个人税务申报服务流程 Individual Tax Filing Procedures
尊敬的客人，您好！
感谢您选择陈菲会计师事务所协助您的美国年度报税。
下面是我们公司提供服务的流程：（可点击链接下载相应表格）
Step 1： 报价。请您点击链接填写报价问卷 https://forms.office.com/r/1dCC5aVUd1?origin=lprLink 我们将于24小时内提供服务报价给您。此报价仅供参考，会根据您最终实际提供的报税资料收取.
Step 2： 提供资料。如果您觉得服务费用合适，希望委托我们服务：
请仔细填写“个税信息收集表”，并准备所有与您报税相关的文件。将“个税信息收集表” 和文件发送到邮箱：Tax@chen.cpa 。请点击下面文字下载报税所需资料。
Step 3： 支付服务费用。如果您在截止日期前 3 个工作日内提供报税文件，我们会收取 20% 的加急费。如果您在截止日期前 7 个工作日内提供退货文件，我们会收取 10% 的加急费。
Step 4： 准备税表。收到服务费用和您的完整资料后，我们会准备您的税表，发送到您的邮箱。
一般处理时间是3-10个工作日，这中间如果有需要您解答的问题或者补充资料，我们会邮件联系您。
Step 5： 检查税表并签名。您收到做好的税表后，请认真检查。如果有问题，请联系我们。若没问题，请签字后将签字好的文件邮件发回给我们。
Step 6： 提交税表。收到您签名的电子报税授权后，我们会于1到5个工作日内电子申报您的税表给税局。您的退税，会根据准备税表时您的要求退到您的银行账户，或者邮寄支票到您的地址。补税的情况，会根据准备税表时您的要求从您的银行账户扣款，或者您邮寄支票给税局。如果您的税表被税局拒绝，我们会联系您重新递交。如成功申报，不会再行通知。
至此，我们的服务完成。
请于签名给我们后，三周再查询退税状态。
Note: 如果您不满意您的退税情况，我们不提供服务费用退费服务。如果我们已经准备初版税表给您，您决定取消服务，我们会收取70%的服务费用。
查询联邦退税状态：https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
查询加州退税状态：https://www.ftb.ca.gov/refund/index.asp
Chen CPA Inc 税务相关文章链接汇总 https://www.chen.cpa/newsletter/1215/
报税截止日期是4/15/2025。如果来不及，可于4/15/2025之前申请延期到10/15/2025。如果您需要补税，请于4/15/2025之前预交。延期报税只能延期您提交税表的时间，不能延期您支付税款的时间。如需要延期，请联系我们公司进行延期申请，服务费用$50。
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)
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- 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.
- Review the “Individual Income Tax Organizer”. then send the form with supporting documents to our email address: Tax@chen.cpa
- 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.
- 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.
- 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.
- 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
Wechat: Chen-CPA
Email: Info@Chen.CPA
