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 AttorneyOther attorneyEnrolled AgentParalegal in a law firmTaxpayerCPAAcademicAuthor - lecturerNone
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

MonthDayYear
Date
Provider's Name

First NameLast Name
E-mail:
Phone number:

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

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

Referred by a professional colleagueSearching the InternetHeard name at a seminarReceived something in my email with Mr. King's nameI have previous knowledge of Mr. King's servicesNACBA listserv or JournalNACTT listserv or e-letterOther
If Other - please explain
NAME OF REFERRING ATTORNEY OR OTHER TAX PROFESSIONAL (if any):
Main topics I am interested in:

1. Bankruptcy in general2. Opinion, consultation, or help discharging taxes4. Tax or Bankruptcy litigation or adversary proceedings5. Court ruling or judgment6. IRS or state tax offer-in-compromise7. IRS Collection Due Process Appeal8. IRS Innocent Spouse9. Problem with your tax, bankruptcy or other attorney10. Explore all remedies for delinquent tax problems11. Substitution - replacing attorney12 Tax Transcript review13. State taxes14. Tax levy or seizure15. Violation of the automatic stay16. Other
If other - please explain:
Taxes include

IRS personal income taxesIRS Trust-fund (payroll) taxesOther federal taxesState personal income taxesState sales taxesState trust-fund taxesProperty taxesOther
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 weekNo particular urgency - consultation requested in next 30 daysNot applicable
BRIEFLY EXPLAIN WHAT THE EMERGENCY IS
DOES TAXPAYER HAVE A HEARING SCHEDULED SOMETIME IN THE FUTURE?

YesNo
HEARING OR MEETING WITH IRS IS SCHEDULED: PLEASE GIVE DATE AND DETAILS:
TYPES OF DOCUMENTS BEING SENT: Limit of 5 pages for first appointment.

Describe below
Describe documents
DOCUMENT(S) ATTACHED: See below "Examination of Documents."

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

By phoneBy e-mailEither phone or emailBy FAXIn person with Mr. King
I CONSENT TO SHARE MY INFORMATION WITH EMPLOYEES OF THE KING FIRM

YES - but kept confidentialNOOTHER
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

YESNO
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: