Individual Tax Filing Procedures

Dear customer,
Thank you for choosing Chen CPA Inc on helping your individual tax return preparation and filing.

Here are our filing procedures: (Click the hyperlink to download files)

1. 1. Review and fill out the questionnaire https://forms.office.com/r/1dCC5aVUd1?origin=lprLink , we will provide a quote within 24 hours. The service fee might be changed if we find out more filing requirements of your return.
   2. Review the “Individual Income Tax Organizer”. then send the form with supporting documents to our email address: Tax@chen.cpa Please click to download Individual Income Tax Organizer             Individual Income Tax Organizer for NonResident Alien
   3. Make payment. 20% expedite fee applies if you provide return documents within 3 business days before the deadline. 10% expedite fee applies if you provide return documents within 7 business days before the deadline.
   4. We will prepare your return once we receive your documents and payment. The normal processing time is 3 to 10 business days. Any questions, we will contact you through email or phone call.
   5. Review the tax return we send you. Contact us if you have any questions. Sign the return and return to us if there are no questions.
   6. We will e-file your return within 1-5 business days after we receive your signed authorization. Our service is completed once we e-file your return.

Please review carefully before you sign the return.

Note: The service fee is nonrefundable if you do not satisfy with your refund amount. We will keep 70% service fee once we present you the initial tax return and you want to cancel the service.

Please wait 3 weeks before you check your refund status.

IRS Refund Status：https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

CA Refund Status：https://www.ftb.ca.gov/refund/index.asp

The tax return due date is 4/15/2025. Please file an extension and make tax payment if you cannot make it. Extension only extends the time to file return, not extend the time to make tax payments. Please contact us if you need to file an extension. The extension will give you 6 months to file your return. Extension service fee is $50.

Thank you for your trust and support.

Chen CPA Inc

Tel:(657)699-3009

Wechat: Chen-CPA

Email: Info@Chen.CPA

Web: https://www.chen.cpa/zh/