Robert Loe CPA

Electronic Filing

Electronic filing is fast and easy and significantly reduces the processing errors associated with paper filing. One of the more effective services the IRS has to offer, over 80% of the individual income tax returns we prepare, are filed electronically.

Electronic filing offers the following benefits:

  • Faster refunds, especially when you request direct deposit.
  • Proof of receipt by IRS service center the moment the return is accepted.
  • IRS employees do not handle electronically filed returns.

If you owe money, electronic filing offers you more payment options than paper filing, including:

  • Direct debit to your bank account
  • Credit card payments
  • Mailing payment to the IRS processing address using a 1040V voucher

Electronic Signatures

At Robert Loe & Associates, we use the “electronic signature” system to speed the processing of a return. Your “electronic signature” consists of information we already have from the prior year return, your name, SSN, date of birth, and a five-digit Personal Identification Number (PIN). You may choose any five-digit number you like for this purpose. When your return is completed and after you have reviewed it, we will provide you with an authorization to sign, which will give us the authority to use your PIN number and electronically file for you.

A note about electronic filing:

In order for your return to be accepted by the IRS electronic filing system, the names used for taxpayers, spouses and dependents must match those on file with the Social Security Administration. Please make certain the names and social security numbers in the organizer agree with your social security card(s).

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