Tax Triage: crisis tax management
licensed care for tax trauma

SUGGESTED THERAPY



Read all material sent to you by the IRS. If it appears confusing or not helpful,
contact a tax CPA specializing in crisis management.

Information is your best ally. Collect copies of disputed or delinquent returns. (You can
request copies of your filed returns from the IRS).

Start (or continue) consistent and concurrent record keeping on a concurrent¹ basis. One example: a simple notebook in your car where you write the day, location, and amount of gasoline purchased is sufficient for a 'concurrent' record.

Contact a tax CPA specializing in your particular situation.

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¹ a record made at the time the expense actually occurs
authorized return originator and transmitter      National Association of Tax Professionals

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© TaxTriage 2003-2004 last updated 12 Nov 2004