Return Request Form

Need another copy of a previously prepared tax return? Before you complete this form... Did you check your client portal for your copy? Did you check your DocuSign account for your copy?

Complete the request below. A $50 document retrieval fee applies. Please allow up to 48-72 for processing after payment is received. Redacted copies will be sent via email.

Taxpayer Name

First Name *

Last Name *

Email *

Phone Number *

Last Four of SSN *

How many tax years are you requesting? *

Single Year

Multiple Years

Tax Year Requested *

Number of Years *

List the years below *

Acknowledgement

I understand there is a $50 document retrieval fee (per tax year) for this request.

I understand payment is required before my request will be processed.

I understand that my tax return will be redacted and sent via email.

Payment Amount

0.00