WE FIND MONEY OTHERS MISS!!
Bring in your prior tax return(s) for review by a Stephens and Associates tax professional who will review them for accuracy and check to see if you claimed all eligible tax credits and deductions.
Re-Examine can uncover differences in your return which may lead to bigger refunds. We find money others miss*. Re-Examine includes a professional review of your original tax return and advice on what to do if variances are found. If your tax return is correct, or if you have Stephens and Associates file a corrected return for you, we’ll stand behind you in case you’re audited. That’s just part of the Stephens and Associates Guarantee.
Questions? Call our office at 805.665.3730 for more information.
Make the most of your time by using our Drop Off service. Convenient. Easy. Free.
Drop Off Service
TIME IS MONEY!
You’re looking for ways to make the most of your time. Our Drop Off service may be just what you’re looking for. Simply bring your tax documents to our office and we’ll take it from there. Or, if it’s more convenient for you, just fax, e-mail or mail your documents to the office.
1. Gather your tax documents such as W-2s, 1099s, mortgage statements, etc.
2. Download, print and complete the Document Checklist form and include in an envelope with your tax documents. English version | Versión en español
3. Drop it off at our office or mail it to our office using USPS Priority® Mail Flat rate service.
4. Your tax professional will contact you to follow up.
5. When your return is complete, you can either come to the office to review and sign your return or you can approve your return online without having to come into the office.
NEVER FACE THE I.R.S ALONE AGAIN!
Many other tax offices and “BLOCK” shops are more than willing to represent you in front of the I.R.S…for a fee, or if you had previously purchased their ‘Upgrade Package’.
At Stephens and Associates, we think that’s wrong. If we prepared your taxes than we are partners with you, from your first appointment, for no additional fees or charges.
And you will have the peace of mind knowing that if you are assessed any penalties or interest due to our error, we will pay those for you.
That is our guarantee to you… although we have not had to use it yet.
Fees apply for corrected or amended returns.
* Results may vary. All tax situations are different.
# If Stephens & Associates makes an error on your tax return, we’ll pay resulting penalties and interest. If you are audited, we will represent you free of charge.