Tax Amendment Questionnaire
Next Steps:
Complete this form if you need a tax return amended
If you have the forms requested below, Please upload them
After you complete the form a member from our team will call and ask you a few questions to determine if you are in need of an amendment
If you in fact are in need of an amendment we will add you to our secure customer portal and send you a payment link.
After payment has been made, we will begin working on Your Amendment and have you submitted within 5 days as long as you have submitted everything that has been requested from you
This is a notice that we will not begin working on your file or conducting a transcript analysis until full payment has been made.
Once payment is received, your tax amendment will be prepared and submitted within 5 business days (Monday-Friday). You are required to review and electronically sign the return before it is submitted.
Please reach out by email or phone if you have any questions or need assistance with payment.
Phone: 773-570-7330
Email: [email protected]
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