Frequently Asked Questions

Appointments can be scheduled online at TheSolutionsCenter.net/appointments or by contacting us directly.

Please complete the Client Intake Form at least 30 minutes before your appointment.

Yes. Completing the intake first lets us confirm your ID, documents, and the right preparer-saving you time. 

We accept cash and Zelle (preferred), as well as payments through QuickBooks using the secure quick links available on our Pricing page (https://thesolutionscenter.net/pricing).

For Zelle payment details - contact us to confirm our ZELLE recipient information. You may also text us at 916-399-3207 to confirm our ZELLE. 

All payments must be completed before your return is e-filed or services are finalized.

We'll provide electronic copies. Paper copy fees may apply. You can also request a transcript at the IRS or check status at Where’s My Refund.

Use our secure upload: Upload Documents.

Starting September 30, 2025, the IRS will stop issuing most paper refund checks. Refunds will be sent electronically (direct deposit or other approved digital payment options). This change is part of a government-wide effort to modernize payments, reduce fraud, and speed up refund delivery.

What you should do:

• Choose direct deposit when filing your tax return.
• Make sure your bank routing and account numbers are up to date.
• If you don’t have a bank account, ask The Solution Center about alternative refund options.

Note: Limited exceptions may apply for those unable to access electronic banking. If you typically pay taxes by check, consider switching to IRS Direct Pay or other online options to avoid delays.

Learn more on IRS.gov

Timing varies based on IRS processing. We don’t control IRS timelines. Track it here: Where’s My Refund.

The IRS may use ID.me for identity verification. If asked, follow the steps so your return isn’t delayed.
Learn more at ID.me.

Part of your refund may be taken to pay certain debts. See the U.S. Treasury’s Offset Program: Treasury Offset (800‑304‑3107). NOTE: Federal and some state debts can reduce or fully offset your refund.

That’s the temporary account used for Pay‑by‑Refund. It disappears once your fees are paid.

A refund transfer lets you pay your prep fees from your refund. Bank and processing fees apply.
Why it costs more: Additional bank and processing fees apply when you choose this option instead of paying upfront.
Important: Once your return is submitted using Pay by Refund, the payment method cannot be changed. If the IRS delays, offsets, or reduces your refund, there is a risk we may not be paid for services already completed.

Yes! We offer a Pay-by-Refund option for clients who qualify.

With this option, your tax preparation fees are deducted directly from your refund once it’s issued - no upfront payment required.

Please note that this service is only available for current-year tax returns that generate a refund, and all approvals are processed through our partnering bank.

Learn more on our Pricing page (https://thesolutionscenter.net/pricing).

IRS workload, identity checks, or mail‑in items can cause delays—this is normal and not your preparer’s fault.
Check Where’s My Refund.

Delays are almost always IRS‑related. We’ll help you check status and next steps.

Follow the instructions immediately and keep copies. Reach out if you need help understanding the request.
Identity verification is done through ID.me.

An IP PIN adds a layer of security to your return. Learn more or request one: Get an IP PIN.

A short‑term advance for eligible clients. Submit an inquiry and we’ll follow up when available.

We offer guidance and support. Keep your letters and contact us—don’t ignore deadlines.

Yes. We can file your extension. Remember: an extension to file is not an extension to pay.

Bring the original filed return and any new/changed documents. Amendments must be paid upfront.

Revenue and expenses are reported on Schedule C (or business return). Keep good records for mileage, supplies, home office, and merchant fees.

Ordinary & necessary expenses for your trade—think advertising, supplies, software, mileage, a portion of phone/internet, merchant fees, and professional services.

It depends on liability, taxes, and admin needs. We’ll walk options and timing so you choose what fits now and later.

These are separate state filings and agencies; pricing depends on scope and records.

A Holiday Tax Advance is an early-season refund advance loan offered through TPG (Tax Products Group). It lets qualifying clients access a portion of their expected refund before the IRS begins releasing funds.

Once your return is prepared and accepted by the IRS, TPG reviews your application and decides whether you qualify for an advance. Approval amounts and decisions are made solely by the bank, not by The Solutions Center.

📌 Important: To be eligible, your tax return must be prepared and filed through The Solutions Center. Once your advance application is submitted, you cannot switch tax preparers or transfer that filing elsewhere.

If approved, funds are typically available within 24–48 hours after IRS acceptance. If your return doesn’t qualify or is rejected, an advance will not be issued.