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Client Services

Tax Preparation

 

Federal and/or State Tax Preparation

Our interview process is designed to find the deductions and credits you're entitled to, in order to ensure that you get the maximum refund allowable. We take care to provide the most accurate and professional service possible, using the most up-to date technology.

 

Electronic Filing

Your Federal tax return is electronically transmitted to the IRS. Within 2 weeks, the IRS will issue your refund. Electronic transmittal of your State tax return is also included with this service.

 

Amended Returns

If, after filing a current or previous tax return, you discover or receive tax documents that may increase your tax refund or help decrease or eliminate tax amounts owed, you may bring these documents into any of our locations and our Tax Professionals will amend (modify/make corrections) that tax return for a nominal fee.

 

Employer Identification Number (EIN)

Our Tax Professionals will help you with completing Form SS-4, Application for Employer Identification Number, to obtain an EIN. This service is available only at participation locations.

 

Prepare for Tax Preparation Interview

 

To prepare for you tax preparation interview you can print out paperwork and complete it before you come to your appointment. Click on forms below to print and complete.

 

 

Client Information Sheet

 

Privacy Policy

 

IRS Offset Disclosure Notice

 

Schedule A or C (only print if needed)

 

Self Employment Income Summary Sheet 

(only print if needed)

 

 

 

 

 

 

Refund Options

 

How Do You Want Your Money? 

 

Paper Filing 

Return done as a standard paper return and must be mailed by you to the IRS. Refund check arrives from IRS in approximately  4-6 weeks. Tax preparation fee due at the end of the interview

 

Electronic Filing (E-File) 

Electonically file return to IRS with your refund sent to you via check or directly deposited to your bank account or on a prepaid debit card by the IRS in approximately 21 days. Tax preparation fee due at the end of the interview. 

 

Electronic Refund Check or Deposit (ERC or ERD)  

Electronic Refund Check typically available in 21 days of electronic filing of a tax return. You can pick up your refund check or have your refund deposited into your bank account or on a prepaid debit card. Tax prearation fee will be deducted from refund.   

 

Where's My Refund?

There are several ways to check the status of your refund:

 

IRS Where's My Refund

With the Where's My Refund? tool you can generally get information about your refund 72 hours after the IRS acknowledges receipt of your e-filed return, or three to four weeks after mailing a paper return.

 

To use this tool, you will need to provide the following information from your tax return:

  • Your Social Security Number (or Individual Taxpayer Identification Number)

  • Your Filing Status

  • The exact whole dollar amount of your refund

 

 

 

 

 

Call the IRS Refund Hotline

1-800-829-1954

 

 

 

 

 

 

 

 

Life Insurance

 

Life involves a series of risks. Life insurance can help to protect against the risk of loss due to the unexpected, death. Life insurance promises to pay money through death benefits when you die, or living benefits if you need a loan or income at retirement. Families use it to help protect loved ones who might die unexpectedly.

Life insurance is unique. The very event that causes a need for money – death – creates the money.


Life insurance can help provide for the people who depend on you financially, if you can't be there for them. The money can be used for final expenses, help to replace your lost income, cover debts, pay your mortgage, fund a child's education, and more.

 

Get peace of mind, knowing you've helped protect your loved ones.

 

Let Callahan Tax Service help you get your life insurance policy today!

 

Callahan Tax Service is staffed with highly trained, knowledgeable Tax Professionals and we offer a wide variety of tax preparation and electronic filing options. Our experienced tax professionals can, and will, explain the tax laws, suggest ways to maximize deductions and credits, and utilize other tax minimizing techniques.

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