Best Accountants in Saint Paul, MN

For appointments to get your individual taxes done, you should fill out a copy of the Income Tax Data Itemizer and bring it to your appointment. You can also e-mail us a copy before you have your appointment so we can review it before you come in. The Income Tax Data Itemizer is a worksheet for you to complete that summarizes your personal tax information. If a section doesn't apply to you, then you can leave it blank. On page one of the itemizer, there is a section entitled "Things to Bring". You should review this list and bring in any of the items that would apply to you, such as W-2's, 1099's, mortgage interest statements, prior years tax returns, etc.

If your federal and state tax returns were e-filed, then you do not have to mail a copy of your return to the IRS or to the state tax agency. We will mail or email you a copy of the e-filed return for your records. We e-file over 90% of the returns we file. However, we cannot e-file amended returns or prior years federal returns so you will need to mail a copy of those returns to the IRS and the respective state tax agency. There are also a few states where we cannot e-file the state returns. To learn about what states we can and cannot e-file the tax returns, please contact us. After you receive a copy of your tax return from us in the mail, please review the instructions included with the tax return to determine whether or not you need to mail the return and where you need to mail it to. Then please sign the return and send it to the IRS in the envelopes included with the return. W-2's must be stapled to page one of the federal return when it is sent to the IRS and state returns DO NOT need to be included with federal tax returns mailed to the IRS. A copy of the federal return IS usually attached to the state return, but please review the instructions we sent you with the tax return to determine whether or not a copy of the federal return needs to be included with the state return. If you need more information about mailing your returns or would like to know where to mail your tax returns, please go to the IRS website and visit their mailing address information page.

E-filed returns with a direct deposit will receive a refund within 2 weeks. E-filed returns with a refund mailed out will receive a refund within 3 weeks. E-filed state returns are generally processed faster than federal returns. If you mail your return, you should receive your state refund within a month and your federal refund within 2 months. To check the status of your refund with the IRS or State Governments, you will need your social security number, your refund amount, and your filing status.

When your return is finished, we normally mail or email a copy of your return to you for your records. You can also stop by the office to pick up a copy. We typically make copies of any supporting documentation and then give you back the originals. If you misplace a copy or need a copy of prior years returns, please contact us to have a copy mailed or emailed to you.

For e-filed returns, we will prepare your return and then mail or email you a Form 8879 - IRS e-file Signature Authorization for you to sign. We cannot e-file your return until we get a signed copy of this form. The Form shows your adjusted gross income, taxable income, tax liability, and the refund amount or amount due for you to authorize before we e-file the return. Also, upon your request, we can email you a copy of the return before it is e-filed. We also request payment for the return preparation before we e-file the return.