An out-of-work Central Indiana man filed his taxes early, hoping to get money to care for his fiancée and their four kids. However, he said a mistake by his tax preparer might have led to his refund being held by the IRS.
“I have no money coming in and I have no idea when my refund will be coming in from them,” said Dennis Hatcher.
Instant Tax service on Rockville Road made a mistake, Hatcher said. He said he received a notice from the IRS that his return was on a 45-day hold, so he took his return to H&R Block to get it re-checked.
“The lady there found out that they didn’t file the substitute W-2. That income was nowhere on my refund that they’d initially done or anything,” Hatcher said.
Nancy Thomas from Instant Tax service at 5389 Rockville Rd said they created a W-2 based on pay stubs, since he didn’t’ have it yet from his employer.
“All of his W-2s were included,” Thomas said.
He was flagged by the IRS because more than ever, they’re going after people in his situation, Thomas said.
“It is people who are saying ‘Hey, I supported four people on less than $10,000 year,’” Thomas said.
Due to a loss of work, Hatcher was in that situation this year.
“People need to realize that when they’re not making a lot of money and they’re claiming a lot of dependents the IRS is crackin’ it, man and they are and people need to know that,” Thomas said.
A check of the Better Business Bureau report for this Instant Tax location would have revealed potential concerns.
They have an “F” rating and unresolved complaints, said Central Indiana’s BBB CEO Bill Thomas.
“Really take the time to understand that you’re going to be working with somebody that you can trust that is doing right by you in terms of filling out the information properly. We’re dealing with the government here,” Thomas said. “You don’t want to have some sort of record of fraud or misrepresentation of your information.”
When you’re filing your taxes, it is imperative that you look through your own return and check it over, even if someone else prepares it, Thomas said.
“At the end of the day, it is your signature and if there is something wrong or there is interest or penalties to be paid, it is going to be your responsibility as the individual not the person who filed the taxes for you,” Thomas said.
Hatcher believes Instant Tax didn’t back up the work that they were paid to complete. Now, his family is left wondering if and when their return will show up.
“I’m a family man and I didn’t want to see this happen to someone else out there that desperately, was in dire need of that money,” Hatcher said.
You may have heard of the lawsuit connected to several Instant Tax Service locations throughout Central Indiana and the Midwest. Thomas said this location on Rockville Road is not connected to that lawsuit.
If you want to check out your tax preparer with the BBB before you file, click here.
For more on the lawsuit connected to some Instant Tax Service locations, visit this website.