TUCKER TAX
2022 Tax Prep
How to get started:
Step 1: Complete our 2022 Tax organizer
Gather all tax documents then download and complete the organizer. Once complete upload to our secure portal or include with your mailed in documents.
Step 2: Send in any supporting Documents
Upload all supporting tax documents (W2, 1099, etc. - no receipts ) to our secure online portal Tucker Tax Portal or Mail to our address
listed here.
Step 3: Review Return with CPA
After receiving your organizer and supporting documents our team will reach out to you with any follow up questions or concerns as we prepare your return.
Once you have completed steps 1, 2 & 3 you can rest easy, We will take it from there. Our CPA will reach out to you with any additional questions but we are always here to help you through the entire process. If you have any questions or concerns regarding your return please email us and we are happy to assist.
My Taxes are complete - Now what?
Step 5: Pay your invoice and return signature docs.
Forms of Payment accepted:
1. Checks or Money orders payable to Tucker Tax
2. Zelle (results@cpadaly.com)
3. Venmo (@shannon-daly-2)
4. Credit/Debit Card (with 4% Merchant Fee)
Step 6: Your return will be E-Filed.
When we receive your signed forms and your invoice is paid in full we will E-File your returns. Once your return has been accepted the full return will be uploaded to the portal.
Refunds
Federal Refunds:
Federal Refunds will take 2 to 3 weeks to process. To check on the status of your refund please use the “Where’s My Refund” tool on the IRS website (https://www.irs.gov/refunds). Be sure to have your filing status (single, MFJ, MFS, HOH), SSN and exact dollar refund amount handy when accessing this tool.
​State Refunds:​
Tax Payments
To make payments for Federal Returns:
Option 1: Arrange payment online (https://www.irs.gov/payments/direct-pay)
Option 2: Form 1040-V – PRINT and MAIL with a check​.
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To make payments for State Returns:
Option 1: Arrange payment online (State Links)
Option 2: Use payment voucher provided in your results email. PRINT and MAIL with a check.​