• Tax Amendment Intake Form

    Please complete this form to help us process your tax amendment request efficiently.
  • Personal Information

  • Date of Birth*
    Β -Β -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Amendment Details

  • What needs to be amended? (Select all that apply)*
  • Upload a File
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  • Authorization

  • By requesting an amendment to a previously filed tax return, you acknowledge and understand the following:

    πŸ‘‰πŸΎ An amended return is a correction to a tax return that has already been filed with the Internal Revenue Service and/or state tax authority.

    πŸ‘‰πŸΎ Processing times for amended returns are significantly longer than original filings and may take up to 20 weeks or more to be completed.

    πŸ‘‰πŸΎ Amending your return may result in an increase or decrease in your refund, or you may owe additional taxes, penalties, and/or interest.

    πŸ‘‰πŸΎ Any additional balance due must be paid directly to the IRS and/or state agency. Penalties and interest may continue to accrue until the balance is paid in full.

    πŸ‘‰πŸΎ Once an amended return is submitted, it cannot be canceled or reversed after acceptance by the IRS or state agency.

    πŸ‘‰πŸΎ You are responsible for providing complete and accurate information and documentation to support the changes being made.

    πŸ‘‰πŸΎ Tax preparation fees for amended returns are separate from the original tax preparation fee and are non-refundable once work has begun.

    πŸ‘‰πŸΎ Filing an amended return may trigger additional review or correspondence from the IRS or state agency.

    πŸ‘‰πŸΎ No guarantee is made regarding the outcome of the amended return or the timing of any refund.

    By signing below, you confirm that you understand and agree to the terms above and authorize us to prepare and submit your amended return.

  • Date Signed*
    Β -Β -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: