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Checklist: What to Gather Before Calling a Tax Attorney

Introduction Meeting with a tax attorney is one of the smartest moves you can make if you’re facing IRS back taxes or collection action. But preparation matters. Bringing the right documents ensures your attorney can evaluate your case quickly and accurately.

Essential Documents for Your IRS Consultation

  • IRS Notices and Letters: CP14, CP504, audit letters, or levy notices.
  • Recent Tax Returns: At least the last three years.
  • Wage and Income Records: W-2s, 1099s, or business income statements.
  • Bank Statements: Typically the last three to six months.
  • Expense Records: Mortgage, rent, utilities, insurance, and medical bills.
  • Prior IRS Agreements: Installment agreements, Offers in Compromise, or penalty abatement requests.

Why Preparation Matters

  • Saves time and reduces legal fees.
  • Ensures accuracy when negotiating with the IRS.
  • Strengthens your case for IRS debt relief programs.

Conclusion The IRS thrives on documentation. The more prepared you are, the more effective your tax attorney can be.

Schedule a consultation today and bring this checklist with you—we’ll help you resolve your IRS tax debt efficiently.

This post does not constitute legal advice and does not create an attorney-client relationship; it is merely a general discussion of points of the law and may not be complete or up to date. Please contact our office for a consultation to discuss how tax laws may be relevant to your specific situation.