Frequently Asked Questions

IRS OR STATE NOTICE ISSUES

When is your office open?

During the tax season (February 1st through April 15th)

• 8:30 a.m. to 5:00-7:00 p.m. on Monday through Friday, varies.
• The front desk is staffed from 8:30 to 5:00 p.m. M-F,9:30-2:00 Saturdays.
• The front door to our building locks at 7:00 p.m. on weekdays, and early afternoon on Saturdays. On Sundays, the front door to our building is locked all day.

After the tax season (approximately May 1st thru February 1st)

• 9:00 a.m. to 4:30 p.m.Tuesday thru Fridays.
• Front Desk is staffed from 9:00 a.m. to 2:00 p.m. Tuesday thru Friday, this is best time to stop by.
• The office is closed Mondays, and weekends.
• It is always best to check in before stopping by outside of the 9-2 front desk time. As we are a small office, vacations, holidays and sick days can leave the office closed unexpectedly.

You told me I should file an extension, why, and what does that mean?

• Extensions purpose is to ensure an accurate return & help prevent amended returns.
• Extension F.A.Q. letter

I have been leaving messages during tax season and sometimes have trouble getting through. What is the problem?
During tax season we have many appointments during the day, as late as 8:00 p.m. Later in the evening, after 8:00 p.m., we are available to return messages. Sundays are a good time to contact us during the busy tax season.

I need an additional copy of my tax returns. How do I go about getting this?

We need a signed authorization form to send a copy of a tax return to anyone other than our client. The forms for this are available on our “Forms” page. You may sign the form and fax/scan it back to our office and we can then release the information. If you need another copy sent to you directly we can do this without the authorization. There is a minimum charge of $25 for furnishing you with an additional paper copy of your tax return.

I can’t open the digital copy of my tax return from your office, what is the password?

The password to open the digital copy is your social security number, entered with no dashes. If you filed a joint return, it is the social security number of the person listed first on the tax return.

How long do documents stay out on the portal?

The Client Portal is mainly for the secure transfer of documents between the office and you. All documents are given an “auto delete” date. Client copy of returns usually expire on the following year due date.

I have not received my refund yet. How can I find out the status of my refund?

1. Check to be sure you have returned the signed e-file authorization form to our office. If you have not yet returned the form, please do so as soon as possible.
2. Review the filing instructions included in your tax packet to verify the account used for direct deposit of your refund. Check the bank account carefully for any refund activity from the IRS or the state. Banks do not notify you when a deposit has been made to your account.
3. Both the IRS and State of Minnesota have web sites to help you determine the status of your tax return and refunds. To check refund status, you will need your social security number and the adjusted gross income shown on your tax return.

For the status of your Federal Refund: CLICK HERE

For the status of your Minnesota Refund (Income or Property): CLICK HERE

1. If the IRS or Minnesota Revenue has no record of your return, contact our office immediately.
2. Other states – most states have areas on their respective state websites that allow taxpayers to check on their refunds.
3. Please note: Once we receive an acceptance confirmation for your tax return, we are not notified of any further actions regarding your refund. It is important that you review your filing instructions and bank account activity before we can assist you further.