What to Expect
THE INTERVIEW PROCESS
Our interview process is based on the customer answering questions that are asked as the return is being prepared. These questions are designed to get all the information needed for an accurate and completed tax return. All questions/answers are displayed on the monitor screen so that the customer can see what is being asked and answered. At the end of the interview recaps will be displayed showing refunds or taxes owed. Form 1040 and any other forms or schedules required will then be printed.
The customer has the option to do their state return along with the federal return. Our software can prepare any of the 50 states returns, so those of you who are required to file in multiple states, come on in!
When you come to the interview please bring the following:
*All documents relating to income and expenses during the year. These include wage and income statements (W-2’s, 1099’s, Social Security Statements, etc)
*Child care expenses and provider information, including EIN/Social Security Number and address of the Provider.
*Last year’s tax return.
*Identification (Social Security card and valid driver’s license).
*All dependent Social Security numbers and years of birth.
If you are going to use our “drop-off” service or you are going to itemize all your deductions just bring your cardboard box in to one of our offices.
Upon completion of the federal/state returns you will know if you are going to receive a refund. If you are going to receive a refund you will have the opportunity to decide how fast you want to receive your money. We offer several bank products. The monitor will display the costs associated with the bank products and the bank products do not require any fees to be paid up front. If you do not choose a bank product you can pay the tax preparation fee either by cash, check or credit card. There is no additional fee for having your refund deposited into your bank account. This is a very safe and fast way to receive your refund. If you have to pay Uncle Sam and the amount is more than you can afford at the time, there are options available that we can discuss with you at the interview.
Once the interview is complete the return is error checked in the office and then transmitted to our Corporate Office for an error check and then to the IRS. This process normally takes very little time. However, occasionally an error is found, maybe a wrong Social Security Number, or birthdays don’t match the name, etc. In this case the process can take longer. You can follow the status of your return by calling toll-free 1-800-586-3953 (En Espanol-1-800-931-1040). This is an important number. Our automated system receives data directly from the IRS, sometimes before we get it.
