Tax Client Inquiry Form Template

ALL "TAX CLIENT" INQUIRIES

To stay in compliance with the IRS Rules & Regulations and to properly be able to assist all clients with the best customer service, we have updated how we handle all client inquiries EFFECTIVE IMMEDIATELY.

All TAX RELATED inquiries must be submitted HERE.

For identity verification purposes, you must upload a clear picture of your ID.

You must provide DETAILS of what you need assistance with including clear copies of any DOCUMENTS in ADVANCE. This will allow Customer Support Services to research your file to provide you with an accurate response.

Inquiries recieved without and ID and a detailed explanation (including uploaded copies of any documents) of what you need assistance with WILL NOT RECIEVE A REPLY. NO EXCEPTIONS

FILL OUT THE ENTIRE INQUIRY FORM

Please help us, help you.

If you need assistance, you must submit a completed TAX CLIENT INQUIRY FORM (first) for review and approval.

All responses will be provided via email only!

All Client Inquiries are processed in the order they are recieved.

STANDARD 72 HOURS RESPONSE TIME

Please save our DEDICATED CUSTOMER SUPPORT EMAIL ADDRESS to your contacts to ensure you receive all responses and updates.

support@independentsupportservicesllc.com

Thank you for your cooperation
Tax season is open:

January - April / M-F 10am-6PM / Closed Weekends & Holidays Customer Support Services: support@independentsupportservicesllc.com [within 72hrs]
Tax season is closed:

May - January / Customer Support Service is provided via email only when available: support@independentsupportservicesllc.com [within 72hrs]
Date

MonthDayYear
Date
Tax Preparers Name
- New ClientReturning Client
- Name*
  
  First NameLast Name
- Phone Number*
  Format: (000) 000-0000.
- Email*
  example@example.com
- Please provide the last (4) digits of your social security number for verification purposes.*
- Please upload a clear picture of your valid ID for VERIFICATION PURPOSES *
- YESNO
- Amendment Needed/RequestedCopies ($25.00 Fee applies. Please search your email folders first for original copies already provided when you signed)Tax Account Print Out Consultation (Must provide a copy of your IRS Tax Account Statement)General Tax AssistancePersonal Tax Assistance
- 202320222021202020192018Other
- Please EXPLAIN IN DETAIL what you need ASSISTANCE with. This will help your tax preparer to assist you better. *
- Upload a clear copy of your NOTICE. You must provide a copy of the FRONT and BACK of all pages received.
  
  Cancelof
- Date you received the original notice
  
  MonthDayYear
  Any IRS notice must be received 24 hours after receipt. Any notices provided outside of the 30 day response time is not guarantee assistance.
- Upload Multiple pages (FRONT & BACK)
- Before we are able to assist you with any IRS notice/letter, you must provide a COPY OF YOUR IRS PERSONAL TAX ACCOUNT STATEMENT.
  
  Our office does not have access to YOUR IRS RECORDS.
  
  We are able to review your IRS PERSONAL ACCOUNT STATEMENT and gather information from it.
  
  CLICK HERE TO OBTAIN A COPY OF YOUR PERSONAL IRS TAX ACCOUNT STATEMENT
- File Upload
  
  Cancelof
- 1040/104OSR IRS PAID SICK LEAVE REVIEW/AUDIT NOTICES
  
  READ EVERYTHING
- DID YOU RECEIVE A NOTICE FROM THE IRS REGARDING 1040/1040SR PAID SICK LEAVE FOR A BUSINESS/FILING ERROR ON YOUR 2020 AND/OR 2021 TAX RETURN?
  
  READ EVERYTHING!!!!!
- YOUR EMPLOYER MAY HAVE NOT NOTIFIED YOU ON APRIL 1, 2020 THROUGH DECEMBER 31, 2020 OF HOW YOU WHERE SUPPOSE TO RECIEVE MANDATED COVID-19 "STAY AT HOME" PAID SICK LEAVE AS A W2 EMPLOYEE AND HOW IT SHOULD HAVE BEEN REPORTED ON YOUR W2.
  
  YOU MUST READ EVERYTHING FOR A CLEARER UNDERSTANDING. ALL INFORMATION IS PROVIDED IN WRITTING
- All of the information our office has on COVID-19 PAID SICK LEAVE FOR W2 EMPLOYEES, IRS 1040-104SR/FILING ERROR RESPONSE/AUDIT NOTICES is provided in the link below (IN WRITTING). It is your responsibility to click on the link below to READ EVERYTHING and FOLLOW ALL INSTRUCTIONS for a clearer understanding of what happened and to know WHAT YOU NEED TO DO NEXT.
  
  READ EVERYTHING AND FOLLOW ALL INSTRUCTIONS
- YOU MUST CLICK THE LINK BELOW TO BE OFFICIALLY INFORMED
  
  CLICK THE RED UNDERLINED LINK
  
  IRS PAID SICK LEAVE INITIAL RESPONSE NOTICE & WHAT IS NEEDED TO RESPOND-CLICK HERE NOW!
  
  YOU MUST CLICK THE LINK ABOVE TO BE OFFICALLY INFORMED
- Signature*
- Should be Empty:

Tax season is open:

Tax season is closed:

1040/104OSR IRS PAID SICK LEAVE REVIEW/AUDIT NOTICES

DID YOU RECEIVE A NOTICE FROM THE IRS REGARDING 1040/1040SR PAID SICK LEAVE FOR A BUSINESS/FILING ERROR ON YOUR 2020 AND/OR 2021 TAX RETURN?

YOUR EMPLOYER MAY HAVE NOT NOTIFIED YOU ON APRIL 1, 2020 THROUGH DECEMBER 31, 2020 OF HOW YOU WHERE SUPPOSE TO RECIEVE MANDATED COVID-19 "STAY AT HOME" PAID SICK LEAVE AS A W2 EMPLOYEE AND HOW IT SHOULD HAVE BEEN REPORTED ON YOUR W2.