Amended Tax Return Review

All Around Tax Professionals · Preliminary review questionnaire

This helps us understand what needs to be corrected. An amended return may not be necessary in every situation. We will review your circumstances and the original filing before recommending next steps.

Which tax year needs review?

Was the original return already filed and accepted?

What needs to be corrected?

Briefly describe the correction (do not include SSNs or account numbers).

Have you received an IRS or state tax notice?

Has a refund been issued or payment made for the original return?

Who prepared the original return?

Do not upload tax records or provide SSNs here. Use your individually issued encrypted client portal for documents. This preview does not transmit answers.