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Appointment Request

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Full Name*

First NameLast Name
Contact Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address*
example@example.com
Social Security Number (SSN) (or ITIN if applicable)*
Format: 000-00-0000.
Spouse Name

First NameLast Name
Contact Number (Spouse)
Please enter a valid phone number.Format: (000) 000-0000.
Email Address (Spouse)
example@example.com
(Spouse) Social Security Number (SSN) (or ITIN if applicable)
Format: 000-00-0000.
Preferred Preparer *
Appointment Request - *
To ensure we can accommodate your needs efficiently, please request an appointment at your earliest convenience. We will do our best to honor your preferred timeframe.

We appreciate your understanding and look forward to assisting you.

- Date on the IRS Letter
  
  MonthDayYear
  Date
- Did the IRS give you a deadline to respond?
- If Yes, enter the deadline date
  
  MonthDayYear
  Date
- IRS Letter or Notice Number
  (e.g., CP14, CP2000, 5071C, etc.)
- What type of IRS letter did you receive?
- Have you responded to the IRS yet?
- What tax year(s) is the IRS letter related to?
- Have you filed all required tax returns?
- Do you owe back taxes?
- PHONEEMAILVIRTUAL
- Any additional details or concerns you’d like us to know before the appointment?
- Tax Year for the Extension Request
- Filing Status
- Do you expect to owe taxes or receive a refund?
- Estimated Tax Liability
  (Amount You Owe)
- Estimated Tax Payments Already Made
  (if any)
- Reason for Requesting an Extension (Optional, but could help if IRS queries the extension)
  Example: Unforeseen personal issues, business-related delays, awaiting documents, etc.
- Do you plan to pay any amount due along with the extension?
- If yes, what is the amount you will pay?
- Preferred Payment Method
- Do you authorize a tax professional to file this extension on your behalf?
- Type option 4
- Signature
- 20172018201920202021202220232024
- Do you have a copy of the tax return you need reviewed?
- If yes, please attach a copy of the tax return
  
  Cancelof
- Were any amendments made to this return?
- Do you have any supporting documents for deductions or credits claimed (e.g., W-2s, 1099s, receipts, etc.)?
- Was this return filed
- Have you received any correspondence from the IRS regarding this return?
- If yes, please attach a copy of the notice
  
  Cancelof
- Did you report all income sources on your return (e.g., wages, self-employment income, rental income)?
- Were there any deductions or credits missed on your return? (e.g., student loan interest, mortgage interest, child tax credit)
- Did you contribute to retirement accounts (IRA, 401(k), etc.) in the tax year reviewed?
- Do you own any property or have investments that were reported on this return?
- What specific concerns or questions do you have about your previous tax return?
- Would you like to discuss strategies to reduce your tax liability in the future?
- Are there any changes in your personal or financial situation since the tax year in question that may affect your filing? (e.g., marriage, divorce, new dependents, etc.)
- Signature
- 20172018201920202021202220232024
- Original Filing Status
- Date Original Return was Filed
  
  MonthDayYear
  Date
- Did you receive a refund or owe additional taxes for the original filing
- If Yes, what was the amount of the refund or amount owed?
- Incorrect income reportedIncorrect deductions or credits claimedFiling status was incorrectMissing forms or schedulesOmitted income or deductionsIRS Notice of Error or Request for ChangesOther (Please Specify)
- Changes to the Tax Return
  
  List the specific changes you are making to the tax return:
- Change #1
- Change #2
- Change #3
- Supporting Documentation (attach or describe)
  
  Cancelof
- Will the amendment result in a refund or balance due?
- If you expect a refund, provide your preferred method for receiving it
- If you expect to owe, how would you like to make the payment?
- Have you received any IRS notices or letters regarding the original tax return?
- If yes, please provide the notice/letter number
  
  Cancelof
- Brief description of the issue
- By signing, you confirm that the information provided is accurate and complete to the best of your knowledge
- Signature

Date

MonthDayYear
Date
Hour MinutesAM/PM Option
Should be Empty:

Appointment Request

Changes to the Tax Return