TAX SEASON ALERT FOR 2018-REFUNDS CONTAINING EARNED INCOME CREDIT AND ADDITIONAL CHILD TAX CREDIT WILL BE HELD BY THE IRS UNTIL FEBRUARY 15, 2018 CAUSING A DELAY IN SOME REFUNDS.  IF YOU ARE ELIGIBLE WITH OUR BANK PRODUCT, YOU MAY QUALIFY FOR A REFUND ADVANCE for $500, $800, $1200, or $2500*Subjected to terms and conditions

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TAX INFORMATION

To check the Status of your tax refund call the IRS Refund Line at 1-800-829-7650 or visit https://www.irs.gov/Refunds

To get an Identity Protection Pin go to https://www.irs.gov/Individuals/The-Identity-Protection-PIN-IP-PIN

To file Identity Tax Fraud Claim, Call Fraud Unit at 1-800-908-4490

Identity Theft Form to File with the IRS https://www.irs.gov/pub/irs-pdf/f14039.pdf

To verify your identity with the IRS, go to https://idverify.irs.gov/IE/e-authenticate/welcome.do

To get prior year Tax Transcript, Call 1-800-908-9946 or visit  https://www.irs.gov/uac/Newsroom/How-to-Get-a-Transcript-or-Copy-of-a-Prior-Year-Tax-Return

To find out if you have IRS Debt or Collections, call Financial Management Services 1-800-304-3107

To contact the IRS Non-Profit Division, call 1-877-829-5500

Verify a non-profit organization visit https://www.irs.gov/Charities-&-Non-Profits/Exempt-Organizations-Select-Check

To find your local IRS Office visit https://www.irs.gov/uac/Contact-My-Local-Office-in-California

General IRS Contact Number 1-800-829-1040 Website http://www.IRS.gov

General State Franchise Tax Board Number 1-800-338-0505 Website http://www.ftb.ca.gov

State Franchise Tax Board Collections 1-888-355-6872

To fight identity theft the IRS REQUIRES proof of dependents and residence with documents such as:

Social Security Card, Birth Certificate, and Immunization (Shot) Records or School Records showing residency.  If you are missing any documents, you will need to get a notarized statement to provide to your tax professional.

***NO EXCEPTIONS***

Please prepare to bring these items for tax preparation.