Client Support & Assistance Request
Please complete this form for assistance with your tax return or account. Our team will review your request and respond within 24–48 business hours.
Client Information
Full Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Preferred Contact Method
*
Phone Call
Text Message
Email
Best Time to Contact
*
Please Select
Morning (8am–12pm)
Afternoon (12pm–4pm)
Evening (4pm–7pm)
Request Type
How can we assist you today?
*
Please Select
Request a Call Back
Check Refund Status
I Forgot My Refund Amount
Request Copy of My Tax Return
Tax Return Status Update
Received Letter From IRS
Amend My Tax Return
Upload Documents / Support Request
General Question
Book an Appointment
Other
Tax Return Information
Tax Year In Question
*
Please Select
2025
2024
2023
2022
Multiple Years
Last 4 Digits of SSN (For security purposes we only request the last 4 digits.)
*
Describe Your Request
Please explain your request (e.g., "I received IRS Letter 12C requesting income verification.")
*
Upload supporting documents if needed (IRS letters, driver license, tax forms)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Appointment Booking (Only if you selected 'Book an Appointment' above)
Click Here to schedule your appointment here:
https://tidycal.com/loyalty-tax-prep
Appointment Type
*
Virtual Appointment
In Office Appointment
Phone Consultation
Consent
I confirm the information above is correct and understand Loyalty Tax Prep will contact me within 2 business days (please note timeframes can change durring peak season)
*
I confirm the information above is correct and understand Loyalty Tax Prep will contact me within 2 business days
Submit Request
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