Thank you for connecting with us! Please take time to complete the form. This information is critical to ensure we accurately file your tax return.

*Upfront Payment is a payment received by an invoice online or other disclosed options. In this case, fees must be paid before your tax return is delivered to you or filed for you. This option is best to avoid any addition fees!

*A Refund Transfer (RT) allows customers to pay their tax preparation related fees and other amounts with their refund. This is subject to a refund transfer fee/bank fee. The Refund Transfer Fee will be charged and also pulled upon receipt of refund from IRS. The remainder will then be transfer to the taxpayer. By  selecting this form of payment, clients opting for Refund Transfer acknowledge and agree that in the event tax preparation services remain unpaid by the conclusion of the tax season on April 15th, 2024, Mylestone Accounting Solutions is authorized to automatically deduct payment from the specified bank account.
Should payment be successfully deducted and the refund is delayed beyond the aforementioned date due to circumstances attributed to the IRS, upon the receipt of funds through the bank, the entire refund amount, less applicable bank fees, will be transferred directly to the client's designated payment method.

In the event of payment failure, the account will be subject to placement into collections and reporting to the client's personal credit.

College Questionnaire

Banking Information

Other Services Offered

With this protection, Mylestone Accounting Solutions and our partnered Audit Protection Team will represent you through the completion of any income tax audit for the tax return year identified on the return.

*Each and every tax return filed has the possibility of being audit by the IRS.
An IRS audit is a review/examination of an organization's or individual's accounts and financial information to ensure information is reported correctly according to the tax laws and to verify the reported amount of tax is correct.

*Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., Member FDIC (it is not the actual tax refund). The amount of the loan will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply, and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered in amounts of $500 and $2,000 and are offered upon IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 0%. For example, for a loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,000.00. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.

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