Pre-Consultation Information Form

Pre-Consultation Information Form
Tax Representation before Internal Revenue Service

You have expressed an interest in scheduling a tax consultation, and we appreciate your interest in our firm. The cost of this consultation is $475, and after scheduling and paying for the consultation, you will receive a link to download a compilation of tax strategy materials, which are considered part of the consultation fee.

Typically, these consultations last approximately 1-2 hours, but the length will not change that fee. Thus, you need not be concerned that you will be subject to additional charges if the consultation is somewhat longer than anticipated.

The purpose of an initial consultation is to establish an overview of your tax issues and generally advise you about how to confront them. It also presents a valuable opportunity for us to evaluate each other, which is important in the event you decide to formalize the relationship and become a retainer client of the firm. Be sure to ask any questions you desire regarding our qualifications and experience, because it is our strong belief that a taxpayer/tax consultant relationship should be one where each is comfortable with the other.

The information provided during this consultation is intended for utilization only by the client retaining our services. This information should not be shared with third-parties because by doing so, you may waive the confidentiality privilege that otherwise attaches to these communications. Similarly, no person other than the designated client representative should be present (or on the telephone line) during the consultation. If you intend to include additional individuals in the consultation, please discuss those issues with us beforehand, so we can determine whether their inclusion may compromise the privileged nature of the communications.

Consultations are a limited engagement only, and the business relationship ends upon the termination of the consultation. If our advice and access is anticipated on a regular basis, it is strongly recommended that formal retention of the firm be considered as opposed to a consultation.

Please complete the following confidential information to assist us in setting up and preparing for the consultation. This form should be returned via email at info@IrsTaxStrategies.com, or facsimile (800) 316-6703.

Pre-Consultation Information Form
Tax Representation before Internal Revenue Service