1. What do I need to bring to my appointment?
2. Where do I send my tax return?
3. How long until I will receive my refund?
4. How do I obtain a copy of my return?
5. Can I e-File my return with you?
6. How do I sign e-filed returns?
What do I need to bring to my appointment?
 
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. 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, and prior years returns. If you have any questions filling out the itemizer or have any other questions on what to bring to your appointment, then please contact us and we will be happy to answer any questions you may have.

If you are a Mary Kay consultant or director, you should also bring a completed copy of the Income Tax Summary for Mary Kay Business. This will provide income and expense categories for you to break out your receipts into. You do not need to bring all of you receipts to the appointment as long as you added up all of the receipts and put them into their respective categories on the worksheet. In addition to the Income Tax Summary for Mary Kay Business, you should also bring a copy of the Income Advisory Statement which Mary Kay will mail out to you by the end of January for the previous year. If you did not get one in the mail, then you can get one at the Mary Kay In-Touch website under Tax and Legal. If you have any questions filling out the Mary Kay Summary worksheet or have any other questions on what to bring to your appointment, then please contact us and we will be happy to answer any questions you may have.
 
Where do I send my tax return?
 
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.
 
How long until I recieve my refund?
 
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.
 
How do I obtain a copy of my return?
 
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.
 
Can I e-File my return with you?
 
Absolutely. The State of Minnesota requires us to e-file all returns unless the client specifically requests that the return be mailed. We charge a small fee to e-file, but you will receive your refund in much less time, generally within three weeks of filing.
 
How do I sign e-filed returns?
 
For e-filed returns, we will prepare your return and then mail you either a Form 8453 - US Individual Income Tax Declaration for an IRS e-file Return, or 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.