Our Financial Services

Check for Outstanding Government Debts

Before any refund is distributed, the government checks to see if you owe: (1) child support, (2) student loans, and (3) back taxes, in that order. If you are in this situation, you will have to pay for your tax preparation directly out-of-pocket since the government will not respect our tax preparation fees and will take out of your refund the money that is required to satisfy those debts. Some clients jump from preparer-to-preparer because the previous preparer has not been paid due to tremendous debts. We have to protect our interests. Note: You don’t work for free and neither do we. You can call the financial management offsets at 800-304-3107 to determine if you have any outstanding government debts that you have defaulted on. This is a 24-hour hotline.

Call us at 914-667-4660 or toll-free at 800-219-4885

Amended Returns

In as little as five minutes, we can ask you all of the critical questions about your past tax return(s) to determine whether we can correct your past returns and/or make you some money!

You have two years to make changes to a pre-existing return. If data was inputted into your return incorrectly and/or you forgot to enter some tax materials such as W-2, dependent information, unemployment compensation, interest, dividends, etc., it might be best to do what is known as an amended return. Sometimes, you may not have maximized your tax returns. Therefore, we can give you a free phone consultation to determine if an amended return is necessary or even worth it in terms of tax preparation cost versus what you will be receiving in the form of a refund.

About 90% of the people get or come very close to maximizing their returns. However, there is 10% who fall short and have been falling short for years. More than likely, they do their returns themselves and settle for the lesser refund results just as long as they don’t owe the government.

If you lost $500 per year for the past eight years, that would equal $4,000. Why continue to give it to the government when it is your money?

Step One

The first step is to schedule a phone consultation with us. Please have copies of your past two years’ returns near you when you call since we may have to ask you some critical questions from your return. If we determine that there is an opportunity for extra money, then we will ask you to email us copies of the returns. Sometimes all we need are the base forms for your federal and state returns, respectively.

Also, you can go to irs.gov and request actual transcripts of the year(s) that we are inquiring about. However, this will only give transcripts for the federal portion of the return. You will have to contact your respective state for the state transcripts. It may be best to contact all of the employers to see if you can be sent copies of your w-2’s and other critical tax materials from all of the tax sources that you were involved with for that particular tax year.

Checking On Your Return’s Status

You can check on the status of your amended returns via telephone at 800-829-1040. You will get voice prompts that will indicate when to type into your telephone’s keypad, your nine-digit social security number, your exact date of birth, and your zip code that was used on the return. You will hear the number of years that you have filed an amended return for, then you will be prompted to choose which year you would like information for, and you will be told the date of acceptance and given a projected date when your check will be or has been issued. You can also go to irs.gov and type in the same information.