Tax Monitoring — Getting Started

We now offer Tax Monitoring — a proactive service designed to give you clarity before making large investments of time or money toward resolving a tax matter. This process is built to understand you and your situation first, so you don’t move forward on assumptions.

By the end of Step 4, you’ll know whether the Tax Monitor Service is a fit for your situation and what your best next options are. Complete our intake and get the illumination that empowers your next step.

How this works

1. Intake Triage→2. Eligibility Review→3. Service Agreement→4. Activation & Payment

Intake Scope & Expectations

This intake does not initiate IRS representation.
This intake does not request tax resolution, negotiation, or filing services.
This intake is used solely to determine eligibility for monitoring services.

Some situations may require a different service or referral. If a particular resolution is not appropriate based on this intake, we will discuss the best next action for your situation.

Situation Snapshot

Answer the following questions at a high level. Detailed documents are not required at this stage.

Company Name*

If you are representing a company, enter the official company name. If not, you may leave this field blank or enter your individual name.

First Name*

Last Name*

Primary Email*

Estimated IRS balance due range, if known.*

Have you received any IRS notices related to your account?*

Yes

Type of IRS notice received, if applicable.*

Date of the most recent IRS notice.*

Do you have any unfiled tax returns currently?

Yes

Unsure

How urgent is your need for monitoring support?

What is your primary reason for requesting tax monitoring support?

By submitting this intake, you acknowledge that:

No IRS representation is created at this stage
No resolution or enforcement action is being requested
This submission is for monitoring qualification only

After submission, you will be guided to the next step if appropriate.

You will never be asked to sign an IRS authorization before receiving an introduction and clear explanation of next steps.

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