2001 L St. NW, Suite 500 #2085
Washington, DC 20036
clothandcode.legal
This form takes approximately 10-15 minutes to complete.
Please gather all notices and correspondence you have and attach a copy where indicated.
After you submit the form, I will first check for any deadlines and then send you the booking link for your consultation. During the consultation, I will review the notice with you and explain what the IRS is proposing or doing, your potential exposure, your options, and the cost associated with each option.
The Notice
Do you have a letter from the IRS?
Yes
Please upload the notice
Please upload every page, including the boilerplate pages. You can black out your Social Security number. I will collect it later through the portal if we decide to work together on this.
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Notice number
Please find this at the top right of page one. It starts with CP or LTR, followed by numbers.
Date on the notice
"Respond by" date printed on the notice, if applicable
If the notice does not have a "Respond by" date, leave this blank. I'll calculate it from the notice date.
No, but I know there is a problem (unfiled years, a balance, a call)
Not sure
What actions is the IRS taking?
Proposing changes to my return (audit, CP2000, or similar)
Billing me for an outstanding balance
Warning that they will take my money (levy or lien notice)
Already taking funds from my bank account or paycheck
Filing a return on my behalf because I did not
Denying my request for something (a refund, penalty removal, or a payment plan)
Certifying my debt to the State Department (regarding my passport)
Not sure
Have you responded to anything from the IRS regarding this?
If you sent anything, I will need to review it before a consultation.
No
Yes, by phone
Yes, in writing
Yes, someone else did it for me
Contact information
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Upon submission, a copy of this form will be sent to the primary email.
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The Return
Tax years involved
Please provide the years listed on the notice or your best estimate
Who is the notice addressed to?
Notices directed to a partnership or corporation are outside the scope of this practice. Notices regarding business income on your personal return are also not included.
Me
My spouse or former spouse
My business (an LLC, partnership, or corporation)
Both me and my business
Not sure
If filing a joint return, please provide the other person's full name
This information is for the conflict check. I may represent only one of you.
How did you earn money during those years?
W-2 paycheck
Freelance or 1099 income
Own business as a sole proprietor or Single-Member LLC
Sales through platforms or markets
Owner of a partnership, S Corporation, or C Corporation
Other
What is your line of work?
Examples include stylists, designers, painters, estheticians, and photographers. This information helps determine which deductions the IRS may question.
Who prepared the returns?
I did, using software
A CPA or paid preparer
A mix of both
Not filed
Preparer's name, if applicable
I coordinate with them, but I do not replace them
Are all your other years filed?
The IRS typically will not agree to most payment arrangements until every required return is filed.
Yes
No, some years are missing
Which years are missing?
Not sure
The Balance
What is the total amount the IRS says you owe across all years?
The range you select will determine which options are available. Exact figures will come from the transcripts.
None; this is about proposed changes
Under $10,000
$10,000 to $50,000
$50,000 to $100,000
Over $100,000
Not sure
Are you currently in a payment arrangement?
No
Yes, an installment agreement
Yes, an offer in compromise (pending or accepted)
Yes, currently in not collectible status
Not sure
Has the IRS taken any action against you yet?
Select as many as applicable
Kept a refund
Taken money from a bank account
Taken money from a paycheck
Filed a lien
None of these
Before We Begin Our Discussion
What do you believe the IRS may have misunderstood or miscalculated?
Share your thoughts. It's fine to point out errors. This will help me understand where to start.
Is there a specific date related to this issue that is important to mention?
This could involve situations such as travling abroad, applying for a mortage or loan, filing for divorce, or selling a business
Is there anything else you think I should know before our consultation?
What Happens Next
I will check the deadlines and reply with a booking link for your consultation, which costs $250 and is collected at the time of booking. (Please watch your email.) The consultation lasts 45 minutes and will take place over Zoom. Before our call, I will review the notice and your answers here to ensure we focus on your exposure, options, and the quote.
Please note:
The consultation fee will be credited toward the engagement if you choose to proceed with my services within five business days after the consultation.
If your deadline is within two weeks, has already passed, or if the IRS is actively pursuing payment, I will respond within one business day. If you don't have a notice or are unsure of the IRS's status, please submit the form anyway.
Submitting this form does not establish an attorney-client relationship. That relationship begins when we both sign the engagement letter. Until then, you are responsible for meeting your notice deadline, and I cannot contact the IRS on your behalf.