OTS Management Additional Services

1
What service are you interested in?* This field is required.
Amending your previously filed tax return
Business and Personal Tax Filing
Business Startup/ Formation
Bookkeeping
Credit Counseling
Grant Writing
Notary Services
Payroll Services
Property Management
Website Creation Services
2
Why are you requesting an Amended Return.* This field is required.
Reporting Errors: You may have made mistakes when reporting your income, deductions, credits, or other information on your original return.
Change in Filing Status: Your filing status might have changed since you filed your original return, which could affect your tax liability.
Additional Income: You may have received additional income that was not reported on your original return, such as income from a new job, freelance work, or investments.
Review for Missed Deductions or Credits: You may have overlooked certain deductions or credits that you were eligible for, which could result in a lower tax liability or a higher refund.
3
Please select all years to be Amended* This field is required.(Separate all your years information and be ready to upload them in the corresponding year sections)
2023
2022
2021
2020
2019
4
Taxpayer Name* This field is required.
First Name
Last Name
5
Date of Birth* This field is required.
Date
Month
Day
Year
6
Phone Number* This field is required.
Please enter a valid phone number.
7
Email* This field is required.
example@example.com
8
Has your address changed from previously completed return?* This field is required.This does not included PO Boxes only physical residency address?
YESNO
9
Taxpayers Address* This field is required.***If your address has changed from 2023 you will need to provide updated proof of residency for all dependents on your return***
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
10
Are you adding a spouse to previously completed return?* This field is required.Only select this if your spouse is not already on your return?
YESNO
11
Spouse Name* This field is required.
First Name
Last Name
12
Spouse Date of Birth* This field is required.
Date
Month
Day
Year
13
Spouse Phone Number* This field is required.
Please enter a valid phone number.
14
Spouse Email* This field is required.
example@example.com
15
Spouse Occupation* This field is required.
16
Spouse's SSN* This field is required.
Example: xxx-xx-xxxx
17
*PLEASE UPLOAD A COPY OF THE TAXPAYER AND/OR SPOUSE ID, DRIVERS LICENSE,ETC...** This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
18
*PLEASE UPLOAD A COPY OF THE TAXPAYER AND/OR SPOUSE SOCIAL SECURITY CARD** This field is required.2021 Tax Clients are not required to upload
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
19
Are you adding dependents to your previously filed tax return* This field is required.
YESNO
20
Enter all of your dependents that you are claming below* This field is required.Once you have entered your dependents please click next.
Dependent Name
Date of Birth
Social Security Number
Relationship
# of months in your home in 2023
1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 0, Column 3
Row 0, Column 4
2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 1, Column 3
Row 1, Column 4
3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 2, Column 3
Row 2, Column 4
4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 3, Column 3
Row 3, Column 4
5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 4, Column 3
Row 4, Column 4
6
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 5, Column 3
Row 5, Column 4
1
2
3
4
5
6
Dependent Name
Row 0, Column 0
Date of Birth
Row 0, Column 1
Social Security Number
Row 0, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 0, Column 3
# of months in your home in 2023
Row 0, Column 4
Dependent Name
Row 1, Column 0
Date of Birth
Row 1, Column 1
Social Security Number
Row 1, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 1, Column 3
# of months in your home in 2023
Row 1, Column 4
Dependent Name
Row 2, Column 0
Date of Birth
Row 2, Column 1
Social Security Number
Row 2, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 2, Column 3
# of months in your home in 2023
Row 2, Column 4
Dependent Name
Row 3, Column 0
Date of Birth
Row 3, Column 1
Social Security Number
Row 3, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 3, Column 3
# of months in your home in 2023
Row 3, Column 4
Dependent Name
Row 4, Column 0
Date of Birth
Row 4, Column 1
Social Security Number
Row 4, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 4, Column 3
# of months in your home in 2023
Row 4, Column 4
Dependent Name
Row 5, Column 0
Date of Birth
Row 5, Column 1
Social Security Number
Row 5, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 5, Column 3
# of months in your home in 2023
Row 5, Column 4
1 of 6
21
Amended Return Due Diligence questions* This field is required.(The following questions and answers are required by IRS when filing dependents on your return. Please make sure that you explain your answers if its indicated. This will insure you receive the maximum amount of credits that you are allowed)
Answers
Please explain if indicated
Can you confirm that you are the legal parent or guardian of the dependent(s) on the tax return **(If the answer is NO please explain)**
Yes
No
Not Applicable
Row 0, Column 0
Row 0, Column 1
Have there been any changes in legal custody or guardianship since the last tax filing? **(If the answer is YES please explain)**
Yes
No
Not Applicable
Row 1, Column 0
Row 1, Column 1
Did the parent(s) of the dependent(s) reside with you more than half of the year in 2023?
Yes
No
Not Applicable
Row 2, Column 0
Row 2, Column 1
Were the parents of the dependent(s) employed any time during the tax year? **(If the answer is YES please explain)**
Yes
No
Not Applicable
Row 3, Column 0
Row 3, Column 1
Were the parent(s) incarcerated for more than half the tax year?
Yes
No
Not Applicable
Row 4, Column 0
Row 4, Column 1
Were either of the parents deported during the tax year? **(If the answer is YES please explain)**
Yes
No
Not Applicable
Row 5, Column 0
Row 5, Column 1
Can you provide information on the residency status for your dependent(s) and confirm that they meet the requirements for the Child Tax Credit? **(If the answer is NO please explain)**
Yes
No
Not Applicable
Row 6, Column 0
Row 6, Column 1
Can you give me an estimate on how much support you provided for your dependent(s)? (Please give us a estimate total on how much support you provide for your dependents for the year) Ex..100% support, 25% support...
Yes
No
Not Applicable
Row 7, Column 0
Row 7, Column 1
Are you aware of any eligible medical expenses incurred for your dependent(s) that could qualify for tax deductions or credits?
Yes
No
Not Applicable
Row 8, Column 0
Row 8, Column 1
Are you incurring expenses for the care of the children, such as childcare or after-school programs?
Yes
No
Not Applicable
Row 9, Column 0
Row 9, Column 1
Do you have documentation to support claims for the Child and Dependent Care Credit? **(If the answer is NO please explain)**
Yes
No
Not Applicable
Row 10, Column 0
Row 10, Column 1
Are there any other individuals claiming your dependent(s)? **(If the answer is YES please explain)**
Yes
No
Not Applicable
Row 11, Column 0
Row 11, Column 1
Do you know the difference between Head of Household and Single filing status, and can you confirm that you are the head of the household for this tax year?
Yes
No
Not Applicable
Row 12, Column 0
Row 12, Column 1
Are you aware of the eligibility criteria for the Child Tax Credit and the Earned Income Tax Credit?
Yes
No
Not Applicable
Row 13, Column 0
Row 13, Column 1
Were any credits disallowed or reduced from any previous tax year? **(If the answer is YES please explain)**
Yes
No
Not Applicable
Row 14, Column 0
Row 14, Column 1
Are you willing to provide any additional documentation or information if required by tax authorities to verify the accuracy of the information provided? **(If the answer is NO please explain)**
Yes
No
Not Applicable
Row 15, Column 0
Row 15, Column 1
Can you confirm that you are the legal parent or guardian of the dependent(s) on the tax return **(If the answer is NO please explain)**
Have there been any changes in legal custody or guardianship since the last tax filing? **(If the answer is YES please explain)**
Did the parent(s) of the dependent(s) reside with you more than half of the year in 2023?
Were the parents of the dependent(s) employed any time during the tax year? **(If the answer is YES please explain)**
Were the parent(s) incarcerated for more than half the tax year?
Were either of the parents deported during the tax year? **(If the answer is YES please explain)**
Can you provide information on the residency status for your dependent(s) and confirm that they meet the requirements for the Child Tax Credit? **(If the answer is NO please explain)**
Can you give me an estimate on how much support you provided for your dependent(s)? (Please give us a estimate total on how much support you provide for your dependents for the year) Ex..100% support, 25% support...
Are you aware of any eligible medical expenses incurred for your dependent(s) that could qualify for tax deductions or credits?
Are you incurring expenses for the care of the children, such as childcare or after-school programs?
Do you have documentation to support claims for the Child and Dependent Care Credit? **(If the answer is NO please explain)**
Are there any other individuals claiming your dependent(s)? **(If the answer is YES please explain)**
Do you know the difference between Head of Household and Single filing status, and can you confirm that you are the head of the household for this tax year?
Are you aware of the eligibility criteria for the Child Tax Credit and the Earned Income Tax Credit?
Were any credits disallowed or reduced from any previous tax year? **(If the answer is YES please explain)**
Are you willing to provide any additional documentation or information if required by tax authorities to verify the accuracy of the information provided? **(If the answer is NO please explain)**
Answers
Yes
No
Not Applicable
Row 0, Column 0
Please explain if indicated
Row 0, Column 1
Answers
Yes
No
Not Applicable
Row 1, Column 0
Please explain if indicated
Row 1, Column 1
Answers
Yes
No
Not Applicable
Row 2, Column 0
Please explain if indicated
Row 2, Column 1
Answers
Yes
No
Not Applicable
Row 3, Column 0
Please explain if indicated
Row 3, Column 1
Answers
Yes
No
Not Applicable
Row 4, Column 0
Please explain if indicated
Row 4, Column 1
Answers
Yes
No
Not Applicable
Row 5, Column 0
Please explain if indicated
Row 5, Column 1
Answers
Yes
No
Not Applicable
Row 6, Column 0
Please explain if indicated
Row 6, Column 1
Answers
Yes
No
Not Applicable
Row 7, Column 0
Please explain if indicated
Row 7, Column 1
Answers
Yes
No
Not Applicable
Row 8, Column 0
Please explain if indicated
Row 8, Column 1
Answers
Yes
No
Not Applicable
Row 9, Column 0
Please explain if indicated
Row 9, Column 1
Answers
Yes
No
Not Applicable
Row 10, Column 0
Please explain if indicated
Row 10, Column 1
Answers
Yes
No
Not Applicable
Row 11, Column 0
Please explain if indicated
Row 11, Column 1
Answers
Yes
No
Not Applicable
Row 12, Column 0
Please explain if indicated
Row 12, Column 1
Answers
Yes
No
Not Applicable
Row 13, Column 0
Please explain if indicated
Row 13, Column 1
Answers
Yes
No
Not Applicable
Row 14, Column 0
Please explain if indicated
Row 14, Column 1
Answers
Yes
No
Not Applicable
Row 15, Column 0
Please explain if indicated
Row 15, Column 1
1 of 16
22
Please Upload a complete copy of your previously filed tax return and any missing information to be added* This field is required.W2's and/or 1099 NEC's, Ride-share tax forms etc.. (NO PAYCHECK STUBS)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
23
Are you adding any Itemized deductions to your previously filed tax return* This field is required.
YESNO
24
General Expenses/ Itemized Deductions* This field is required.Please enter whole numbers
Amounts
Medical Miles (Miles to/from healthcare specialist)
Row 0, Column 0
Insurance Premiums paid for all healthcare
Row 1, Column 0
Medical Expenses
Row 2, Column 0
Dental Expenses
Row 3, Column 0
Prescription Drugs and Medications
Row 4, Column 0
Vision Expenses
Row 5, Column 0
Copay Expenses (Medical, Dental, and Vision)
Row 6, Column 0
Union Dues
Row 7, Column 0
Chruch Donations
Row 8, Column 0
Medical Miles (Miles to/from healthcare specialist)
Insurance Premiums paid for all healthcare
Medical Expenses
Dental Expenses
Prescription Drugs and Medications
Vision Expenses
Copay Expenses (Medical, Dental, and Vision)
Union Dues
Chruch Donations
Amounts
Row 0, Column 0
Amounts
Row 1, Column 0
Amounts
Row 2, Column 0
Amounts
Row 3, Column 0
Amounts
Row 4, Column 0
Amounts
Row 5, Column 0
Amounts
Row 6, Column 0
Amounts
Row 7, Column 0
Amounts
Row 8, Column 0
1 of 9
25
Are you adding any Business deductions to your previously filed tax return* This field is required.
YESNO
26
Business Name
27
Business EINor Social Security number if Sole Proprietor
28
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
29
Gross Sales (Income)Total amount of income made for 2023
30
Business/ SCH-C Expenses* This field is required.Please only enter whole numbes
Amount Paid
Purchases
Row 0, Column 0
Phone Expenses
Row 1, Column 0
Materials and Supplies
Row 2, Column 0
Heat/Utilities
Row 3, Column 0
Advertising
Row 4, Column 0
Interest
Row 5, Column 0
Insurance
Row 6, Column 0
Bank Charges
Row 7, Column 0
Repairs and Maintenance
Row 8, Column 0
Business Taxes and Licenses
Row 9, Column 0
Business Property rent
Row 10, Column 0
Business Equipment rent
Row 11, Column 0
Commissions and fees
Row 12, Column 0
Contract Labor
Row 13, Column 0
Legal and Professional services
Row 14, Column 0
Office expenses
Row 15, Column 0
Business travel (trips)
Row 16, Column 0
Meals
Row 17, Column 0
Business miles
Row 18, Column 0
Tolls
Row 19, Column 0
Insurance (other that health)
Row 20, Column 0
Other Cost Not listed above
Row 21, Column 0
Purchases
Phone Expenses
Materials and Supplies
Heat/Utilities
Advertising
Interest
Insurance
Bank Charges
Repairs and Maintenance
Business Taxes and Licenses
Business Property rent
Business Equipment rent
Commissions and fees
Contract Labor
Legal and Professional services
Office expenses
Business travel (trips)
Meals
Business miles
Tolls
Insurance (other that health)
Other Cost Not listed above
Amount Paid
Row 0, Column 0
Amount Paid
Row 1, Column 0
Amount Paid
Row 2, Column 0
Amount Paid
Row 3, Column 0
Amount Paid
Row 4, Column 0
Amount Paid
Row 5, Column 0
Amount Paid
Row 6, Column 0
Amount Paid
Row 7, Column 0
Amount Paid
Row 8, Column 0
Amount Paid
Row 9, Column 0
Amount Paid
Row 10, Column 0
Amount Paid
Row 11, Column 0
Amount Paid
Row 12, Column 0
Amount Paid
Row 13, Column 0
Amount Paid
Row 14, Column 0
Amount Paid
Row 15, Column 0
Amount Paid
Row 16, Column 0
Amount Paid
Row 17, Column 0
Amount Paid
Row 18, Column 0
Amount Paid
Row 19, Column 0
Amount Paid
Row 20, Column 0
Amount Paid
Row 21, Column 0
1 of 22
31
Additional Expenses ( Not listed above)
32
Engagement Confirmation Page

Based on the information provided, OTS Management Group LLC will review your request and confirm eligibility, pricing, and next steps before filing.
33
Bank Name* This field is required.
34
Routing Number* This field is required.
35
Bank Account Number* This field is required.**Please be aware that when filing jointly (MFJ) or separately (MFS), both taxpayers must be listed on the account for a direct deposit.**
36
Re-enter Bank Account Number* This field is required.
37
What type of bank account do you have?* This field is required.
Checking
Savings
38
If you have any specific questions for us type them here.
39
Authorization & Certification: * This field is required.
40
Date Signed* This field is required.
Date
Month
Day
Year
41
Taxpayer Signature* This field is required.
Should be Empty: