TaxProEZ
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Request Your Free Analysis ...

There is a three-step process to provide you with our Free Analysis report.  The links below step you through each of these steps.

Step 1 Request Your Secure Portal

To begin the process you must request a client portal. Once you have completed this Portal Request, you will receive an invitation to accept your portal account. This portal will allow you to upload documents to us, email documents to us and receive information from us. 

We have also employed a portal for your smartphone that will allow you to view documents and even scan and upload documents to us for your convenience and security.

Step 2 Create Your Tax Information Authorization

In oder for us to accurately evaluate your IRS debt, we need have access to your tax information. This authorization does not authorize us to represent you before the IRS or to execute any documents on your behalf. It simply allows us to get complete information on your liability and risk, based on accurate data directly from the IRS.

PLEASE NOTE: you will be able to complete this form online and then be able to download it an print it so you can sign it and upload it to your Portal. Additionally, if you are married, each of you will need to complete their own form.

Step 3 Complete Your Financial Disclosure Form

In oder for us to accurately determine the best opportunity to resolve your tax debt, we need to have a complete understanding of your financial situation. The Financial Disclosure Form (IRS Form 433F) provides us with the basic information for us to do a financial analysis of your income and assets to match your ability to satisfy your tax debt in light of your current financial position.

PLEASE NOTE: you will be able to complete this form online and then be able to download it and print it, so you can sign it and upload it to your Portal.

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