Tax inquiry

Still need to file?
Start with a clear plan.

Tell us what kind of return you need help with. We will review the basics and respond with the secure next step.

Start your inquiry

High-level information only.

This form is for Form 1040 returns, Schedule C business owners, prior-year returns, returns filed on extension, and amended returns that fit our scope.

Please note: We are not accepting trust returns through this inquiry.

Please do not include:

Social Security numbers, dates of birth, identification, bank details, tax forms, notices, or other sensitive documents.

Contact information

First name *

Last name *

Email *

Phone *

Preferred contact method *

About your return

What do you need help with? *

Tax year(s) involved *

Current filing status *

Do you have self-employment or business income?

When would you like help?

Briefly describe what you need *Maximum 1,200 characters.

We review inquiries before scheduling. You should receive a response within one business day. Secure document-upload instructions are provided separately when appropriate.

Still need to file?Start with a clear plan.

High-level information only.

Still need to file?
Start with a clear plan.