CPA Intake Form

Please take a few moments to fill out the CPA intake form.  This information will be used by our CPA’s for your amended return. 

IMPORTANT! Be sure the information you submit is accurate, complete, and matches your 2021 tax return.

Please take a look at the sample tax forms below to see why we need the information we are requesting in this form.

NOTE: Some questions may not apply to your business or tax refund claim.