Tax Debt Mediation & Collection Information Request
Please enter your financial information. This information will help us determine your ability to pay your IRS tax debt and evaluate which collection alternative is most appropriate for you. Enter the current value of all of your assets, including the current total value of your checking and savings accounts. Then, enter your monthly income and expense information. If your income and/or expenses vary from month to month, enter a three-month average. If necessary, you may enter estimates. If an asset, income, or expense does not apply, please enter $0 as the value. If you have questions, need to provide explanation, please use the Notes/Explanation section below. Privacy Policy The nature of our work requires us to collect certain nonpublic information. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to a third party without your permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.
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TAXPAYERS PERSONAL INFORMATION