Client Information Worksheet

Click the link above to download form

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Tax Return Intake Form

Click the link above to download form

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2021 Professional Realtor Worksheet

Click the link above to download form

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Itemized Deduction Worksheet

Click the link above to download form

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IRS offset phone number 

800-304-3107

Clients who need to determine if they have a lien on tax money(child support, student loan, past due tax liability, or government agency 

 

IRS Where's My Refund Tool 

To check status of tax refund

https://www.irs.gov/refunds

 

IRS Transcript 

Clients who need their previous tax year  transcript which include the AGI

https://www.irs.gov/individuals/get-transcript

 

IRS Refund Inquiry 

Clients that lost or want to report a stolen refund check 

https://www.irs.gov/faqs/irs-procedures/refund-inquiries/refund-inquiries

 

IRS Local Office Locator 

Clients that need to see a tax advocate.

https://www.irs.gov/help/contact-your-local-irs-office