810 Freeze Amendments

Letter of Engagement for Amended Tax Return Services

Please use this form if you are needing your returns amended due to being on 810 Refund Freeze or Fraud
Purpose of Engagement
This Letter of Engagement outlines the terms under which Dream HR Consultants, LLC (“Tax Preparer,” “we,” “our”) will provide tax amendment services to our Client By signing this agreement, you authorize us to prepare and file an amended tax return (Form 1040-X) based on the information you provide.

Scope of Services
We agree to perform the following services:
✅ Review of original tax return and IRS transcripts (if applicable).
✅ Identification of errors, omissions, or necessary adjustments.
✅ Preparation of Form 1040-X (Amended U.S. Individual Income Tax Return) and necessary supporting schedules.
✅ Filing of the amendment (electronically if eligible, otherwise via mail).
✅ Limited follow-up support regarding amendment status.

🚨 This engagement does NOT include:
❌ IRS representation, audit defense, or tax debt resolution.
❌ Guarantee of refund approval or processing time by the IRS.
❌ State tax amendments unless explicitly agreed upon.

Client Responsibilities
To ensure the accuracy of your amendment, you agree to:
🔹 Provide all necessary documents (original tax return, W-2s, 1099s, deductions, credits, and IRS notices).
🔹 Ensure that the information provided is true, accurate, and complete to the best of your knowledge.
🔹 Understand that we cannot guarantee an increased refund or approval of the amendment by the IRS.
🔹 Pay all fees associated with this service before starting.

Fees & Payment Terms
The fee for preparing your amended return is $(Insert Fee) based on the complexity of your case. This includes preparation, submission, and basic follow-up.

💰 Payment Terms:

A (50% deposit OR full payment) is required before any work begins.
The remaining balance is due before filing the amendment.
Payments are non-refundable once the amendment is filed.

📌 Additional Charges May Apply If:

Your amendment requires substantial corrections beyond the initial scope.
Additional IRS correspondence or transcript analysis is needed.
A state tax amendment is required (additional $75 per state).

IRS Processing Time & Follow-Up
The IRS typically takes up to 16 weeks to process an amended return, but it can be significantly longer, please be prepared for a wait. While we will assist with basic follow-up, we do not have control over IRS processing times.

📢 If the IRS requests additional information or issues a refund adjustment, you are responsible for responding promptly.

Limitation of Liability
While we take every precaution to ensure accuracy, Dream HR Consultants, LLC is not responsible for:

Any IRS delays, denials, or additional reviews triggered by the amendment.
Any penalties, interest, or balances owed resulting from the amendment.
Any misrepresentation or omission of information by the Client.

Acknowledgment & Agreement
By signing this agreement, you acknowledge that:
✅ You have reviewed and understood this Letter of Engagement.
✅ You agree to provide all necessary documents and truthful information.
✅ You understand that the amendment process does not guarantee a refund increase or IRS approval.
✅ You agree to pay the agreed-upon fee for amendment services.
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.

Tax Return Information
Date of Birth

MonthDayYear
Date
SSN
Address (Cannot be a dorm or PO BOX)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Documentation & Questionnaire
Do you have access to ID.Me?*

YesNo
Have you received any IRS letters?*

YesNo
Upload any notices

Cancelof
Did you file the original return yourself or use a preparer?*

By myselfA preparer
Do you have access to the tax return?*

yesno
Copy of Last Year Tax Return

Cancelof
Return Transcript *

Cancelof
Account Transcript *

Cancelof
By requesting our services to prepare an amended tax return for the purpose of addressing the 810 refund freeze, you acknowledge and agree to the following terms. Filing an amended return does not guarantee a refund or any specific outcome. The IRS will review the amended return, and the final decision is at their sole discretion. Please also understand that the IRS processing time for amended returns can range from 16 to 72 weeks or longer, and we have no control over their timeline. Amending your return will not remove any fees or penalties associated with frivolous returns or prior inaccuracies. Payment for our services is due upfront and must be paid in full before any work will begin. An invoice will be provided, and work will not commence until the payment is received. Additionally, it is your responsibility to provide us with any letters or notices you receive from the IRS regarding your amendment. Failure to do so may result in delays or complications with your case. By signing this agreement, you acknowledge and accept these terms.

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Letter of Engagement for Amended Tax Return Services

Tax Return Information

Documentation & Questionnaire