FAQ

IRS refund 

State refund 

Your personal information, such as your name, date of birth, social security number, or tax ID number and home address

Your income source documents, such as W-2 forms, 1099 forms and interest statements

Your tax deductions documents, such as receipts for expenses, mortgage interest, property taxes, charitable donations, etc.

A copy of last year's federal and state returns

A W-2 form from each employer. Other earning and interest statements (1099 and 1099-INT forms) Receipts for charitable donations; mortgage interest; state and local taxes; medical and business expenses; and other tax-deductible expenses if you are itemizing your return 

Most taxpayers receive their refunds within 21 days of filing. The IRS says they issue 90% of refunds in that time frame. If you choose to have your refund deposited directly into your account, you may have to wait five days before you can gain access to it. If you decide to request a refund check, you might have to wait a few weeks for it to arrive. 

Upon completing an initial draft of your tax returns, you can be provided with a PDF of the returns via an email with a secure download. At that point the returns can be reviewed by you to see if you have any questions, comments, etc.

Once we both agree that the returns look good and are ready for submittal the returns will be e-filed. A final PDF of the returns will be provided if any updates were necessary. A bound copy of the returns with any original source documents can also be provided at this time. 

Yes, when filing your tax information, Collins Accounting and Tax will need to get all of your banking information. Once that is complete, we will add it to the tax prep so when you file your taxes the return will be deposited into your account.

Payments | Internal Revenue Service (irs.gov)