E-FILE

See New Client tab, what to compile, send thru mail, email and text.

• Avoid delays by using the checklist, missing information costs you time.
• I will input your data & contact you, with any questions by phone and or email.
• Completed returns Priority Mailed back to you, these will be your copies to keep.

• Check for accuracy and any omissions, contact me with any changes.
  
• Confirm you have not understated any income Or overstated any deductions.

• Form 8879 IRS E-File Authorization, give me permission to E-file - I provide this form.
• Your State E-File Authorization, if one is included for your state - not all states require one.
• My Letter of Engagement, understanding our legal relationship - protects us both.
• All forms you need to sign are clipped together, "Sign" tags show where to sign them
• Your signature signifies approval of your tax returns, gives me permission to sign & E-file

1. Check Payable to: "Tax Attendant"
2. Transfer funds by: "Cash App" "Zelle" "Venmo"

• Self addressed stamped envelope, is included in your package, makes it easy
• Mail your “signed forms & “check” back to me. Mark Box if by app. transfer.
• Not the IRS - nothing to send them, I will E-File upon receipt - Same Day!
• If you pay by transfer, you must still mail the signed forms back.

Require signed forms & payment, to be received, at the same time.
Legally E-File your returns for you, only upon receipt, this protects both of us

Never pre-pay for taxes or Sign IRS Form 8879 before you have your taxes in hand.
It is strictly forbidden per IRS regulations and anyone asking you to do so - is perjury.

IRS normally accepts a return within 24 - 48 hours after I E-Filing.
Direct deposit of refund usually takes 14 - 21 days.
Mailing of a paper check refund can take from 4 - 8 weeks.
Check the status of your refund on this IRS site, updated every 24 hrs.
You will need to have your SSN, Filing Status, & Refund Amount.