Copy Request

Copy of tax return request
Name

First NameLast Name
Email
example@example.com
Last 4 digits of your SSN.
Last 4 digits of the bank account used on your last tax return.
Which tax year do you need a copy of?
Paper or Plastic?
Do you need W2s and 1099s?

NoYes
To transfer your tax file to a new tax preparer, fill out all of the above fields and the 2 fields below (email address of tax pro and a 4 digit PIN # that you create.) Provide this 4 digit # to your new tax preparer so they can download your copy.
New Tax Preparer Email Address
If you want your file sent to a new tax preparer, enter their email address.
Select a 4 digit PIN number for your new tax preparer to use to download your copy. Provide this 4 digit number to your new accountant (tax preparer).
Self selected 4 digit PIN #
All copy requests are sent via my secure portal in pdf format-unless you request a paper copy.

Todd's Tax Service LLC
All clients receive a copy of their return at the time they sign it. There is a $25 charge if you want an additional paper copy mailed to you after April 30th.
I authorize Todd's Tax Service LLC to debit my bank account for the $25 charge and request that a paper copy of my return be mailed to me. (Paper copy only)
Signature-authorization to send copy and for the $25 charge if applicable.

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Copy of tax return request