The Process
The customer begins the process by bringing you their valid driver’s license, W-2, Social Security card and the Social Security cards of their dependents.
Complete the one-page Instant Tax Refund Estimator , either Online or fax it to us to get an instant estimate of your customer’s refund amount. Simply fill in the figures from the W-2 and information about the dependents, and in less than 5 minutes you will have the approximate amount of the refund and the anticipated date of receipt.
The next step is to have the customer read the Instructions and complete the
5-MinuteTax Questionnaire. You can enter this information Online or fax to us. Most of the questions are self-explanatory, but if a question is not understood or unclear, mark that area with a question mark (?), and we will call you to clarify the information, if necessary. You can also call us at the Toll Free Tax Hotline number: 1-888-844-8267.
You should now call for your normal credit bureau report to check on the customer’s general suitability and to check if they are delinquent in any child support or maintenance payments, student loans, VA loans, HUD loans, have a tax lien, or any obligations involving a Federal agency.
Submit the completed Online Questionnaire or Fax to us along with copies of their W-2, driver’s license, and Social Security cards for each taxpayer and every dependent claimed.
Once we receive the information described above, we will complete the return and transmit it directly to you Online, or by fax, usually within 30 minutes. We will include an itemized statement of the fees that will be deducted from the refund, and instructions indicating which forms need to be signed and faxed or e-mailed to us.
Upon receipt of the signed forms, we will electronically transmit the return to the IRS. Within 12 to 24 hours, the IRS will notify us that the return has been accepted or rejected. If corrections are needed, we will contact the customer for additional information or clarification, and re-transmit. The IRS will also indicate any offsets against the refund.
If a Refund Anticipation Loan was requested, you can print the check directly from your computer, within 24 hours. If you select to have a direct deposit, our preparation fees and Bank transaction fees are deducted and the refund is deposited into your business account. Any funds received in excess of the amount authorized by the customer to be paid to you, for the down payment or other payment, are refunded to the customer/ taxpayer.
We will contact your customer/ taxpayer directly for any further, tax-related issues. We are a full-service tax company, available year-round, and fully responsible for the tax returns we prepare.