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YOU'VE MADE A GREAT DECISION

TO FILE WITH THE BEST

Welcome to Tax State of Mind, where filing your taxes is simple, secure, and stress-free. By completing the form below, you’ll give our experienced team the information we need to maximize your refund and streamline the entire tax process.

New Clients: We’re thrilled you’ve chosen Tax State of Mind! Please complete this form in its entirety to ensure we have all the information needed. We’ll send email updates throughout the filing process, and you’ll have an opportunity to review and sign your return before we submit it to the IRS.

Returning Clients: Welcome back, and thank you for your continued support! While we may have some details on file, we kindly ask that you fill out the form again so we can confirm everything is accurate and up-to-date.

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WAYS TO PAY US

NOW

With the file now pay now option, you can enjoy every penny of your refund by paying us upfront.

LATER

With the file now pay later option, you can file your taxes today with no out of pocket obligation.

OWE THE IRS MONEY? 

If you have any uncertainty that your tax refund will be offset by a Federal or State debt:

CALL: 1-800-304-3107

WAYS YOU GET PAID

DIRECT DEPOSIT

Have your refund transferred directly to your bank account.

PAPER CHECK

Have the IRS mail your refund check to your home address.

PICK UP YOUR CHECK

Have our office print your paper check, stop by to pick it up.

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