Preparing your own tax return can be a complicated and confusing process.  Income tax preparation is what we do well, so let
4 My Money Matters be of service to you!  When you’re ready, gather all of your tax-related documents and bring them to us.
Use our What to Bring Checklist to assist you.  At any time, you may get additional free copies of your tax returns.

Getting to Know You, Our Valued Client

• During an initial tax preparation interview, we will work one-on-one with you to provide you with the personalized attention and dedicated service you deserve.
• We take the time to know your situation to ensure that all viable credits are used to minimize your taxes.
• We ask you questions to accurately determine your tax liability and identify all the deductions you’re entitled to.
• Then 4 My Money Matters will work to get you the biggest refund you deserve!

Tax Return Filing and Refund Disbursement Options

Electronic Filing (e-file) ~ There are benefits to e-filing.  Your tax return is filed directly to the IRS and your state’s Department of Revenue.  When 4 My Money Matters e-files your tax return, we will receive acknowledgment from the IRS within 24 hours that your return was received.  E-filing is also secure and much faster than mailing a paper return to the IRS.
Paper Returns ~ Your tax return is completed as a standard paper return and must be mailed by you to the IRS. 4 My Money Matters will provide you with addressed mailing envelopes.
Electronic Refund Check ~ An Electronic Refund Check (ERC) is an electronic deposit of your federal and/or state IRS refunds directly into your bank account. With an ERC, funds are usually received within 8 to 15 days following IRS acceptance of your federal tax return.  You can easily keep track of your IRS income tax refund status as the IRS provides a monitoring service, either online or by calling a toll free number (800.829.1954). You must e-file your tax return to take advantage of this option.
Direct Mail ~ You may choose to have your refund check mailed to your home address.  Refund checks are usually received within 21 to 28 days following IRS acceptance of your federal tax return.

Audit Assistance

• If the IRS audits you for an income tax return we prepared, we will answer any questions as to how the tax return was prepared.
• Please note that 4 My Money Matters cannot act as your legal counsel or financial advisor or otherwise represent you in connection with an audit.