IRS APPROVED ERO SERVING ALL 50 STATES
RAPID REFUNDS - TAX REFUND LOANS - VERY LOW FEES
OVER 15 YEARS EXPERIENCE
IRS APPROVED ERO SERVING ALL 50 STATES
RAPID REFUNDS - TAX REFUND LOANS - VERY LOW FEES
OVER 15 YEARS EXPERIENCE
MAIN DOCUMENT UPLOAD PORTAL FOR TAX YEAR 2023
PROCESSING TIME FRAME ALERT!
STARTING FRIDAY APRIL 12TH 2024 @ 12PM
EXTENSIONS WILL BE FILED FOR ALL SUBMISSIONS
TO THIS MAIN CLIENT PORTAL
WE CANNOT GUARANTEE RETURN PREPARATION AND
PROCCESING COMPLETIONS BY MIDNIGHT APRIL 15TH.
THE EXTENSION WILL ALLOW US ADDITIONAL TIME TO FILE.
WE ASK FOR YOUR PATIENCE AND UNDERSTANDING WITH THE DUE DILLIGENCE INTAKE PROCESS THAT IS REQUIRED THIS YEAR FOR ALL EXISTING AND NEW CLIENTS.
WITH YOUR CURRENT INFORMATION BEING UPDATED IN OUR SYSTEM, IT REALLY HELPS US TO DO A THUROUGH JOB IN PREPARING YOUR TAX RETURN IN A TIMELY MANNER. BY HAVING CURENT DOCUMENTS, IT HELPS US TO LOOK FOR MORE WAYS TO MAXIMIZE YOUR POTENTIAL REFUND.
IRS OVERSIGHT REVIEWS:
The Internal Revenue Service (IRS) continues to emphasize the positive correlation between the proper use of the Intake/Interview and Quality Review process and the preparation of an accurate tax return.
IRS oversight reviews indicate consistent use of complete intake, interview, and quality review processes results in more accurate returns. When properly used, the accuracy of returns has increased.
The IRS requires tax prepares to have the intake form on hand and to keep it with a copy of the clients tax return for up to 7 years.
EXAMPLES OF BASIC DOCUMENTS TO UPLOAD
THIS APP IS USER FRIENDLY. WE SUGGEST DOWNLOADING IT IF USING
YOUR CELLPHONE TO SCAN YOUR DOCUMENTS TO BE UPLOADED.
DOCUMENT UPLOAD MESSAGE
TO ADEQUATELY AND TIMELY PREPARE YOUR TAX RETURN; PLEASE UPLOAD ANY APPLICABLE DOCUMENTS YOU HAVE AT THIS TIME
THE FASTER WE GET THE NEEDED INFORMATION,
THE SOONER YOUR RETURN WILL BE COMPLETED AND eFILED
MAKE SURE THE UPLOADED DOCUMENTS ARE CLEAR AND EASILY READABLE
UPLOAD YOUR DOCUMENTS USING THE LINK BELOW
ONCE YOU DO THE INITIAL INTAKE, YOUR PAPERS ARE DATE AND TIME
STAMPED BY OUR SYSTEM. OUR DATA ENTRY TEAM WILL BEGIN
THE DOCUMENT PREPARATION PROCESS WITHIN 48-HOURS.
PLEASE TAKE NOTE:
IF YOU DO NOT FOLLOW THE REQUIREMENTS TO CANCEL WITHIN
48-HOURS OF YOUR 1ST UPLOAD, YOU WILL BE SUBJECT TO
DOCUMENT PREPARATION FEES AND CHARGES AS STATED ONTHE INTAKE FORM.
IF YOU RECEIVE YOUR TAX PAPERS AND DON'T LIKE THE RESULTS AND
THEN WANT TO CANCEL, OR YOU REFUSE TO PAY US FOR THE SERVICES RENDERED
WITHIN 24HOURS OF RECIEVING YOUR TAX PAPERS, YOU WILL BE
SUBJECT TO FULL RATE DOCUMENT PREPARATION FEES WHICH MAY
ALSO INCLUDE ADDITIONAL HOURLY RATE DOCUMENT PREPARATION CHARGES
AT $150 PER HOUR, PLUS COLLECTION AGENCY FEES ALONG WITH OTHER
APPLICABLE CHARGES AS STATED ON THE CLIENT INTAKE SIGNATURE PAGE.
PROCESSING TIME FRAME ALERT!
STARTING FRIDAY APRIL 12TH 2024 @ 12PM
EXTENSIONS WILL BE FILED FOR ALL SUBMISSIONS
TO THIS CLIENT PORTAL
WE CANNOT GUARANTEE RETURN PREPARATION AND
PROCCESING COMPLETIONS BY MIDNIGHT APRIL 15TH.
THE EXTENSION WILL ALLOW US ADDITIONAL TIME TO FILE.
WE APPRECIATE YOUR PATIENCE AND UNDERSTANDING.
Form Disclaimer: IRS Publication 1075 Encryption Requirements Purpose To define in simple terms the encryption requirements of Pub. 1075, NIST controls and FIPS 140 and provide recommendations to agencies on how to comply with the requirements in technical implementations (e.g., remote access, email, data transfers, mobile devices and media, databases and applicartions. Per the required IRS Client Information Sharing and Storage Requirements - All Data Uploaded in this Client Intake Form is Secure and Stored with Encryption Protection.
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