AMENDED TAX RETURN PREPARATION
Tell Us What Needs to Change on Your Tax Return.
Complete this intake so we understand which previously filed return needs to be amended, what information needs to change, and why the amendment is needed.
Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information in this assessment.
What Happens After Your Intake?
1 — Secure Documents
You'll provide the originally filed return and relevant supporting documents through the designated secure client process.
2 — Amendment Preparation
We'll review the information and prepare the amended return within the agreed scope.
3 — Review & Filing
When preparation is complete, you'll receive instructions for reviewing, signing and filing the amended return.
Your Tax Deadlines Still Apply
Completing this intake does not extend, suspend or satisfy any IRS or state filing, payment, refund-claim, notice-response or other deadline.
Keep Sensitive Tax Information Secure
Do not submit tax returns, Social Security numbers, bank information or other sensitive taxpayer documents through this assessment or ordinary email.
You'll provide those documents through the designated secure client process.
