It is October 7th, 2021, and since this has been such a recurring theme in our office this year (regarding tax year 2020 personal returns), I thought it would be appropriate to put out a blog post with some guidance. This was actually an email (reply) made to an actual client and it highlights some of the current frustrations that people are facing at this time.
Good Afternoon Amber,
I apologize for the delay, but if you’re still looking for assistance, I’ll try to address all your concerns:
I got your e-mail from A**** D******. I am at work right now but could set up a time to chat if you think you can help me.
We can absolutely setup a call if you’d like. I also have an online appointment scheduler: calendly.com/buffalotaxstrategies
So long story short, my family has not received our tax returns this year. I did have an office prepare them and they are being no help . They just say we have to wait. I have also received 2 letters basically stating the same thing from the IRS.
This is INCREDIBLY common this year. Unfortunately I have several clients still in ‘processing’ status. I’m sure you’re already aware of this, but here’s the link to the IRS ‘where’s my refund’ tool. https://www.irs.gov/refunds
If you use this tool, at least you can verify that the return is still ‘processing’ with the IRS. If you have not received your refund, but the status on the IRS site shows ‘completed’ or ‘refund processed,’ that’s an issue.
I have tried to call the IRS but it seems to be a lost cause. I have also heard, that this is really common this year. I was looking to see if you had any experience with any of your clients this year similar to this. Or if you had any idea of what we can do?
Again, it is very common this year. I haven’t heard of literally anyone that has been able to get through to the IRS in the past couple months. The best I have done / heard is to send a letter and wait up to 8 weeks for them to process it. It’s the only way I have gotten / heard of people getting any kind of response. This can be incredibly confusing because you might still be getting letters from the IRS while they are still processing the letter with your reply.
I can not even get the tax preparer we use to review the tax returns and make sure they were done correctly. It is very sad because if is a family owned agency and the father passed away in the middle of tax season. He was my connection there.
That’s incredibly unfortunate. If you’d like me to take a look at the return I’d be happy to give you some insight.
So we WILL be using you for next years taxes. Also, not that it matters, but I do have multiple accounts with A***. Just so you don’t think I am some rando. Any advise would be appreciated. Thank you so much for your time.
Much, much appreciated! Thank you for reaching out Amber, I hope this helps. Again, give me a call if you have any other questions or concerns.
Michael V. Knapp, CMA, IRS-EA
Buffalo Tax LLC
3411 Delaware Ave
Buffalo, NY 14217