Services

Our tax preparers use LACERTE Tax Software. A proprietary tax preparation
system that features built-in error detection. LACERTE identifies all the credits
and deductions that you are entitled to claim, so you always get the biggest
refund that you deserve. LACERTE E-ORGANIZER lets you collect relevant
information for each client via "secured" e-mail, and transfers the data onto
our tax programs with one click.

IRS e-file is the electronic transmission of individual and business tax returns
to the IRS. You can also electronically file most state tax returns with the
federal return. Electronic filing is the fastest way to file tax returns, and it gets
you your refund in half the usual time. You can receive your refund even faster
when you have it directly deposited to your bank account.

The following are frequently asked questions regarding IRS e-file: Contact our
office for more information or assistance.

Why file electronically?
IRS e-file uses automation to replace most of the steps needed to process
paper returns. As a result, the processing of IRS e-file returns is more
accurate than the processing of paper returns. With IRS e-file, Santos
Associates electronically transmits your return directly to the IRS. You do not
have to worry about your return being lost or delayed in the mail. Within 48
hours, the IRS sends Santos Associates an acknowledgement that your
return has been accepted. Only IRS e-file offers this advantage.

How long do I have to wait for my refund?
If you use e-file, you may receive your refund check within 6 weeks. You can
receive your refund in about 14 days if you authorize the IRS to directly deposit
it to your bank account.

What if I have a balance due?
You can e-file and electronically pay at the time you file or choose a future
payment date. No matter when your return is filed, you do not have to pay what
you owe until April 15, 2008. In the meantime, you have electronic proof of
return acceptance from the IRS. You can authorize a direct debit from your
checking or savings account at the time your tax return is prepared. If you do
not want to pay your balance immediately, you can specify a payment date and
delay payment up to April 15, 2008. You can also pay by credit card using one
of the IRS credit card payment service providers.

See your tax preparer for more information on your options for paying a
balance due.

Santos Associates, FEDERALLY AUTHORIZED TAX
PRACTITIONERS, can help you with your accounting, tax and
financial planning needs. Call today for an appointment & consultation. We
are not attorneys, we can refer competent council upon request.