HOW TO GET STARTED WITH DFG TAX
After speaking with a DFGTAX professional, we will send to you our engagement package. Included will be a general information letter, followed by our service agreement (1 page). After review, we will need you to sign and date the service agreement; and then return it to us immediately so that we can begin representation.
Next, you will need to complete the Authorized Payment Form (1 page). You will select whether to pay by credit/debit card or electronic bank draft, date and sign, and return with the service agreement.
The engagement package will include a New Client Information Form (1 page). The information you provide on this form is confidential and will only be used in conjunction with the resolution process before the tax authorities. Return this form with the service agreement and authorized payment form.
As part of the engagement package, we will send to you IRS Form 8821, Tax Information Authorization Form. This document will allow us to secure tax transcripts from the IRS thereby allowing us to review your tax history. Sign and date in section 7 and return with the service agreement, authorized payment form and new client information form.
Please FAX or EMAIL paperwork to:
Fax #: 855-785-4701
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