TAX RETURN REVIEW™
Tell Us About the Tax Return You Want Reviewed.
Complete this intake so we understand which return you want reviewed, why you're requesting the review, and the questions or concerns you want us to examine.
Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information on this form. Secure document instructions will be provided separately.
What Happens After You Complete the Intake?
1 — Secure Documents
You'll receive instructions for providing the tax return and relevant supporting information securely.
2 — Return Review
We'll review the return and information provided for significant items requiring attention.
3 — Findings
You'll receive your Tax Return Review™ Findings and recommended next step.
Important: Your Tax Deadlines Still Apply
Submitting this intake does not extend, suspend or satisfy any IRS or state filing, payment, notice-response or other deadline.
Keep Sensitive Tax Information Secure
Do not upload or send tax returns, Social Security numbers, bank information or other sensitive taxpayer documents through this page or ordinary email.
You'll receive instructions for using the designated secure client process.
