Tax Withholding Review Request

Tax Withholding Review Request

This review is designed to give you clarity and specific next steps. Once submitted and payment is received, you’ll receive a written summary explaining what’s happening and how to fix it.
SECTION 1: Service Selection
Which withholding review would you like?*

California Withholding Check – $55Federal Withholding Review – $55Full Federal & State Reset – $95
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.
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdUnsure
Do you have dependents?

NoYes (1)Yes (2 or more)
Do you have more than one job?

NoYes
Do you have any self-employment or 1099 income?

NoYes
SECTION 3: Current Situation
Briefly describe what has been happening (owing state, refund smaller than expected, multiple jobs, etc.)*
SECTION 4: Document Upload
Upload your most recently filed Federal & State Tax Return (PDF preferred)*

Cancelof
Upload your most recent paystub*

Cancelof
Upload any state tax balance notices (if applicable)

Cancelof
Your review will begin once payment is received and required documents are uploaded.
SECTION 5: Acknowledgment
Client Acknowledgment*

I understand this withholding review provides recommendations based on the information and documentation I provide. Changes in income, filing status, or other financial factors may affect final tax liability. This service does not include full tax preparation or legal representation.
SECTION 6: Payment Instructions
Thank you for submitting your Withholding Review request.To begin your review, please complete payment using the link that will be emailed to you shortly. Your review will begin once payment is received.You will receive a written summary with adjustment recommendations within 3–5 business days.
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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: Payment Instructions