Alaska Tax Lady
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Refund Transfer

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PAY NOTHING UPFRONT!

By choosing a Refund Transfer, you get the convenience of an IRS Direct Deposit without upfront fees. Once the IRS or state sends your refund (usually within 21 days) your fees can be deducted from the refund proceeds. The balance of your refund will be disbursed as a check and printed in our tax office, direct deposited into your personal bank account or loaded on a Netspend® Prepaid Mastercard®. Additional fees may apply to certain disbursements. Please consult Alaska Tax Lady for details.

How it works?

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1

Get in Touch

Fill out the form or give us a call and tell us a little about your situation. Personal or business, we will point you to the right place.

2

We Get You Set Up

We send you an invitation to the client portal. Set up your login, complete your engagement letter, and fill in a tax organizer built for your situation.

3

Upload Your Documents

Send your W-2s, 1099s, statements, or the whole shoebox. Upload them to the portal, or bring them by the office if that is easier. If we need anything else while we work, we will let you know.

4

We Prepare Your Return

Our team works through your information and comes back to you about anything worth a second look. Our goal is to finish returns within two weeks of having everything we need.

5

Review, Sign and File

When your return is ready we send your invoice. Once it is paid, your return opens in the portal for you to review and sign electronically, and we file. Have a question at that point? Just ask.

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