1. Where’s My Refund?

Please check online before calling the office. 

For Amended Returns:

Have your tax return with you for refund amounts - NYS Form is IT-201

We do not have any more information than what the IRS, or NYS has on their site.

If they have no record of your return, then please do call us. 

2. Letters from IRS or State

We have partnered with Protection Plus to help us handle any correspondence received after filing. If after reviewing the correspondence you are unsure of what to do, please email us at megan@jubileetax.com and we will help coordinate the introduction to Protection Plus. 

3. Additional Services

Additional services not relating to your current tax preparation session are billed at $100/hour, in 15 minute increments 

Examples of additional services:

  • Pay Stub/Withholding review

  • Estimated Taxes review

  • Business tax planning review

  • Retirement age potential tax liability review