What is an Enrolled Agent?
An Enrolled Agent is a federally licensed practitioner who has earned the privilege of representing taxpayers before the Internal Revenue Service (IRS). Enrolled agent status is the highest credential the IRA awards.
Where’s my refund?
Federal Tax Return
Two weeks after filing federal, go to Where’s my federal refund?
To retrieve current year refund, enter primary social security number, filing status, and the refund amount found on your current federal tax return.
Federal refunds will begin to be processed starting mid-February 2022. Expect longer processing for returns with Earned income Credit or filing a paper return.
State Tax Return
Four weeks after filing New Jersey, call 1-800-323-4400 or Where’s my state refund?
Provide primary social security number and refund amount from current year tax return when prompted.
Expect longer refund time when claiming Earned Income Credit or filing a paper return.
Are there any scams to be aware of?
The IRS will never call, e-mail, or text you. They will call you only in the event you have given them prior permission. The IRS corresponds only by regular US mail. If you are unsure of any correspondence you have received, please contact our office. NEVER provide information to anyone regarding your taxes or personal information without checking with our office.
The same applies for Social Security calls and correspondence, as well. Social Security will never call to ask for payment or account numbers. All correspondence will be by US mail; even then, call Social Security directly at 800-772-1213 to verify the letter is accurate.
Business correspondence from New Jersey will be sent by mail and usually in a blue envelope with three perforated edges to tear off and open. If you receive correspondence from New Jersey as a business owner, contact our office before paying any fees requested.
What to bring to an appointment?
- All W-2s, 1099s and 1098s, donation amounts, out of pocket medical expenses, student loan interest
- New clients: last 2 years tax returns
- For businesses: all income, expense records, mileage records
When to schedule an appointment?
Schedule by April 1st to ensure an appointment. After April 5th, all new returns are on extension and addressed on a first come, first serve basis.
How to schedule an appointment?
- By phone – (732)330-0630
- Email – kgerrity@kmgtax.com
- Calendar app
Our office is located at 1603 Beaver Dam Road, suite d, Pt. Pleasant, NJ, 08742
Please see the Contact page for further information.
Can I file an extension?
While it’s better to file before April 18, we understand that things happen and so, it is possible to request an extension for filing taxes. Please be advised that the extension is only an extension to file, not an extension to pay any taxes due.