Tax Representation Workflow
Pre Discovery: Client Engagement
Thank you for trusting Kolen Services to represent you and/or your business before the Internal Revenue Services. Before we can get started working for you, please complete and upload the Pre-Discovery Checklist items. You can download each of the forms by clicking the "buttons" below. Please complete, sign and upload back to the client engagement. Here you can also complete your retainer payment using a credit card. Make sure you save the receipt and upload a copy of the receipt to the client engagement. If you prefer making a e-check payment, please call us at (855) 747-7349 opt 1. We can not complete the Client Engagement without all the Client Pre Discovery Checklist items completed. Thank you again for trusting Kolen Services. We look forward to working with you to get your tax problem resolved quickly and pain free.
Client Pre Discovery Checklist
Client Phase 1 : Discovery Checklist
Phase 2: Confirmation of Compliance
Phase 3: Implementation & Resolution Plan