Follow the steps to fill out the form with confidence.

1. Click the ‘Get Form’ button to access the complaint form, which you can then open in your preferred editor for filling out.
2. Begin by providing information about the tax preparer in Section 1. Check all applicable professional statuses such as Attorney, CPA, Enrolled Agent, or Registered Tax Return Preparer, and select ‘Other / Unknown’ if you are unsure.
3. Fill in the preparer's personal details in Sections 2 to 7, including their name, business name, addresses, phone numbers, email, website, and fax number where known.
4. In Sections 8 to 11, input the preparer's identification numbers. Include their Preparer Electronic Filing Identification Number (EFIN), Preparer Tax Identification Number (PTIN), Social Security Number (SSN), and Employer Identification Number (EIN) if available.
5. Indicate the tax year(s) involved in Section 12, pinpointing the relevant year based on the return that raised your concerns.
6. In Section 13, identify the nature of your complaint. Check all relevant boxes, such as misrepresentation of credentials or failure to sign the return, and include additional details about your claim in the provided space.
7. If necessary, attach additional sheets to elaborate on your complaint in Section 13.b, ensuring all relevant information is included for thorough investigation.
8. Complete Section 14 with your contact information, providing your name, address, and phone number. While this information is optional, it is helpful for any follow-up needed regarding your complaint.
9. Review the completed form for accuracy. Once satisfied, save the changes. You have options to download, print, or share the form according to your needs.

Submit your complaint online to ensure tax return preparers are held accountable.