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Frequently Asked Questions

How do I schedule an appointment?

Planning to meet with us? Fantastic! You're just a click away from scheduling your appointment. Visit our user-friendly website at www.cjetax.com, where you can effortlessly book your appointment using our online scheduling system. Of course, if you prefer a personal touch, don't hesitate to give us a call during our business hours. We're here to make the appointment process as convenient as possible for you. Let's get started on your financial journey together!

Where's My Refund

After filing your return, please note that our office has no control over the processing of your refund. The IRS typically issues refunds for e-filed returns within 21 days, though delays can occur. You can check your refund status here or by calling the IRS at the following numbers:

  • 800-829-1040 (7 a.m. to 7 p.m.)

  • 800-829-4933 (7 a.m. to 7 p.m.)

Can you speed up my refund and/or call the IRS on my behalf?

Although we are enrolled agents, we do not work for the IRS and have no influence on the timeliness of your refund.  We do call and correspond with taxing authorities on behalf of clients who sign a separate engagement letter and provide us with Power of Attorney (form 2848 in most cases).  This is a separate service billed at our hourly rate.

 I received a notice from the IRS, state or local tax authority.  What should I do?

Tax authorities, including the IRS, state, and local agencies, send notices and letters for various reasons. These communications may pertain to specific issues on your tax return or account, account changes, requests for information, or payment requests. Most matters can be addressed by carefully following the instructions provided in the letter.

When does your service to me begin and end? 

Our services commence when clients sign an engagement letter or work agreement. The agreement outlines the scope of services and their completion. For tax filing, our service concludes when the return is e-filed and accepted by the relevant taxing authorities. For paper returns, our service concludes when you sign the return and receive a copy for mailing.

If I received a letter form the IRS that I cannot understand, will you review it for me? 

We offer the service of reviewing IRS letters; however, unlike in the past, this service now incurs a charge. IRS letters contain sensitive information, and we do not review documents via email.

You prepared my tax return, and I am being audited.  What do I do?

While the probability of a tax audit is low, audits can be time-consuming. We provide audit and identity theft insurance through a third-party vendor, Protection Plus, for our Form 1040 clients. However, we do not guarantee audit likelihood or outcomes and do not represent clients to the IRS during audits. For claims, contact Protection Plus at 866-942-8348 or https://taxprotectionplus.com/contact-us.

I noticed a mistake after I signed my tax return.  What do I do?

It's essential to review your tax return for accuracy before signing it, including personal data and income information. Making changes post-signature and filing usually necessitates a separate engagement agreement and return amendment, incurring additional costs and potential processing delays.

How do I get my tax documents to you?  

We prioritize the security of client data. You can provide documents in person (preferred), via mail, or through our secure client portal. We also accept faxed documents at 224-509-9898. For security reasons, we do not accept documents via email.

How can I access your secure portal to upload documents?

  • We use SecureFilePro for secure document exchange. Established clients can access the portal with the following details:

    • Username: Your first and last name (e.g., JaneDoe)

    • PIN: The last four digits of your SSN

    • Password: Set your own password

If you encounter any issues with portal access, please call us at 224-339-2169 for assistance.

What do you charge for tax return preparation and why won’t you give me a quote over the phone?

Our fees are based on return complexity and the time required for preparation. They are competitive, aligning with 50% of industry averages. 

Let's Work Together

At CJ Elite Tax, we're dedicated to partnering with you to achieve your financial goals. Our team combines expertise with a passion for your success. Together, we'll navigate the intricate world of taxes and financial planning. Your journey to financial empowerment starts here

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