CLIENT INTAKE Home CLIENT INTAKE Intake Form Intake Form What type of tax issue do you have? I need to file tax returns I am being audited I owe money to the government Who is the tax issue with? IRS State Both What is the last tax year that you have filed?Untitled If you owe money to the government, how much do you owe? $10,000 or less $10,001 to $50,000 $50,000 to $100,000 More than $100,000 NA – I do not owe money to the government Has the IRS or state been in contact with you about this issue? Yes No Name First Last Email PhoneWe would like to thank you for providing us with useful information, in helping us to best serve you.