1. Where’s My Refund?
Please check online before calling the office.
IRS.gov “Get Your Refund Status”
Tax.NY.gov “Check Refund Status”
For Amended Returns:
IRS.gov “Where’s My Amended Refund”
NYS call 518-457-5149
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