# Tax Resolution Client Form

*June 8, 2026 · Cheralis Financial*

Please complete the intake form below to begin the process. Provide as much detail as possible so we can review your situation and determine how best to assist you.

All fields marked with an asterisk (*) are required.

                Leave this empty

## Complete the form below

                    Name *

                    SSN *

                    Address *

                    Telephone Number *

                    Email *

### Business Information (if applicable)

                    Business Name

                    EIN

                    Business Address (if different from above)

                    Who referred you to us? *

                    Who is your tax preparer? *

### I need tax help with: *

                        Internal Revenue Service (IRS)

                        State

### Define tax matter: *

Check all areas you require help with.

                        Personal Income Tax

                        Corporate, Partnership or other entity

                        Trusts and Estates

                        Payroll Taxes

                        Foreign

                        Cryptocurrency

                        Tax planning

                    How much do you owe? *

                    Do you have an online account on IRS.gov? *

                            Yes

                            No

                    Have you received any written communications from the taxing authority? *

                            Yes

                            No

                    Please attach the most recent correspondence from the taxing agency.

                    Accepted: PDF, JPG, PNG, DOC, DOCX (max 10MB). Attach only if you've received correspondence.

                Completion of the form or submission of correspondence does not establish an attorney/client relationship.

                Submit Form

---

Source: https://cheralis.com/tax-resolution-client-form/
Author: Cherisse Skeete, IRS Enrolled Agent — Cheralis Financial