📌Important: Let me Amend Your Tax Return

📌Important: If you need to amend a previously filed tax return, please complete this form and upload the necessary documents. Amendments may take up to 16 weeks for IRS processing. A fee applies for corrections due to missing or incorrect information provided by the client.
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Tax Year You’re Amending
Filing Status (Single, Married, Separated, or Head of Household)
Refund or Amount Owed
Reason for Amendment

Other
Enter “Other” Reason Below
Upload ALL Necessary Documents (Corrected W-2s, Returns/Transcripts,Receipts, Proof of Credits, IRS or State Notices, etc)

Cancelof
Amendment Policy & Fees:
- Amendments due to missing/incorrect info from the client will have a fee.
- Processing time (e.g., 8-12 weeks depending on IRS processing).
- Upfront payment required before submission.
- Impact on Refund: Your amended return may result in an additional refund, a reduced refund, or a balance due.
Authorization & Signature

By signing below, I acknowledge that I am requesting an amendment to my tax return. I understand the processing time and fee policy and authorize BTG Financial Services to prepare and file my amended return.
Signature
Should be Empty:

📌Important: If you need to amend a previously filed tax return, please complete this form and upload the necessary documents. Amendments may take up to 16 weeks for IRS processing. A fee applies for corrections due to missing or incorrect information provided by the client.