The majority of our clients file returns in multiple tax jurisdictions. Because of the complex nature of these situations, it is not uncommon for the following events to occur after a return is filed.

1. States tax boards may ask for documentation or copies of returns filed in other states and other documentation.
2. If you work as an independent contractor or receive a 1099, local tax jurisdictions will occasionally ask for business licenses. Call us if this occurs so we can send a response.
3. More states are aggressively pursuing residence issues and will send letters to any person who possibly spent time in the state.
4. Each state has its own timetable for refund deposits.
5. Clients with large amounts of business expenses have a higher chance of being audited. It has little to do with the tax preparer and a lot to do with statistics. If you receive a letter, call us. We defend any return we prepare. (See our policy regarding this). Keep all tax records with receipts for 7 years.
6. More states are aggressively pursuing residence issues and will send letters to any person who possibly spent time in the state.
7. The Canadian Revenue Agency will send a letter to confirm, via paper documents, 50% of returns that have foreign tax credits.