Frequently Asked Client Questions

Everything you need to know about your TaxQuotes experience.

Billing & Payments

I'm having trouble making a payment — what can I do?

If you are having an issue with your payment, need to adjust your payment schedule or have any questions about your payments, please contact your case manager.

If you need to change your method of payment, you can update it in your client portal.

Documents

How should I send you my tax documents?

We recommend that you upload your documents directly to our client portal. No back-and-forth emailing required!

What if I don't have or can't send a document?

If you need help with a required document or can’t provide it, please contact your case manager and they will advise you on what to do next.

Did you get the documents I sent in?

The best way to make sure we receive your documents is to upload them to the client portal. This way, you can see all of the documents you’ve submitted.

After your document is uploaded, your case manager will mark the item as complete.

Client Portal

What is the client portal?

The client portal is what helps TaxQuotes stand out from the pack. With the portal, you can easily update payment methods, view case updates, respond to document requests and communicate with your case manager.

How will I know if there are tasks to do in the client portal?

You will get notifications through the app, as well as emails notifying you of the request.

Investigation

What is the investigation phase?

The investigation is a crucial step to resolving your tax issue. Your tax professional will gather information about your previous tax filings, any balances you owe and if the IRS is planning on taking action against you in the near future.

Once our team has all of the information from the IRS, we will come up with a plan on how to attack your tax issue.

What do you need from me during the investigation?

There are some key things we need from you to complete your investigation. All of these have been shared with you through your client portal:

  1. Completed client survey.
  2. Signed service agreement form.
  3. Signed Form 8821
  4. Full investigation fee paid.
What is an 8821?

Form 8821 is an IRS form that gives us permission to request your tax information from the dates listed on the form. It’s essential to starting your investigation because it shows us where you stand with the IRS and helps us determine what we can do for you.

I got a letter from the IRS. What do I do?

When you receive a new notice from the IRS, upload it into your client portal so our team can take a look at it and determine how it will affect your case.

Resolution

What is the resolution phase?

The resolution is when we actually take action to resolve your tax issue. This could include filing unfiled tax returns, negotiating a payment plan for you, requesting a Currently Not Collectible status, and more.

When your investigation is complete, we will set up a meeting to go over the results and give you our recommendation for resolution.

What is a Power of Attorney and why do you need me to sign it?

A Power of Attorney (POA) gives us legal authority to represent you before the IRS. Basically, the IRS has to contact us when dealing with your case. We need your permission to receive Power of Attorney, which is why we ask you to sign the form.

My financial situation has changed — what should I do?

If your financial situation changes, please let your case manager know as soon as possible. It’s important that we know of any income increases or decreases in order to represent your case accurately before the IRS.

My financial situation has changed — what should I do?

If your financial situation changes, please let your case manager know as soon as possible. It’s important that we know of any income increases or decreases in order to represent your case accurately before the IRS.

Filing Taxes

Can you file amended returns?

Yes, filing amended returns is one of our services.