It is a requirement that our tax professionals receive adequate tax education to ensure that our clients are receiving all deductions that are legally allowed for them. We are a IRS credential tax professional. We have completed the proper training to be placed on the IRS website. Visit the directory enter the tax professional last name, click on the Annual Filing Season Program Participant box, and then click search. Your tax professional name will be listed.
You can check the status of your IRS Refund, using the Where’s My Refund tool. Status updates are usually available 24 hours after e-filing. You will be directed to the IRS web site and need the following information:
- Social Security Number or ITIN
- Filing Status
- Exact refund amount shown on your return
Client Data Protection is required by law, and we value your private information. Your personal information is secure in our Client Portal.We use the same security encryption (256-bit SSL) as banks. SSL is Secure Socket Layer, and it keeps the data sent between Everest Financial Solutions, LLC and your computer is safely encrypted from prying eyes. We never share your personal information with anyone, for any reason, without your prior written permission.
You can check the status of your Amended US Individiaul Tax Return for this year and up to three prior years. An amended tax return can take up to 3 weeks for processing; however, the process time could take up to 16 weeks. You will need:
- Social Security Number
- Date of birth
- Zip code
You can view the status of your amended tax return by clicking here.
Yes, we can design a package that meets your needs. The prices listed are the general packages that we offer. If you would like a more tailored package, feel free to send an email to info@everestfinancialsolutions.com or schedule a free customization to discuss the customized services that you would like.
– Create a plan for your money is a great start.
– Pay your bills on time, every time.
– Get additional sources income, if needed. And create a plan for these funds.
– Never charge more than 20% of your available credit card balance. Banks like to see low balances (not maxed out) and on-time payments. If your balance is over the 20%, stop using your card until you have paid down your balance.
– Check your credit report at least once per year or sign up for credit monitoring, click here.
– Have patient. It takes time to build the life of your dreams. It will not happen overnight. If you do these things and you see little to no changes, do not give up. These new habits that you are creating will help you keep your finances and lines of credit under control.
– Debt free and afraid to use your card? Not using your credit card can lower your credit score. You can use your card to setup auto payment on your utilities, and use that money to pay your credit card in full every month.
The free resource library is available to clients and potential clients that would like to learn more about our services, financial tips, free financial resources, and suggested resources to help you level up.
To access the resource library, you have to sign up for our newsletter. Once you have signed up, you wil receive a welcome email. Within that email, a link and password will be provided.
You can also access the Library on this website under the Resources tab. Remember that the password was provided to you in the welcome email.
Digital Products
All digital products are for educational purpose. Please note that once you purchase, access, and/or download any Digital Content, you no longer have the right to cancel your purchase or request a refund of that Digital Content.