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Our Services

Formation Financial Tax Service offers strategic tax and bookkeeping services personalized to meet your needs. Your convenience is our top priority! Allow us to minimize your stress and provide you with 

an accuracy that gives you peace of mind. 

 

COVID-19 Statement: In efforts to reduce the spread and transmission of COVID-19, each service can be done from the comfort and safety of your own home with our virtual services. 

Our Process

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Helpful Tax Tools

Where's My Refund

Where's My Refund? -

This tool gives you information about your federal income tax refund. The tool gives you personalized refund information based on the processing of your tax return. You can start checking on the status of your return sooner - within 24 hours after we receive your e-filed return or 4 weeks after a mailed paper return.

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Where's My Amended Return

Where's My Amended Retern?

Check the status of your Form 1040-X, Amended  Return, for this year, and up to three prior years.

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Your amended return will take up to 3 weeks after you mailed it to show up on our system.

  • Processing can take up to 16 weeks.

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Identity Protection

Get An Identity Protection Pin (IP PIN)

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number.

 

The IP PIN is known only to you and the IRS and helps us verify your identity when you file your electronic or paper tax return.

Tax Transcripts

Request for a Transcript of a Tax Return

Use Form 4506-T to request tax return information. Taxpayers using a tax year beginning in one calendar year and ending in the following year (fiscal tax year) must file Form 4506-T to request a return transcript.

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