees, but in all cases shall be reviewed and accepted by Client prior to the Firm beginning work on them.

Client agrees that any tax return preparation fees which may be required to bring Client into IRS compliance are NOT included within this agreement and will incur additional fees.

Client is responsible for payment of any application or administrative fees directly charged by the Internal Revenue Service, in conjunction with this Agreement.

III. When Fee Is Earned.

The flat fee will be earned as follows: $1250 for Full-Pay Lien Release representation OR $3500 for Partial-Pay Lien Discharge/Subordination representation is due upon delivery and acceptance of this Agreement by Client and Firm.

1. When Fee is Payable.

Client shall pay Firm via a secure online payment link (emailed to Client upon Firm acceptance of this Agreement) following submission of the Lien Representation Application, which includes this Agreement. Fees paid in advance shall be placed in the Firm’s trust account and shall remain the property of Client until they are earned. When the fee or part of the fee is earned pursuant to this Agreement, it becomes the property of Firm and is non-refundable.

2. When Fee is Refundable.

Firm shall refund Fee in full if Firm, upon further review of Client's case, declines representation of Client.

3. Right to Terminate Representation.

Client and Firm each have the right to terminate the representation at any time and for any reason with 5-day written notice.

IV. Client Duties.

You agree to make prompt tax payments and file returns as required by any agreements, settlements, and/or compromises made with the IRS, or any other taxing agency, as agreed to.

You agree that our representation of you is conditioned upon you staying current on all future tax liabilities as they become due. Failure to stay current with any and all tax liabilities will be cause for termination of this Agreement, as it would negatively impact our ability to adequately represent you.

Work before the IRS is document sensitive and time sensitive. You agree to respond promptly and fully within five (5) days, of our requests, or the IRS’s, or any other taxing agency-request for information and documents.

By signing this agreement, you agree and acknowledge that we have advised you of your obligation to fully and accurately disclose the nature, source and extent of the your assets, liabilities, income and expenses, whether overstating or understating, may ultimately invalidate any agreement entered into with any taxing agency.

It is necessary to provide requested data on a timely basis. We must make commitments to taxing agencies to win their cooperation. A major reason we are able to achieve positive results with IRS and its agents is the credibility we have built with them by keeping those commitments. We will not jeopardize this hard-earned relationship as it benefits a majority of our clients.

Time is of the essence. Many tax notices must be responded to quickly to avoid added problems such as property liens or levies against wages or other forms of income and assets. Notices should never be ignored or put off.

Elapsed time on tax problem cases is often longer than clients expect. Cases may run over several months, or even a year or more, as the responses from taxing agencies are often slow.

We will handle all conversations with IRS. You will not be required to talk to, meet, or deal with revenue officers. Some people feel a need to speak to the IRS while we are retained. If you do, you will most likely put your case in jeopardy.

Signatures on all agreements with IRS as a matter of policy will be done by you. Although a Power of Attorney permits us to enter into an agreement on your behalf, we will meet with you, provide our recommendation, and allow you to sign directly for any obligations you will need to meet. This policy does not mean you have to meet with agents.

Appointments must be cancelled or rescheduled at least 24 hours in advance of any set appointment to avoid additional fees. This can easily be done online via your emailed appointment notice. We regret the need to enforce this policy, but we are unable to schedule another client during that time without adequate notice.

Communications from our office. You may/will receive a call, text, or email requesting additional documents or updating you on our progress. In the interest of efficiency, these communications may be made by staff members or other firm professionals assisting in the processing of your case.

In connection with information and or document requests from this office and in the event you fail to communicate with this office and the condition continues for five business (5) days from our requested deadline date, verbal or written, we reserve the right to terminate our services and or increase the fee stipulated in this agreement.

Getting Started

To proceed with the Services outlined above, Client must do the following:

Sign this engagement letter below and submit it electronically with the complete Lien Representation application.

Pay the fee as described above upon receipt of payment link and acceptance of this Agreement by Firm.

THIS FLAT FEE AGREEMENT CONSTITUTES A LEGALLY BINDING CONTRACT BETWEEN ATTORNEY AND CLIENT. ATTORNEY ADVISES THE CLIENT TO READ THE AGREEMENT CAREFULLY AND TO DISCUSS ANY QUESTIONS OR CONCERNS REGARDING THE TERMS OF THE AGREEMENT.

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