We're so glad that you are considering using CashBack Tax Preparation for your 2019/2020 Tax Return! We treat all of our clients like family because we are building a business of lifetime customers. Here's how filing your taxes with CashBack Works:
Our certified Tax Professionals have all been background checked and trained on the CashBack way. They have passed a tax certification course, and have at least 2 years experience preparing tax returns. We understand that accuracy is important to you. That's why we promise to only hire the best and brightest in the business. That's that CashBack promise.
Gather Your Documents
Compile everything that you will need to prepare your taxes. This includes your W-2's, 1099's, last pay stubs, dependent Information, list of work related costs, list of donations, a photo ID, and your original social security card card or ITIN number. For married couples please bring documents for each person. Additional documentation needed may be Mortgage Interest Statement (Form 1098) , Investment Income Forms (Form 1099) etc. Don't worry if you're not sure what you need to bring. Bring what you have, and our experienced professionals will guide you along the way.
Schedule Your Appointment
Once you have all of your documents, call our office or schedule your appointment online. Once you are in the store, we'll ask you to fill out some basic paperwork. After that you can grab a cold drink, sit back and relax- we'll take it from there. Please plan to be in the office for 30 minutes to 1 hour depending on the complexity of your return. But don't worry- time flies when your playing Angry Birds or watching Sports Center. Want to speed up the process even more? Get a jump on things by filling out your TaxPrep Pack online! Then skip the lines and go straight to your preparer at your scheduled time. Don't worry if your schedule is hectic- we accept walk-ins with a smile.
Done, Finished, Terminar, Finito!
Congratulations! Your Tax Return is complete. We'll review your return with you, ask you to sign a few documents and then file on your behalf. When you're done, you can check the status of your refund from our website (Refund Status). If you owe taxes or broken even-there is a silver lining... Everyone gets $100 cash back in the form of a Visa debit card. Just our way of saying Thank You for your business. After we file your taxes, we'll order your card and email, mail or you can pick up your reward. Most cards take 5-7 business days to come in. When they do, our Tax Professionals will call you with the good news! And there's still more ways to make money. Anytime you refer a friend, we'll give you an additional $25 Visa Gift card after your friend files their taxes. It just rains money here at CashBack. Click here to refer a friend. Thank you for your business.