• Audit Support Intake Form

    Submit your audit notice details and supporting documents, and tell us what outcome you’re seeking.

  • Client & Contact Information

  • Format: (000) 000-0000.
  • Preferred contact method*
  • Existing Diverse Tax Gem client?

  • Audit/Examination Notice Details

  • Agency*
  • Notice date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Response deadline
     - -
    2 digit month, 2 digit day, 4 digit year
  • Examination or audit type

  • Return & Prior Activity

  • Was this return prepared by Diverse Tax Gem?*
  • Do you have a complete copy of the filed return?*
  • Have any prior responses been sent?*
  • Has an appointment or hearing been scheduled?*

  • Available Records Checklist

  • W-2s / 1099s
  • Dependent relationship records
  • Dependent residency records
  • School records
  • Medical records
  • Daycare records
  • Household cost records
  • Business income and expense records
  • Receipts / invoices
  • Bank statements
  • Card statements
  • Mileage logs
  • Charitable contribution records
  • Education documents / 1098-T
  • Health insurance / Marketplace forms
  • Property / rental records
  • Other supporting evidence

  • Secure Document Uploads

  • Secure Upload Notice
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Client Narrative

  • Preparer Review & Service Needs

  • Which services would you like assistance with?*
  • Would you like us to organize and review your documents?*
  • Do you want help understanding the notice or examination letter?*
  • Do you want assistance preparing a written response?*
  • If this matter requires authority or credentials we do not hold, would you like a referral for representation?*

  • Consent, Certification & Signature

  • Consent to be Contacted*
  • Certification Statements*
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: