Access Tax Consulting Inc : Client Resolution Representation Checklist

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Client Resolution Representation Checklist

Documents needed to get you on the fast track to resolving your tax debt. Our flat fee is $4500 federal only

Bank Statements- last three months
Retirement Accounts
Investment Accounts
Life Insurance
Real Estate
1. Statement of Value (Zillow, etc.)
2. Recent Mortgage Statement showing loan balance and monthly payment
Automotives
1. Statement of value (Kelly Blue Book)
2. Current lease or loan statement showing outstanding balance and monthly payment amount
Collectables, Artwork, etc.-- statement of values n collectibles that can be used to pay the tax debt
Proof of income
1. Profit and loss
2. Paystubs
3. SSA-statement
Utility Bills- last 3 months (get proof of payments or highlight in the bank statements0
Proof of alimony (Divorce Agreement or Decree)
Proof child support (Divorce Agreement or Decree)
Proof of dependent care expenses (get proof of payments or highlight in bank statements)
Proof of judgements and payments to creditors

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Address Line 2

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Zip Code *

Home Phone *

Work Phone

Fax Number

Mail List

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E-Mail List

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