How will the e-file process differ from the traditional paper filing process?
The process for electronic filing will be very similar to paper filing, with a few changes. You may continue to provide your tax data to us by mail, email, or bringing it by in person.
After your return has been completed, we will email an electronic PDF copy of the return. We will also send IRS Form 8879 for your signature. Form 8879 is your way of authorizing us to electronically file your tax return. Simply sign the authorization form and return the form to us by fax, email, postal service, or in person. Along with the copy of your return and authorization form, we will provide you with an invoice for our services. Please note that payment for our services will be required before we electronically file your return with the IRS.
Once we receive your authorization form and our payment, your return will be submitted to the IRS.
If you are due a refund, the IRS estimates that 9 out of 10 taxpayers will receive their refund within 21 days. In order to receive your refund through direct deposit, you should include a voided check when you submit your tax documents. We will report your routing and account number to the IRS for deposit. If you choose not to have your refund handled with direct deposit, a check will be mailed in approximately three weeks. You can check the status of your refund at the IRS website.
If you have a balance due with your return, we will include a voucher (1040-V) with the PDF copy of your return. If you choose to pay your taxes by check, you must mail the voucher along with your check to the IRS. The voucher should not be used if you elect to pay your taxes by credit card through a provider endorsed by the IRS. All payment forms should be made on or before April 17th, 2012.
Will I receive a copy of my tax return before it’s filed?
Yes. We are required by law to provide you with a full copy of the return prior to e-filing. Only once we have received your signed authorization (Form 8879) will we file your tax return on your behalf.
Will I still receive a paper copy of my return?
Upon request, it will be our pleasure to provide you with a paper copy of the tax return. Otherwise, the emailed electronic copy of the return will serve as the copy you should maintain for your records.
Is there a fee for electronic filing?
There is a $25 fee for e-filing to cover the additional time and software charges incurred when we electronically file the return on your behalf.
What if I don’t want to e-file?
The IRS will allow a taxpayer to file a paper return if they choose not to participate in the e-filing program. The election to file a paper return requires that the taxpayer sign and date an e-filing waiver, which we are required to maintain on file at our office. If you elect to waive electronic filing, we are not permitted to physically file the return on your behalf - you must mail your own return.
Contact Us 115 S. Kentucky St. McKinney, TX 75069 ph: 972-542-8889 f: 972-542-8859
We want you to feel confident in your CPA. We believe that knowledgeable advice, explained in simple terms, is the answer. It is our goal to be your front-line resource for all your tax and accounting needs, by offering unparalleled, effective and friendly service. We look forward to hearing from you today.