Frequently asked questions

Are refund estimates free?

Yes. You can receive a refund estimate before starting your tax preparations.

Is virtual e-filing available?

Yes. Scale Wealth Financial Services offers in-person and virtual e-file options for convenient filing.

Are tax advances offered?

Refund advance options may be available during tax season. Approval and advance amounts are determined by the participating bank and eligibility requirements. An advance is not guaranteed.

How long does it take to receive refund?

The IRS states that most refunds are issued in fewer than 21 days, but some returns can take longer due to reviews, verification, errors, credits claimed, or other processing issues.

If you haven’t received all of your tax documents, should you file?

It’s best to wait until you have all required income and tax documents. Filing without them can result in an incorrect return, processing delays, or the need to amend later.