FORM # 2 PROFESSIONAL CONTACT REQUEST

USE THIS FORM REQUIRED TO PROVIDE

THE KING FIRM WITH DOCUMENTS

(IF REQUESTED)

FOR RESEARCH - CONSULTING

OR REPRESENTATION

FOR TAX CONTROVERSIES

ATTORNEYS - ENROLLED AGENTS - CPAs

AND TAXPAYERS

INCLUDING DISCHARGING DELINQUENT TAXES IN BANKRUPTCY
TAX RESOLUTION - OFFERS-IN-COMPROMISE - COLLECTION APPEAL - NEGOTIATED PAYMENT
Provider's status - I am a -

Taxpayer's Attorney Other attorney Enrolled Agent Paralegal in a law firm Taxpayer CPA Academic Author - lecturer None
USE THIS FORM REQUIRED TO PROVIDE

THE KING FIRM WITH DOCUMENTS

(IF REQUESTED)

FOR RESEARCH - CONSULTING

OR REPRESENTATION

FOR DELINQUENT TAX CONTROVERSIES

INCLUDING DISCHARGING DELINQUENT TAXES IN BANKRUPTCY
TAX RESOLUTION - OFFERS-IN-COMPROMISE - COLLECTION APPEAL - NEGOTIATED PAYMENT - INNOCENT SPOUSE
EXAMINATION OR ANALYSIS OF ATTACHED DOCUMENTS. There is no charge to attach and send documents. However, if Mr. King's examination, interpretation, consultation, or other service that may require Mr. King's examination of documents, such as tax transcripts, is necessary or requested, advance remittance for a minimum 1-hour at $450 is required, or more per Mr. King's office.

Then scroll down to ""Documents attached" or "Browse Files" below.
Date

Month Day Year
Date
Provider's Name

First Name Last Name
E-mail:
Phone number:

Area Code Phone Number
City:
State:
If "Other" please explain:
This request is filled out for:

My personal delinquent taxes By a professional on behalf of a client or potential client Consultation with a tax professional Other
Taxpayer's name, state, e-mail address, marital status
If "Other" please explain:
How you know or found Morgan King:

Referred by a professional colleague Searching the Internet Heard name at a seminar Received something in my email with Mr. King's name I have previous knowledge of Mr. King's services NACBA listserv or Journal NACTT listserv or e-letter Other
If Other - please explain
NAME OF REFERRING ATTORNEY OR OTHER TAX PROFESSIONAL (if any):
Main topics I am interested in:

1. Bankruptcy in general 2. Opinion, consultation, or help discharging taxes 4. Tax or Bankruptcy litigation or adversary proceedings 5. Court ruling or judgment 6. IRS or state tax offer-in-compromise 7. IRS Collection Due Process Appeal 8. IRS Innocent Spouse 9. Problem with your tax, bankruptcy or other attorney 10. Explore all remedies for delinquent tax problems 11. Substitution - replacing attorney 12 Tax Transcript review 13. State taxes 14. Tax levy or seizure 15. Violation of the automatic stay 16. Other
If other - please explain:
Taxes include

IRS personal income taxes IRS Trust-fund (payroll) taxes Other federal taxes State personal income taxes State sales taxes State trust-fund taxes Property taxes Other
EST. AMOUNT OF IRS TAX LIABILITIES:
EST. AMOUNT OF STATE TAX LIABILITIES
IF LIABILITY IS DISPUTED EXPLAIN THE NATURE OF THE DISPUTE:
URGENCY LEVEL

Very urgent - need immediate consultation (today if possible) Worried - need consultation within the week No particular urgency - consultation requested in next 30 days Not applicable
BRIEFLY EXPLAIN WHAT THE EMERGENCY IS
DOES TAXPAYER HAVE A HEARING SCHEDULED SOMETIME IN THE FUTURE?

Yes No
HEARING OR MEETING WITH IRS IS SCHEDULED: PLEASE GIVE DATE AND DETAILS:
TYPES OF DOCUMENTS BEING SENT:

IRS Account transcripts State tax transcripts (or similar) State or federal tax returns Collection notices (levy, llens, et al.) Other tax correspondence Taxpayer's offer-in-compromise Taxpayer's proposed payment plan Taxpayer's budget Taxpayer's bank statements Signed IRS Form 8821 Signed IRS power of attorney Signed state power of attorney W-2 Charitable contributions Other
DOCUMENT(S) ATTACHED: See below "Examination of Documents."

Browse Files
Tax transcripts, notices, levy etc. Cancel of
HOW WOULD YOU LIKE TO BE REACHED?

By phone By e-mail Either phone or email By FAX In person with Mr. King
I CONSENT TO SHARE MY INFORMATION WITH EMPLOYEES OF THE KING FIRM

YES - but kept confidential NO OTHER
I understand that there may be a fee for addressing my matter, depending on the nature of the dispute and the services that may be provided

YES NO
TYPE FIGURES AT RIGHT INTO BOX BELOW - THEN HIT SUBMIT *
PLEASE CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THIS PAGE

WHEN YOU CLICK "SUBMIT" 2 THINGS HAPPEN: 1) WE RECEIVE THIS FORM INSTANTLY, AND 2) AN EXPLANATION OF A TAX ANALYSIS COMES UP.
Should be Empty: