AMENDMENT INTAKE FORM

AMENDMENT INTAKE FORM

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation.
Amendment Tax Year
Taxpayer Name

First NameLast Name
Date of Birth
Social security number
Spouse Information
Spouse Name

First NameLast Name
Spouse Social Security number
Spouse date of birth
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Filing Status
Bank Name
Account Number
Routing Number
Account Type
Amendment Reason
Prior Year Tax Return or Return & Account Transcripts, Letters from the IRS, Valid DL/ ID (s) /Social Security card(s)

Cancelof

Thank you for choosing Taxes By Tan Jay, LLC for your amendment needs. This agreement outlines our mutual responsibilities and sets the expectations for amending your tax return.

We will prepare your tax return amendment based on the tax information you provide. It is your responsibility to provide all relevant documents and information necessary for the amendment. Our service includes a review of your previously filed tax return, preparation of the amendment, and submission to the IRS via electronic delivery or mail (if necessary).

Processing Timeline
Our standard processing time for tax return amendments is 2-3 days from the date we receive all necessary documents and information from you. This timeline is an estimate and may vary depending on the complexity of your tax situation and the volume of amendments we are processing. We will keep you informed of the progress of your amendment at all steps.

Payments
Payment for our tax amendment services is required upfront. Our fee is $300 and up, which covers the preparation and submission of your tax return amendment. This fee does not include any additional taxes, penalties, or interest that may be owed to the tax authorities. Payment can be made by Zelle, Cash App or Apple pay.

REFUND POLICY – ABSOLUTELY NO REFUNDS

All payments made to Taxes By Tan Jay, LLC are non-refundable. Once payment is submitted and tax preparation, review, consultation, amendment work, document review, IRS support, or any related service has started, no refund will be issued.

This includes situations where:
• The client changes their mind
• The client fails to provide required documents
• The client provided incorrect, incomplete, or misleading information
• The return cannot be filed due to missing information, IRS issues, fraud indicators, identity verification, refund holds, or wage/income discrepancies
• The IRS delays, rejects, adjusts, freezes, offsets, or holds the refund
• The client does not receive the refund amount expected

Taxes By Tan Jay does not guarantee refund amounts, IRS processing times, approval, deposit dates, or refund release. By submitting payment, I understand and agree that all fees are final and non-refundable.

Please understand that engaging our services for your tax return amendment does not guarantee a tax refund. The outcome of a tax return amendment depends on various factors, including your tax situation and the information provided by you. We will strive to maximize your refund or minimize your tax liability based on applicable tax laws and regulations.

Client Responsibilities

Ensure that all information provided to us is accurate and complete.
Disclose all relevant financial information and documentation related to the amendment.
Review the amended tax return carefully before it is filed.
Communicate promptly with any questions or concerns. Disclaimer
Agreements

We will perform our services following professional standards and applicable laws. However, we cannot guarantee specific tax outcomes or the timing of the processing by tax authorities.

By signing below, you acknowledge that you have read, understand, and agree to the terms of this engagement agreement. You also affirm that the information you provide will be accurate and complete to the best of your knowledge.
CLIENT DISCLOSURE & COMPLIANCE ACKNOWLEDGMENT

By signing and submitting this intake form, I understand and agree to the following:

• I am required to provide complete and accurate tax information.
• I must disclose ALL income, including W-2s, 1099s, self-employment income, cash income, gambling winnings, retirement income, and any other taxable income received during the tax year.
• Failure to provide complete documentation may delay processing or result in refusal of service.
• Taxes By Tan Jay, LLC & Mobile Notary Services reserves the right to decline or discontinue services if fraud, false information, altered documents, hidden income, or suspicious activity is discovered.
• The taxpayer is fully responsible for the accuracy and completeness of the information provided.
• Additional fees may apply if amended returns, IRS correspondence, wage verification, refund traces, identity verification, or fraud-related issues arise after preparation begins.
• Payment for services is due upfront before work begins and is non-refundable once preparation has started.
• I understand that withholding information from my tax preparer may result in IRS penalties, delays, audits, refund holds, or criminal investigation.

I certify under penalty of perjury that the information I provide is true, correct, and complete to the best of my knowledge.
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Date Signed

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AMENDMENT INTAKE FORM

Spouse Information