CLIENT INFORMATION FORM

The Client Information Form is an intake form used by your Tax Professional to prepare your return and/or free quote. The information you provide is confidential and will not be shared. Incorrect information may delay your return or cause a rejection by the IRS. Please complete the Client Information Form as accurately as possible and submit it along with the supporting information to your Preparer. Contact the office at (361)579-3026 for assistance.

WHERE’S MY REFUND

You can generally expect the IRS to issue your refund in less than 21 calendar days after they receive your tax return. Use this tool to check on the status of your refund. It provides the most up-to-date information the IRS has. It’s updated every 24 hours – usually overnight – so you only need to check once a day.

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You may also check the status of your refund by calling 888-875-8372 or visiting their website.

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WHERE’S MY AMENDED RETURN

You can generally expect your amended return to be processed up to 12 weeks from the date they receive it. Use this tool to check on the status of your amended return for the current year and up to three prior years.

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GET MY TRANSCRIPT

Get records of your past tax returns from the IRS.

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WHAT TO DO IF YOU OWE

The IRS offers various electronic payment options for paying federal taxes and user fees.

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IRS FORMS & PUBLICATIONS:

Publications

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Your Rights As A Tax Payer:

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You May Need To Check Your Withholding:

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Your Tax Rights

Its okay to disagree about your past tax situation. Here at InWorks we can usually amend your past returns depending on your circumstance. If you are not sure, just ask, this could save you hundreds even thousands of dollars.

The IRS has an appeals system for people who do not agree with the results of an examination of their tax returns or with other adjustments to their tax liability.

The IRS will send you a report and/or letter that explain the proposed adjustments. The letter also tells you of your right to request a conference with an Appeals officer, as well as how to make your request for a conference. In addition to examinations, many other things can be appealed such as penalties, interest, trust fund recovery penalties, and offers in compromise, liens, and levies. If you request an Appeals conference, be prepared with records and documentation to support your position.

Appeals conferences are informal meetings. You may represent yourself or have an attorney, accountant, or an individual enrolled to practice before the IRS, represent you. If you do not reach agreement with the Appeals or Settlement Officer, or you do not wish to appeal within the IRS, you may appeal certain actions through the courts.

For further information on the appeals process and information on how to stop interest from accruing on any anticipated liability, refer to irs.gov website and look for. Your Appeal Rights and How To Prepare A Protest If You Don’t Agree, and Publication 556, Examination of Returns, Appeal Rights and Claims for Refund. You can also refer to Publication 1660 , Collection Appeal Rights, which discusses how you can appeal collection actions and Publication 3605, Fast Track Mediation–A Process for Prompt Resolution of Tax Issues.

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