Start with your questions
Call the Republic Tax referral line at (855) 494-5639. Prepare a focused first conversation using this checklist.
Calls go to Republic Tax. Ask about the services available, eligibility review, fees, and the person who would handle your case.
Have a short outline ready
- The tax agency and years involved.
- The notice or letter number and response date, if available.
- Whether each return has been filed.
- Any payments, prior agreements, or responses already made.
- Your main questions about scope, fees, and the next step.
Keep sensitive details secure
An initial discussion can begin with a general description. Ask how to verify the provider and use a secure document process before sharing Social Security numbers, tax returns, financial account information, or identity documents. Never share account passwords or one-time verification codes.
Know what the call does
A referral call allows you to ask about professional help. It does not by itself create representation, change an agency deadline, establish eligibility, or guarantee a result. Continue following verified agency instructions while evaluating a provider.
Business listing reference
Lee Robinson, CFP, EA
315 3rd St Unit C, Huntington Beach, CA 92648
View the Google business listing
The address is a business-listing reference. The phone number on this website is the Republic Tax referral line. Confirm office visits separately through the listing.
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