Tax Compliance Intake | Portland, OR

If you have a tax issue you have been putting off, this is the first step. Tell us what is going on, and Stephanie will follow up within one business day to set up a consultation with RJ. The information here is confidential. Submitting this form does not create an attorney-client relationship.

Step 1 of 5

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Quick contact info

So we know who is reaching out and how to get back to you.

First name *

Please enter your first name.

Last name *

Please enter your last name.

Phone *

Please enter a phone number.

Email *

Please enter a valid email address.

Best way to reach you

How did you hear about us? (optional)

What is going on?

A few sentences in your own words. Don’t overthink it.

Briefly describe your tax situation *

Please describe your situation, even briefly.

Are any of these happening right now? (check all that apply)

Active levy on my bank account
Wage garnishment from my paycheck
Lien filed on my property or business
Direct contact from an IRS or state agent
Court date or hard deadline within 30 days
None of the above

About the tax problem

This helps us scope the work and the team you will need.

Who has the tax problem? *

Just me as an individualW-2 employee, retiree, or 1099 income that flows to a personal return
My business onlyLLC, S-corp, C-corp, or partnership that files its own return
Both me personally and my businessMost self-employed clients fall here

Please choose one.

A few details about your business

Entity type

Approximate annual revenue

Bookkeeping software

Books reconciled through

Do you have employees or pay W-2 wages?

YesNo

Your tax history

Best estimates are fine. We will pull IRS transcripts to get the real picture once we are engaged.

Which tax years are unfiled? *

Even a rough list helps.

Have you received notices from the IRS or a state tax agency?

Estimated total balance owed

States involved

What are you hoping to accomplish? (check all that apply)

Get unfiled returns prepared and filed
Get bookkeeping cleaned up
Set up a payment plan with the IRS or state
Reduce or remove penalties
Settle for less than I owe (Offer in Compromise)
Help with an audit
Stop a levy or garnishment
Just need someone to look at it and tell me what to do

Almost done

Anything else that would be useful for us to know?

Anything else? (optional)

I understand and agreeSubmitting this form does not create an attorney-client relationship. The firm will follow up to discuss whether we are a fit for your situation. Please do not send confidential or privileged information until we have a signed engagement letter.

Please confirm to submit.

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Thanks. We received your information.

Stephanie will follow up within one business day to set up your consultation with RJ.

Sohler Law
3 Centerpointe Dr Ste 190, Lake Oswego, OR 97035
503-662-7880 · stephanie@sohlerlaw.com

Transmission of information through this form does not create an attorney-client relationship. Please do not send confidential information about any matter until an engagement letter has been signed. (c) Sohler Law.

Get Help With Your Tax Problem