Put away your tax booklets and calculators. Now there’s Tax e-form^® -- your simple, fast, and convenient tax filing solution! Just fill in the blanks and fax it in with your W-2s and other required income statements. We’ll professionally prepare your Federal and State tax forms and schedules, calculating your maximum tax benefits, deductions, and credits. In 24 hours or less, you can call our toll-free number from a touch-tone phone to hear your results, have your completed tax forms faxed or e-mailed to you, and even authorize us to file your taxes electronically. All for just $79.00!

Don’t wait for an Act of Congress to simplify your taxes. Use Tax e-form^® today, and discover a great new way to get your taxes done right!
 

How It Works

Tax e-form^® is an answer sheet that very closely resembles a tax interview. Your tax information is carefully reviewed by a tax professional, who will prepare your Federal and State tax forms and schedules. If we have any questions or need more information, we'll call you. That's the advantage of using Tax e-form^® -- there's a real person responsible for preparing and filing your taxes!

• Print or download Tax e-form^®.

• Complete the form with a pen. It's so simple, no instructions are needed.

• Fax the completed forms with your W-2's and other required income statements to 800-TAX REFUND, Inc. Our fax number is (800) 794-8851.

• Within 24 hours, call 1-800-TAX REFUND to hear a summary of your Federal and State tax returns, and have your completed forms faxed or e-mailed to you.

• While on the same call,  you can authorize us to file your tax forms electronically, or, choose to review your completed tax forms before you authorize us to file them.

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Frequently Asked Questions

What forms can be prepared using Tax e-form?
What about more complex returns?
Which States can Tax e-form prepare?
Do I have to file electronically?
What's the purpose of the Electronic Filing Instructions?
When is the fee debited from my bank account?
When can I expect my refund(s)?
Is my refund guaranteed to be on time?

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What forms can be prepared using Tax e-form^®?

All the most popular forms and schedules. Besides the 2009 Federal Form 1040, Tax e-form^® provides the necessary information to prepare your Schedule A (Itemized Deductions), Schedule B (Interest and Dividends), Schedule EIC (Earned Income Credit), Schedule M (Making Work Pay/Government Retiree Credit), Form 2441 (Child Care Credit), Form 6251 (Alternative Minimum Tax), Form 8812 (Additional Child Tax Credit), and Form 8880 (Retirement Savings Credit). Over 80% of all personal income tax returns can be filed using these forms. In addition, we’ll calculate your tax on Capital Gains Distributions and Qualified Dividends, figure your taxable Pension and Social Security Benefits, your Student Loan Interest Deduction, your tax on Early Retirement Distributions, and even perform a Married Joint vs. Separate comparison!

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What about more complex returns?

Tax e-form^® users can now have more complex returns prepared by submitting one or more of our Worksheets which have been carefully designed to assist us in preparing more complex returns. In addition to the Tax e-form^® base fee of $79.00, extra fees are charged for preparing the Federal forms and schedules generated by the Worksheets -- generally $15.00 for each extra Federal schedule prepared. For example, our Rental Income & Expenses Worksheet could generate a Federal Schedule E ($15.00) and a Form 4562 ($15.00), resulting in $30.00 additional fees on top of  the Tax e-form^® base fee of $79.00. If you would like 800-TAX REFUND to professionally prepare your complex return, download one or more of our Worksheets here:

Self-Employment Income & Expenses Worksheet
Rental Income & Expenses Worksheet
Education/Tuition Deductions & Credits Worksheet
Capital Gain Sale of Assets Worksheet
Moving Expenses Worksheet
Non-Cash Charitable Contributions (over $500) Worksheet

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Which States can Tax e-form^® prepare?

All States that have an income tax. We can also prepare Non-Resident and Part-Year Resident State returns if required, though extra charges may apply for us to prepare more than one State.

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Do I have to file electronically?

No, but we suggest you do. Not only will you get your refund(s) back quicker, but you’ll also have the peace of mind knowing that your Federal and State tax returns were filed and accepted. Even if you owe money, it’s nice to know your tax information has been accepted by the taxing authorities.

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What's the purpose of the Electronic Filing Instructions?

Convenience. Tax e-form^® users can call any time of the day to authorize the electronic filing of their taxes using their touch-tone phone. The Electronic Filing Instructions are optional – you can leave the section blank, or you can choose not to activate your instructions when you call in, if you do not wish to file electronically or if you would rather authorize the electronic filing of your taxes by the traditional method of using a signature form.

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When is the fee debited from my bank account?

Should you choose this payment option, you can expect your account to be debited the $79.00 fee two or three days after we receive your Tax e-form^®.

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When can I expect my refund(s)?

Check out the schedule below. As you see, IRS deposits refunds every Friday, but your tax return must be accepted by IRS at least 9 days before the deposit date. **NOTE - beginning February 17, 2010, IRS will begin implementing a new processing system which will deposit refunds in five business days. About 50% of eligible returns will be processed by the new system during the last 11 days in February, and about 75% of eligible returns will use the new system in March and beyond. Unfortunately for this tax season, IRS will not provide us with any indicator at the time of acceptance whether a return is being processed by the old or the new system.

If you do not want to have your refund direct-deposited, you can receive your refund check by mail, but these take ten days longer to receive.

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Is my refund guaranteed to be on time?

Our experience has been that about 95% of all refunds are deposited on the date expected. We've seen 5% or so held back by IRS for what they call a "compliance review" and deposited one week later. Other reasons for delay of refund are as follows:

• Taxpayer owes delinquent Federal or State taxes, either individual or business

• Taxpayer owes delinquent child support

• Taxpayer has certain other delinquent debt with Federal or State agencies, such as student loans, military, etc.

• Primary taxpayer's name and/or SSN has changed since filing last year's return or taxpayer did not file a return last year (possible one week delay)

• Taxpayer has claimed a blatantly unallowable deduction

• Social Security Name/Number for taxpayer, spouse, or dependent does not match information provided by the Social Security Administration

• Return has been selected by IRS for Earned Income Credit review

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