The transcript records a phone intake conversation between Robert, an assistant at Tax Law Co., and prospective client Angel Pichardo. Robert verifies Angel’s recent online inquiry, collects contact information (phone, email), personal details (marital status, city), and a comprehensive overview of Angel’s state tax problem: two years of unpaid state taxes totaling about $24,000, missing two years of returns, and a default status. Angel reports an employed status with a monthly income of $4,200, ownership of a house and retirement account, and concerns about potential criminal prosecution and jail time. Robert acknowledges the concerns, explains that jail is not typical for tax issues, and offers to schedule a strategy session with senior tax specialist John Stevens. After negotiating times, they confirm an appointment for December 2 at 4 PM EST, with a promise to send a confirmation email. The call ends with a courteous sign‑off.
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Hey Angel.
Hello, who's this?
Yeah, it's Robert with Tax Law Co. How are you doing today?
I'm doing pretty good, how about you?
I'm doing great, thanks for asking. I'm calling to see if we can help you. It looks like you submitted your information to us online. Do you remember that?
Yeah, I think I did that last night.
Awesome. I'm one of Mr. Stephen's assistant here at Tax Law Co, and I'm reaching out to see if there's any way we can assist you. May I start by getting the best number for you, just in case we get disconnected?
Yeah, my number is 754-742-2744.
Thanks for providing your number, Angel Pichardo. I just need to get some basic information from you to make sure the consultation is as productive as possible. To start, have you contacted our office before?
No, this is my first time. I was referred to you.
Thanks for letting me know, Angel. Could you please provide me with your email address?
Yes, angel@123.com.
Got it, Angel. And may I ask, what is your marital status?
I am married.
Thanks for sharing that, Angel. Now I'd like to ask you a few brief questions to gather some notes for your initial consultation with Mr. Stephen's our senior tax specialist. Could you tell me about the nature of your tax problem? Does it involve the state, IRS, or both?
It involves the state.
Understood, Angel Pichardo. And how long have you been dealing with this tax issue with the state?
It's going on 2 years now.
I see. That must be quite frustrating. And what actions have you taken so far to resolve this tax issue with the state?
I tried to make a payment plan, but I couldn't figure out a way to do so, and I couldn't get help from our previous consultant, so I'm trying to call you to help.
I understand your frustration, Angel Pichardo. It can be challenging to navigate the process on your own. Noted. Do you currently owe a balance to the state? If so, do you know the total amount owed?
I owe about $24,000.
Okay, thanks for providing that information, Angel. And have you filed all required tax returns with the state, or do you need to file any missing or back tax returns?
Um, I'm behind 2 years.
Understood, Angel. It's important to get those tax returns filed. And what are your objectives? How soon are you looking to hire an attorney to help you with this tax issue?
Well, I need someone to help me right away. Hopefully you guys can help me out.
Noted, Angel. We understand the urgency. Could you tell me about your current financial situation? Are you employed, self-employed, or retired?
I'm currently employed.
Gotcha, Angel. And may I ask what your monthly income is?
I make about $4,200 every single month.
Thanks for sharing that, Angel. It helps us understand your financial situation better. Do you know if you are currently in default on any agreements with the state or IRS?
Um, I am.
Thanks for letting me know, Angel. It's important to address that. Do you have any plans to travel out of the country soon?
Well, I do want to take my wife to Bora Bora soon.
That sounds exciting, Angel. In your case, do you have any assets we need to protect, like a house, investment account, your passport, or retirement account?
I have a house and a retirement account.
Noted, Angel. It's important to consider protecting your assets. Do you know if you've received any recent letters or notices from the IRS or State Department of Revenue?
Yeah, I've been getting letters in the mail as well as some emails.
Gotcha, Angel. It's important to stay updated on any correspondence. And just so we know, has the IRS or state levied your bank account or garnished your paycheck yet?
Not that I'm aware of.
Thanks for letting me know, Angel. It's good to know that your bank account and paycheck haven't been affected. Is there anything else you would like to share about your tax situation that we haven't discussed yet?
I'm concerned that they're going to take me to jail. Am I going to go to jail for this?
I understand your concern, Angel. It's natural to worry about the potential consequences. While I can't provide legal advice, I can tell you that jail time is generally not the first course of action for tax issues. However, there's always a risk involved. The Criminal Investigation Unit of the IRS has referred cases to the Justice Department related to potential tax fraud. It's important to address your tax situation promptly and seek professional assistance. Our team is here to help you navigate through this. Thank you for sharing your concerns. Based on the information provided, we would like to schedule you with John Stevens, our senior tax specialist, for a strategy session to dive into your case in more depth. Are you ready to proceed?
Sure.
That's great to hear, Angel. What city are you in so I can check the available times in your time zone?
I'm in New York.
Awesome. It looks like we have a few available times for your appointment. We have November 28th at 04:00 PM EST and November 30th at 01:00 PM EST. Which time works best for you?
I work until 2 o'clock. Do you have anything later, maybe after 3?
I understand, Angel. Unfortunately, the latest available time on those days is 01:00 PM EST. However, I can offer you another available time slot. How about December 2nd at 03:00 PM EST? Would that work for you?
Do you have anything later, after 3?
I apologize for the inconvenience, Angel. Let me check for another available time slot for you. How about December 2nd at 4 PM EST? Would that work for you?
Yeah, that works.
Perfect, Angel. So I've got you booked with John Stevens, our senior tax specialist, on December 2nd at 4 PM EST. I'll also send you a confirmation email with all the details. If you have any questions before your appointment, please feel free to call us back. We're here to help. Thank you for your time. We look forward to speaking with you soon. Have a great day. Goodbye for now.
