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Tax Solutions Intake Form

Complete what you know below so MBA Financial Tax & Accounting LLC can better understand your tax  situation. You do not need to have everything organized before contacting us. 

Call immediately before submitting if you received a Final Notice, levy, wage garnishment, bank levy, lien  notice, audit or examination request, appeal or hearing notice, court date, threatened seizure, or any response  deadline within 14 days. 

Do not submit Social Security numbers, dates of birth, bank-account numbers, passwords, full tax returns,  IRS transcripts, or confidential tax documents through this public form. After intake, use the secure client  portal for confidential documents.

Tax Solutions Intake Form

Call immediately before submitting if you received a Final Notice, levy, wage garnishment, bank levy, lien notice, audit or examination request, appeal or hearing notice, court date, threatened seizure, or any response deadline within 14 days.

Are you contacting us as:
Individual
Business
Both
Tax Issue Type
Approximate amount owed or disputed
Are all required tax returns filed?
Yes
No
Have you received a notice?
Yes
No
Agency
Collection action
Are you currently represented?
Yes
No

Tax Solutions Tailored to You

Tax challenges can feel overwhelming, but you don’t have to navigate them alone. From tax preparation and planning to resolving IRS concerns, we provide personalized solutions designed to protect your financial well-being and help you move forward with clarity and confidence.

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