Tax Resolution Services Questionnaire

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Thank you for considering Rise and Thrive for your tax resolution needs! Please complete the form below to help us understand your tax situation.

Full Name *

Email Address *

Phone number *

Have you filed your taxes for all years up to date? *

Yes

Maybe

If no, which years are missing?

Are you currently facing any of the following? (Check all that apply) *

IRS notices or letters

Wage garnishment

Bank levy

Tax lien

Back taxes owed

IRS audit

Other:

Required

How much do you estimate you owe to the IRS? *

Less than $10,000

$10,000-$50,000

More than $50,000

Other:

What is your primary goal for resolving your tax situation? *

Reduce or eliminate the amount owed

Set up an affordable payment plan

Remove IRS penalties or interest

Stop Wage garnishment

Other:

Have you worked with a tax professional or attorney regarding this issue before? *

Yes

What is your primary source of income? *

W-2 Employment

Self-Employment

Other:

Do you currently have any financial hardships that may impact your ability to pay your tax debt? *

Yes

Additional Comments or Information *

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