Follow These

4 EASY STEPS

To Get Your Tax Returns Reviewed

Step 1                                        

Click on the button above to download your Tax Review Kit.            

Step 2                     

Print out and sign the forms. The Form 2848 Power of Attorney lets us review your account information to ensure that you didn't leave off important information that the IRS knows about.  Note: You'll need Adobe Reader.  Click the above link to get it for free if you need it.    

Step 3

Make copies of your tax returns and related materials. Use the checklist below to ensure you send us enough information for us to accurately. We do NOT return submissions.

        CHECKLIST (Send COPIES only - WE DO NOT RETURN SUBMISSIONS)

        Personal Taxes                                            

      Business Taxes

        Last 3 Years Forms 1065, 1120, or 1120-S            

      State Business returns 

      Asset and Depreciation list (if available)

Step 4

Send your package to WealthBuilder now. Send NO money!

         Send all packages to:

New Case Desk

PO Box 941834

Houston TX 77094-8834

(713) 473-3863     (800) 4-REFUND

For Overnight Mail:

9525 Katy Freeway #101, Houston TX 77024