Benjamin

Why Choose Us?

Starting January 2, 2023, you'll be able to file your taxes with us and request a loan of up to $9,500 on the same day. You'll get funded on the spot, so you can have the financial support you need as soon as possible.
But that's not all - when you file your taxes with us, you'll also receive a gift card as a token of our appreciation. It's our way of saying thank you for choosing us for your tax needs.
If you have any questions or concerns about your taxes, we'll be happy to address them. We'll call you back the same day with a quote, so you'll have all the information you need to make an informed decision.
We look forward to working with you and helping you achieve your financial goals. Thank you for choosing Tax on Track for your tax filing needs.

To get started, you'll need to have the following documents prepared:

ID (such as a driver's license or passport)
Social security card for anyone who will be on the return
Income documentation (such as W-2 and 1099 forms)
Students: 1098-T form

Please note that this is the basic information needed for your taxes to be completed. If you have additional documents, please submit them as well.

How It Works

Filing your taxes doesn't have to be a hassle. At Tax on Track, we make the process as smooth and straightforward as possible. Here's how it works:

Prior Clients

If you've previously used our services and would like us to start on your tax return, simply click here to fill out the intake form and submit your documents. We'll review your information and provide you with a quote the same day.

Book a Call

If you're unable to call us during regular business hours, you can book a call at your earliest convenience. We'll give you a call during the scheduled time you choose to answer any additional questions.

Ms. Keisha Calls

I'll give you a call at the scheduled time you've chosen. During this time, I'll be happy to answer any additional questions you may have about your tax return. I look forward to speaking with you and helping you achieve your financial goals!

Return Started

Once we've received your intake form and supporting documents, we'll begin preparing your tax return. We'll review your information, calculate your tax liability, and provide you with a quote.

Ms. Keisha Calls Back

After we've prepared your tax return, I'll call you back to provide you with a quote. I won't e-file your return until you've had a chance to review and approve the quote.

You Review and Sign Documents

To complete the process, please be sure to review your tax return carefully and sign the documents once you are satisfied with the information and calculations.

Taxes e-filed

After you've had the opportunity to review your tax return and sign the documents, we'll be able to proceed with e-filing your taxes. This will start the process of getting you the financial support you need as soon as possible.

IRS processes return

As you wait for the IRS to process your tax return, you can check the status of your refund by visiting www.irs.gov/wheresmyrefund. This website allows you to track the progress of your return and get an estimate of when you can expect to receive your refund.

You get paid

Once the IRS has processed your tax return, you'll receive your refund in the form of either a check or a direct deposit, depending on how you requested it.

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