• First & Last Name

Email

Phone Number

What tax year do you want reviewed?

Has this return already been filed?

Why are you requesting a review?

Did you receive an IRS or state notice related to this return?

Is there currently a deadline or response date associated with this return or a tax notice?

If yes, what is the deadline or response date?

Are there specific income or deductions items you want reviewed? What are they?

Does the return include business activity?

Does the return include rental real estate?

Does the return include investments, cryptocurrency, stock sales or other capital transactions?

Does the return include a K-1 from a partnership, S corporation, estate or trust?

Has this return been amended previously?

In your own words, what concerns you about this tax return?

What specific questions would you like us to address during the review?

Is there anything else we should know before reviewing the return?

I understand that Tax Return Review™ is a review service and does not automatically include preparation, amendment, correction or filing of a tax return.

I understand that Tax Return Review™ does not guarantee that an error will be identified, that an amended return will be required, or that my tax liability or refund will change.

I understand that purchasing or completing Tax Return Review™ does not extend, suspend or satisfy any IRS, state or other tax deadline.

I understand that sensitive taxpayer information and documents should only be provided through the designated secure client process.