Tax Audit Legal Services Review Form
Please complete all sections of the Tax Audit Legal Services Review Form to help us understand and review your tax audit matter. All information provided will be used solely for legal review purposes.
Matter Overview
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Audit/Tax Year(s) Involved
*
Type of Notice Received
*
Please Select
IRS Audit Notice
State Audit Notice
Correspondence Notice
In-Person Audit Notice
Other
Notice Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Response Deadline
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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Are you currently represented by another advisor or attorney for this matter?
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Yes
No
What legal services are you seeking?
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Initial Consultation/Review
Representation During Audit
Notice Response Preparation
Appeals/Dispute Resolution
Other
Have you previously worked with a tax advisor or attorney regarding this audit?
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Yes
No
How urgent is your matter?
*
Critical (immediate attention needed)
High (within a few days)
Moderate (within a week)
Low (no immediate deadline)
Preferred Contact for Follow-Up
*
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