Help
When something goes wrong, here is what happens.
Rejections, errors and IRS letters are normal parts of tax life. Knowing the plan in advance takes most of the stress out of them.
If something goes wrong
My return was rejected. What happens?
A rejection usually means a detail did not match IRS or state records, such as a name, an SSN or last year’s figures. It is not an audit. We contact you, explain the reason, fix it and resubmit. [Confirm the fee policy for correcting rejections]
I found an error after filing.
Tell us through the portal or by phone as soon as you notice. If a correction is needed we will explain whether an amended return is required, and what it costs, before doing anything.
I received an IRS or state notice. Can CRJ help?
Upload a copy to the portal and do not ignore any deadline on it. We will help you understand it and respond for returns we prepared. [Confirm which representation services are and are not offered]
I disagree with something on my return.
Raise it before you approve. Nothing is filed until you sign the authorization, and we would rather spend time explaining than file something you are unsure of.
I think my account has been compromised.
Call [Practice phone] immediately, then change your portal password from a device you trust. We will review the activity on your account and tell you what we find.
Protect yourself from tax scams
Tax season brings fake emails, texts and calls pretending to be tax preparers or the IRS. Here is how to tell us apart from them.
How CRJ contacts you
- Messages inside your client portal
- Email only from [Official email]
- Calls from [Practice phone]
Unsure? Hang up and call us back on the number on this website.
Be suspicious of
- Unexpected requests for your SSN or documents
- Anyone asking for your password or a code we sent you
- Urgent payment demands, gift cards or wire transfers
- Links in messages you were not expecting
The IRS generally first contacts taxpayers by mail, not by email, text or social media.
Still have a question?
Message us in the portal, or call [Practice phone] during [Office hours].
Contact CRJ