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CLIENT FORMS

1.
1-HOUR CONSULT RETAINER

2.
COMPLEX CASE
RETAINER

3.
TAXPAYER'S IDENTITY FORM

4.
TAX HISTORY
FORM

5.
IRS FORM
8821

6
PERSONAL
BUDGET

7
ASSET
CHECKLIST

8.
DISCLOSURE
(Bankruptcy)

9
CALIF
STATE
SALES TAXES

10.
CAL STATE
POWER OF
ATTORNEY


 

 
Morgan D. King, Esq.
Attorney & Counselor at Law

Offices in

Dublin - California

 

QUICK LINKS

 

Attorney & Counselor at Law

ADVISING TAX PROFESSIONALS & REPRESENTING
TAXPAYERS

WITH DELINQUENT TAX PROBLEMS

PROFESSIONAL'S
ONLINE REQUEST FOR TELEPHONE CONSULTATION

Checked every 20 min.

(925) 829-6363

 

CONTACT

(925) 829-6363

 

 

 

 
STANDARD 1-HOUR
TAX TRANSCRIPT REVIEW FOR
 

FOR BANKRUPTCY DISCHARGEABILITY

CONSULTATION - CLICK BELOW

PROFESSIONAL'S CONSULTATION REQUEST


REVIEW TRANSCRIPTS ONLY

Review IRS Account Transcripts
(may include state taxing entity records)

with 1-hour bankruptcy dischargeability consultation

$450 min.

This service provides a review of up to 6 IRS Tax Transcripts and a verbal opinion regarding the eligibility of delinquent taxes for discharge in Bankruptcy.

Review of additional transcripts over 6 are an additional $200 ea.

STEP 1: E-mail request to arrange consultation or call 925 829-6363

STEP 2: Pay 1-hour consult fee & sign agreement (link at top of page form # 1 )

Step 3: Fill out online "Taxpayer Identity Form" (link at top of page Form # 3)

STEP 4: Fill out online "Tax History Form" (link at top of page Form # 4)

STEP 5: Fill out IRS Form 8821 (if applic.) (link at top of page Form # 5)

STEP 6: Have taxpayer sign the 8821

STEP 7: Scan the 8821 and email to Mr. King or save and attach to email to Mr. King

 

 

IN-DEPTH TAX DISCHARGE ANALYSIS
WITH RESEARCH & WRITTEN OPINION

CONSULTATION - CLICK BELOW

PROFESSIONAL'S CONSULTATION REQUEST


ANALYSIS OF DISCHARGEABILITY

With Written Opinion

Looking for a more in-depth probe in the dischargeability of your client's taxes?

For cases involving anomalies on the transcripts, red-flag taxpayer conduct, a complex account history, large liabilities, or other issues
$1,500 min.
  • Review IRS Account Transcripts
  • Review IRS Specific Transcripts
  • Review IRS correspondence & notices
  • Interview client
  • Explore non-bankruptcy remedies
  • Explore potential evasion/fraud conduct
  • Flag potential non-tax bankruptcy issues
  • Explore effect & avoidability of liens
  • Case research on issues
  • Explore need for FOIA request
Typical things that may make
a consultation other than "routine" include
  • tolling events,
  • unusual transcript entries,
  • irregularities in transcripts,
  • history of probems with taxes
  • evidence of fraud or evasion
  • Property subject to liens
  • Etc.
Telephonic opinion min. $1,500
Written opinion - negotiate fee

Contact Mr. King's office to arrange assignment
and negotiate retainer fee

Online e-mail request to arrange consult

or

TEL: 925 829-6363

STEP 1: E-mail request to arrange consultation or call 925 829-6363

STEP 2: Pay COMPLEX CASE RETAINER (link at top of page form # 1 )

STEP 3: Fill out online "Taxpayer Identity Form" (link at top of page Form # 3)

STEP 4: Fill out online "Tax History Form" (link at top of page Form # 4)

STEP 5: Fill out IRS Form 8821 (if applic.) (link at top of page Form # 5)

STEP 6: Have taxpayer sign the 8821

STEP 7: Scan the 8821 and email to Mr. King or save and attach to email to Mr. King

CONTACT Morgan@TaxJustice.com 925 829-6363

P.O. Box 2952 Dublin CA 94568

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