Tax Withholding Review Request

Tax Withholding Review Request

This review is designed to help you understand what's happening with your tax withholding, identify potential adjustments for the current year, and make recommendations for the following year.
Complete this form and upload the requested documents so I can review your situation and confirm the appropriate service. Once your request is reviewed, you'll receive your next steps, including payment instructions.

Some situations may require additional documentation or more extensive tax planning. If that's the case, I'll explain your options and any additional fees before moving forward.
SECTION 1: Service Selection
Which withholding review would you like?
Standard withholding reviews include an assessment of your current withholding, recommendations for adjustments during the current tax year, and guidance for the following year based on the information available.

Situations involving multiple income sources, significant income changes, or other complexities may require additional analysis. Any additional services or fees will be discussed and approved before work begins.
SECTION 2: Client Information
Please select the option that best fits your situation. Review details are outlined on the services page.
Full Legal Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Filing Status
If married, does your spouse also work or receive income?
How many dependents do you expect to claim on your tax return this year?
Have you had any changes in dependents this year, such as having a baby?
Do you personally work more than one job?
Do you have any self-employment or 1099 income?
Have you or your spouse experienced any significant income or employment changes this year?
If yes, please provide a short description.
SECTION 3: Current Situation
Briefly describe what has been happening (owing state, refund smaller than expected, multiple jobs, etc.)
Have you or your spouse received any income outside of regular wages this year, such as disability benefits, paid family leave, unemployment, bonuses, or other payments?
If yes, please briefly describe the type of income, who received it, and approximately when.
SECTION 4: Document Upload
Upload your most recently filed Federal & State Tax Return (PDF preferred)

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Upload your most recent paystub(s) showing year-to-date earnings and tax withholding.

If you're married and your spouse works, please include their most recent paystub as well. If you have multiple jobs, include a recent paystub from each employer.
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Additional income documents (if applicable).

If you received disability, paid family leave, unemployment, or other payments outside your regular wages, please upload any available statements showing the amounts received and taxes withheld.If you don't have those documents available yet, you can still submit your request. I may ask for them before completing your review.
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Upload any state tax balance notices (if applicable)

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Your withholding review will begin once your request has been approved, payment has been received, and all required information and documents have been provided.

Standard reviews are typically completed within 3–5 business days after these requirements are met. More complex reviews may require additional time, which will be communicated before proceeding.
SECTION 5: Acknowledgment
Client Acknowledgment

I understand that withholding recommendations are estimates based on the information I provide and do not guarantee a specific refund, tax balance, or avoidance of penalties. The standard review includes current-year withholding recommendations and guidance for the following year. If my situation requires additional tax planning or services beyond the standard review, any additional fees will be explained and require my approval before proceeding.
SECTION 6: NEXT STEPS
Thank you for submitting your Tax Withholding Review request! 💛

I'll review the information and documents you've provided to confirm the appropriate service and determine whether anything else is needed.

You'll receive an email with your next steps, including payment instructions once your request has been reviewed.

Please don't submit payment until you receive confirmation to move forward.

I look forward to helping you get a better understanding of your withholding!
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Tax Withholding Review Request

SECTION 1: Service Selection

SECTION 2: Client Information

SECTION 3: Current Situation

SECTION 4: Document Upload

SECTION 5: Acknowledgment

SECTION 6: NEXT STEPS