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If you are trying to access a document in your portal that is requesting a password, please use the first 4 letters of your last name (all lowercase) and the last 5 digits of your social security number.

(i.e) Name: Jane Blacklist

Social: 000-22-1133

This client will use the following password: blac21133

To view the status of your refund, please use the Where's My Refund tool on the IRS website

If you need to check the refund status on an amended return, please use the following Where's My Amended Refund tool on the IRS website. *Note: An amended return appears in the IRS system approximately three weeks after they receive it.

Most refunds are issued under 21 business days. Filing a paper return (printing and mailing) usually takes longer than filing electronically.

You can determine your tax filing status on the IRS website

There are a number of reasons why a refund may be more or less than expected. You may owe back taxes to the IRS or a state, have seriously delinquent federal loans, back child support, or other tax liens which may ultimately impact your refund amount.

• Changes in Income: If a person earned more income than the previous year, their refund may be smaller due to higher taxes owed on that additional income, especially if there were fewer withholding adjustments made throughout the year.

• Withholding Adjustments: If the individual made changes to their withholding on their W-4 form during the year (such as increasing the number of exemptions), less tax may have been withheld from their paychecks, which could lead to a smaller refund or a balance due when filing.

• Changes in Tax Deductions or Credits: If tax deductions or credits were lower or unavailable, the refund may be smaller. For example:

Losing eligibility for credits like the Child Tax Credit or Earned Income Tax Credit.

Not being able to deduct expenses like mortgage interest, medical expenses, or state/local taxes as in previous years.

• Changes in Filing Status: A change in filing status (e.g., from "Married Filing Jointly" to "Single") could result in a different tax rate and fewer available credits, leading to a lower refund

• Outstanding Debts: If the taxpayer owes federal or state debts (e.g., unpaid taxes from previous years, student loans, or child support), the refund may be offset or reduced to pay for those debts.

As of 2023:

• The Child Tax Credit (CTC) went from $3600 back down to $2000

• The Childcare credit maximum went from $8000 down to $2100

• The maximum Earned Income Tax Credit (EITC) for a qualifying taxpayer with no children dropped from $1500 to $560

Also, another likely reason for the smaller refund, despite the higher salary is that you are now in a higher tax bracket. To understand this you need to realize that your tax refund is determined by your total income, marginal tax rate and the amount of federal/state taxes that are withheld.

Tax Preparation:

$190: Includes preparation and e-filing of your individual tax return.

Add-On Forms:

• Schedule C Form (Self-Employment Income): +$35

• Form 8949 (Capital Gains/Losses): +$35 Note:

Schedule C is required for sole proprietors, freelancers, and independent contractors. Form 8949 is used to report investment sales like stocks, crypto, or property.

📌 Because these add-on forms require extra time and careful attention to detail, a separate fee is applied to ensure accuracy, compliance, and thorough reporting

The Expense Tracker is a monthly or annual bookkeeping service we offer to help you keep track of your business expenses throughout the year. Once you sign up, we personally check in with you either biweekly or monthly—depending on how often you have expenses—and we document everything for you in a customized spreadsheet. That way, when it’s time to file your taxes, your records are fully organized and categorized, saving you time and helping you maximize your deductions. It’s perfect for small business owners, independent contractors, or anyone who needs help staying on top of their income and spending.

The IRS will begin accepting and processing 2024 tax returns as of January 27, 2025. Most of the individual tax returns for the 2024 tax year are expected to be filed before the April 15 tax deadline. If you can't file your taxes on time, you must file Form 4868 for an automatic 6-month extension until October 15th.

See Extension of Time to File Your Tax Return for instructions.