Amendment Intake Form

  • Amendments Intake Form

  • What Year Needs to Be Amended?
  • Format: (000) 000-0000.
  • Reason for Amendment*
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  • Thank you for choosing TAYLOR TAX SERVICE for your amendment needs. . This agreement outlines our mutual responsibilities and sets the expectations for the amendment of 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 (5 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 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 Credit/Debit,Cash,Installment Payment(Afterpay/Affirm/Klarna).

    Refund Policy
    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.

    Agreements

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

  • Date Signed
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  • Tax Amendment FAQ


    What is a tax amendment?
    A tax amendment corrects errors or omissions on a previously filed tax return, such as income, credits, deductions, or filing status.


    When do I need to amend my return?
    You may need an amendment if you forgot income, received additional tax documents, claimed incorrect dependents, or missed credits or deductions.


    How long does an amendment take?
    Federal amended returns typically take up to 20 weeks to process. State processing times vary and are outside our control.


    Will I receive an additional refund?
    Amendments may result in an additional refund or a balance due. Refunds are issued only after the amendment is processed.


    Can you amend prior-year returns?
    Yes. Most amendments can be filed within three years of the original filing date or two years from the date the tax was paid.


    Can you amend a return prepared elsewhere?
    Yes. We can amend returns prepared by another tax professional or self-prepared returns with proper documentation.


    What documents are needed?
    You’ll need your original return and any new or corrected tax documents related to the change.


    How much does an amendment cost?
    Fees vary based on the year(s) amended and the complexity. Pricing is provided before work begins.


    Is payment required upfront?
    Yes. All amendment fees are due prior to filing and are non-refundable once work has started.


    Does an amendment increase audit risk?
    No. Filing an amendment does not automatically increase your chances of an audit.


    Important Note
    Filing an amendment does not stop penalties or interest on unpaid balances.


     
     

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