SOCIAL SECURITY NUMBER
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Date of birth
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First Name
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Last Name
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Occupation
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Phone
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Email
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STATE ID OR DRIVER'S LICENSE #
CLIENT GENDER
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CLIENT GENDER
Male
Female
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Address
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City
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State
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Zip code
*
ALL INFORMATION THAT I HAVE PROVIDED TO CARTER CAPITAL ON THIS FORM IS TRUE AND ACCURATE TO THE BEST OF MY KNOWLEDGE. SIGN BELOW
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Clear
UPLOAD VALID ID
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ID
UPLOAD IRS LETTERS/NOTICES
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UPLOAD IRS LETTERS/NOTICES
UPLOAD YOUR TAX RETURNS
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UPLOAD YOUR TAX RETURNS
DO YOU OWN A HOME?
UPLOAD 1098 FORM
DID YOU MAKE INVESTMENTS OR PAY CAPITAL GAINS?
UPLOAD 1099B OR 1099DIV
DID YOU START OR OPERATE A BUSINESS? PLEASE BE ADVISED YOULL HAVE TO COMPLETE MORE PAGES IF YOU REQUIRED BUSINESS TAX FILING
UPLOAD PHOTOCOPY OF EIN
What is your filing status?
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Single
Married filing jointly
Married filing separately
Head of household
Qualifying widow
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SIGNATURE
*
Clear
SUBMIT
Submit Offer and Compromise Application
