Instructions for Completing the Zoom Return Review Form
Please follow the steps below to ensure your request is submitted successfully.
Step 1: Select Your Service
Check the box next to the Zoom Return Review service fee to select the service.
Step 2: Complete the Intake Form
Fill out all required fields completely and accurately.
Step 3: Sign the Form
Review the information provided and complete the electronic signature section.
Step 4: Upload All Required Documents
Upload all requested documents, including your photo ID and any required tax documents. Please ensure each file is clear, complete, and legible.
Step 5: Select Your Zoom Appointment
Choose an available date and time for your 30-minute Zoom Return Review. Please select a time that you are available to attend.
Step 6: Review Your Submission
Before proceeding, verify that all information is accurate, that every required document has been uploaded, and that you have selected your Zoom appointment.
Important: Your Zoom Return Review will be based solely on the documents submitted with this form. Once you submit your request, additional documents cannot be uploaded or considered as part of your review. Please ensure all required documentation is included before continuing.
Step 7: Click Complete & Pay
After reviewing your information, click Complete & Pay. You will be directed to the payment page to submit payment for the Zoom Return Review service.
Your request will not be submitted, your appointment will not be confirmed, and service will not begin until you have successfully completed payment through the Complete & Pay process.