Secure Intake

Tell me about your IRS matter

A few short questions so I can review your situation before we speak. If it looks like a fit, I will reach out to schedule your free 15-minute consultation.

Encrypted in transit

This page is served over HTTPS. Your answers are saved privately, then an email notification with your answers is sent to Desica.

Kept private

Your answers are used only to review your matter and contact you. They are stored privately and sent to Desica through our email service; they are not sold or rented.

No sensitive data needed

Please do not include Social Security numbers, transcripts, or account numbers. Those are handled securely after our call.

Questionnaire

See if we’re a good fit

A few short questions so I can review your matter before we speak. Please do not include Social Security numbers or attach documents here.

Full name

Email

Phone (optional)

State

This matter is for

Type of IRS matter

Tax years involved

Estimated balance owed

Date on the most recent notice

Briefly describe your situation

I have received a notice or letter from the IRS.My notice contains a deadline within the next 30 days.I consent to my answers being saved privately and emailed to Desica Willard for review and contact about this matter. I understand that submitting this form does not create a professional relationship, does not extend or preserve any IRS deadline, and that no particular outcome is guaranteed.

Disclaimer & Privacy

Important notices

Deadline warning

Submitting this form does not extend or preserve an IRS deadline. If your notice contains an imminent response, levy, appeal, or hearing deadline, contact the IRS or another qualified professional immediately.

No professional relationship. Submitting the questionnaire, emailing, or speaking with me during a free consultation does not create a professional or representation relationship. A relationship begins only after a signed engagement agreement and any required payment are completed.

No guarantee of results. Every IRS matter turns on its own facts, the taxpayer's financial circumstances, and IRS discretion. No particular outcome, settlement amount, or timeline is promised or implied.

Scope of services. Services are limited to the tax matters, tax periods, and taxing authorities expressly stated in the engagement agreement. Representation before the IRS is ordinarily authorized through Form 2848 for those matters and periods.

Privacy policy. Information you submit is used solely to evaluate whether your matter fits this practice and to contact you about it. It is not sold, rented, or shared with third parties except as required by law or with your written authorization.

Terms of use. This website is provided for general information only and is not tax, legal, or financial advice. Use of this site is at your own discretion and does not substitute for advice about your specific circumstances.

Secure documents. Do not send notices, transcripts, Social Security numbers, or financial statements by ordinary email. Secure upload instructions are provided after the initial call.