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1) Book a consultation or estimate appointment with Xtreme Tax Solutions
if needed below
*all clients must fill out an intake form
*Documents uploaded all in One
2)If an appointment isn't needed, please download the Our Mobile App or use document uploader. " TWO EASY OPTIONS!" The APP or The UPLOADER
Your Tax Professional will complete your return and contact you, if necessary with any questions or concerns.
Each client will be entered into our Client Database and receive the final findings from your tax return. This information will include your return amount or the amount that you may owe, along with the final price for the service.
*You will be notified via text or email the final findings , refund or tax due.
*IF NEEDED
Once the return is completed and terms are accepted, the client will need to:
All forms must be signed to send your return to the IRS
And will not be sent unless signed.
1) Sign the Return (The Tax Professional will give instructions from here)
2) Sign the Consent to Use and Consent to Disclose forms included with your return, showing you agree to the submission of your return.
Once your return is accepted you will receive a final copy of your return in the secure portal.
Details regarding payment OPTIONS for tax preparation service will be discussed with you prior to the the transmission of your return to the Internal Revenue Service. Once you have communicated your payment preference.
MOST POPULAR OPTION HAVE THE FEES TAKEN OUT OF YOUR RETURN
OR
*If paying upfront, you may await an invoice from our office, or pay here using the link below.
Pay options (Credit or debit card, E-Check, or AFFIRM )
Track the status of your refund using the "Where's My Refund" tool located on IRS Website. To access your refund status, you will need the tax year for your return, social security number, refund amount, and filing status.