Michael L. Davis
Enrolled Agent, OIC Specialist
Contact Me
Potential clients are invited to contact me for a free initial consultation. Please begin the process by sending me an email in which you provide the following information:
After I have reviewed the above information, I will reply by email and/or phone call.
E-mail: Mike@OICAdvice.com
Please identify your email subject as ‘OIC’ so that I will know it’s not spam, which I delete without opening.
Phone: 678-391-0654
- Your occupation.
- Are you a wage earner, self employed and/or a business owner?
- If self-employed, are you currently making adequate estimated payments?
- How much is your tax liability?
- What kind(s) of tax do you owe?
- What tax year(s) or tax period(s) do you owe?
- What are your major assets and liabilities?
- If you are a property owner, how much equity do you have in your property?
- How much is your monthly income?
- What are the amounts of your living expenses? (Please itemize.)
- Do you have health problems or other special circumstances?
- What caused you to be unable to pay your federal taxes?
- Are you current on the filing of federal tax returns?
- What collection actions has the IRS taken or threatened to take?
- To your knowledge, has the IRS filed a tax lien?
After I have reviewed the above information, I will reply by email and/or phone call.
E-mail: Mike@OICAdvice.com
Please identify your email subject as ‘OIC’ so that I will know it’s not spam, which I delete without opening.
Phone: 678-391-0654
Email
I usually have one or more phone discussions with my clients, but I have found that email is often the preferred method of communication. It is quite adequate for most questions, messages, etc., and it has two advantages over phone calls: email messages can easily be saved to a Word file, and "telephone tag" is avoided.