New Client Intake Form – Tax Lawyer | Tax Advisory

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New Client Intake Form

Thank you for choosing The Law Office of Jason Carr to assist with your legal issue! To get started, please complete the intake form ASAP and we’ll reach out with the next steps.

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- Step 1 of 4

Name *

First

Middle

Last

Email *

Telephone *

Current Mailing Address *

Address Line 1

Address Line 2

City

State

Zip Code

SSN/ITIN *

*Required for Power of Attorney

Marital Status *

Spouse Name *

First

Last

Spouse SSN/ITIN *

*Required for Power of Attorney

Spouse Email *

*Required to e-Sign Power of Attorney

How Much Does the IRS Claim You Owe?

Are You Currently Being Audited?

Does Your Tax Debt Involve Your Own Business? *

Business Name

Business EIN

*Required for Power of Attorney

Business Address (if different from above)

Address Line 1

Address Line 2

City

State

Zip Code

Have You Filed All Required Tax Returns During the Last 10-Years? *

Please Select Year(s) NOT Yet Filed *

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Have You Received Any IRS Notices (i.e. letters) in the Last 30-Days? *

IRS Notice Upload (Optional)

Click or drag files to this area to upload. You can upload up to 2 files.

Note: You can upload these to our Client Portal later if they're not currently available.

Anything Else We Need to Know About Your Tax Situation?

Optional: Do you need to pay our fee over time (financing)? *

You can apply for financing via our partner (Affirm) when paying your invoice.

How Did You Hear About Us? *