One-Hour Telephone Consultation – $500 Flat Fee

Whether your matter involves IRS disputes, international tax compliance, Tax planning, this confidential consultation is designed to evaluate your situation, answer your questions, and recommend the most appropriate course of action.

What You’ll Receive

✔ Confidential one-hour telephone consultation

✔ Preliminary review of your matter

✔ Practical legal and tax strategy

✔ Secure online payment

✔ Secure document upload after payment

✔ Consultation directly with the attorney

How It Works

Step 1

Complete a brief Case Assessment.

Step 2

Review and accept the Consultation Terms.

Step 3

Secure your consultation by paying the $500 flat fee.

Step 4

Schedule your telephone consultation.

Step 5

Upload supporting documents securely.

ColoradoLegal Master Smart Tax Intake

Confidential Tax Case Assessment

Complete this confidential intake to request a one-hour telephone consultation with Philip M. Falco, Attorney & Certified Public Accountant. The form adapts to the type of tax help you select.

Do not upload or enter Social Security numbers, bank account numbers, passwords, tax returns, passports, or other sensitive documents here. Secure document upload is provided only after payment.

Contact Information

First Name

Last Name

Email Address

Telephone Number

Business, Trust, Estate, or Entity Name

Choose Your Tax Service

Select the category that best matches the help you need. Additional questions will appear automatically.

What do you need help with?

IRS Problem or Tax Resolution

Which IRS issues apply?

IRS audit or examination

IRS collections

Penalty abatement

Installment agreement

Offer in compromise

Innocent spouse

Payroll tax problem

Unfiled returns

IRS appeal

Federal tax lien

Bank or wage levy

IRS notice review

Other / not sure

IRS Notice or Letter Number

Has the IRS or a state taxing agency contacted you?

Yes

Not sure

International Tax

Which international tax matters may apply?

FBAR / FinCEN Form 114

Streamlined Domestic Offshore Procedures

Streamlined Foreign Offshore Procedures

FATCA / Form 8938

Form 3520

Form 3520-A

Form 5471

Form 5472

Form 8865

Form 8621 / PFIC

Foreign trust compliance

Foreign gift or inheritance

Dual-citizen compliance

Voluntary disclosure

International estate or trust planning

Other / not sure

Country or Countries Involved

Which foreign assets or relationships are involved?

Foreign bank or financial accounts

Foreign corporation

Foreign partnership

Foreign trust

Foreign gift or inheritance

Foreign real estate

Foreign mutual fund or investment fund

None / not sure

Approximate total value of foreign assets

Tax Return Preparation

Which returns or filings do you need?

Individual return — Form 1040

Partnership return — Form 1065

S corporation return — Form 1120-S

Corporation return — Form 1120

Trust or estate income-tax return — Form 1041

Estate tax return — Form 706

Gift tax return — Form 709

Amended return

Multi-state return

Foreign information reporting

High-net-worth individual return

Other / not sure

Are the relevant prior-year returns filed?

Yes

Some years are filed

Not sure

States Involved

Estate or Trust Tax

Which estate or trust tax services may apply?

Trust or estate income-tax return — Form 1041

Federal estate tax return — Form 706

Gift tax return — Form 709

Generation-skipping transfer tax

Trust tax planning

Estate or gift tax audit

International trust tax compliance

Fiduciary income-tax issue

Other / not sure

Status of the matter

Date of Death, if applicable

Business Tax

Which business tax services may apply?

Entity selection or choice of entity

S corporation planning

Partnership tax

Corporate tax

Business purchase or sale

Payroll tax

Business tax planning

CFO or advisory services

Restructuring or ownership change

Other / not sure

Current Entity Type

Approximate Annual Gross Revenue

Tax Planning

Which planning topics apply?

Individual income-tax planning

Business tax planning

Real-estate tax planning

Retirement or compensation planning

Estate and gift tax planning

International tax planning

Planned sale or transaction

Other / not sure

Expected Transaction or Decision Date

Matter Details

Tax Year(s) Involved

People, Businesses, Trusts, Estates, or Agencies Involved

Briefly Describe Your Matter

Do you have an upcoming IRS, tax, court, filing, sale, or other deadline?

Yes

Not sure

Deadline Date

How did you hear about Philip Falco, Attorney & CPA?

Consultation Terms

Please review the Confidential Tax Case Assessment Terms and Conditions. You will be asked to confirm acceptance again immediately before payment.

Required acknowledgments

I understand that submitting this form does not by itself create an attorney-client relationship or ongoing representation.

I understand that work beyond the paid consultation requires a separate written engagement agreement.

I remain responsible for all filing, payment, appeal, court, and agency deadlines unless Philip M. Falco has separately agreed in writing to represent me.

I understand that the $500 charge is a flat minimum fee for reserving and providing up to one hour of telephone consultation and is not reduced merely because the call lasts less than one hour.

I have read and agree to the Confidential Tax Case Assessment Terms and Conditions.