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At Tax Genius, we help put trust back in tax preparation & keep more in your pockets, now that’s Genius!

VISION

We’re here to put TRUST back into the tax industry & money in your pockets!

If you are tired of being taken advantage, not being able to find your tax person after the tax season, and you are looking for a trusted team that you can grow with your family, then welcome to Tax Genius! We are a trained team of tax professionals with over 30 years of combined experience in the tax, financial, accounting, and real estate industry.  Our goal is to use our experience, expertise, and knowledge in the financial industry to put more money in your pocket, reduce tax liability and put TRUST back into the tax industry! Try us and you will say that's GENIUS

BENEFITS OF CHOOSING US

A FEW REASONS AS TO WHY OUR CLIENTS STICK WITH US.....

now that's GENIUS....

NO HIDDEN FEES. With our set fee structure, you'll never have to worry about any surprises when it comes to our tax preparation services. We believe in transparency and simplicity in all of our services. Our experienced team will work with you to ensure that your tax return is completed accurately, on time, and you have a breakdown of any fees coming out of your refund. 

STABILITY.. Our commitment to our clients runs deep. We've been a part of our community since our doors first opened, and have earned the trust of our clients by being consistently present and reliable. When you work with us to prepare your taxes, you can count on us to be accessible and easy to reach during hours of operation. We pride ourselves on being trustworthy and accountable partners in your financial journey.

REFERRAL FEES. We know that our clients are our best advocates, and that's why we offer a referral program that rewards you for your loyalty. Whenever you refer a new client to us, you'll receive a $100 referral fee. And to make tax season even more exciting, we also have a variety of give-a-ways throughout the season. Refer us today. 

REFUND LOANS. If you’re in need of some extra cash before your tax refund arrives, our loan advance service can help. With our easy application process, you can get approved in as little as 24 hours. Don’t wait to receive your refund, apply for a loan advance today and get the cash you need now!

VIRTUAL SERVICE. If you're tired of the headache that comes with tax season, then our virtual tax preparation service is exactly what you need. With our secure, easy-to-use platform, you can get your taxes done without ever having to step foot into our office. Whether you're local or in another state, our virtual process is simple and streamlined, making the entire experience as stress-free as possible.

GUARANTEED SERVICE. When you choose our tax preparation service, you get the peace of mind that comes from knowing your taxes are done right. We guarantee our work and stand behind it. If we make a mistake, we'll fix it and even cover any penalties that may result from it. Get the reliable and accurate tax preparation you deserve. Isn't this genius? 

ready to file with us?

follow these simple steps

Schedule an appointment whether it is virtual or in person and review a list of suggested items for your appointment. 

Step 1

Complete your tax forms.  All tax clients must complete the lobby sheet and dependent form for each dependent. (If you have dependents to claim. 

Step 2

Upload any documents that you need to send to us for your appointment. 

Step 3

Text us when your application is complete

Step 4

Start your tax prep in the comfort of your own home

Ready to start/grow your business in 2024?

All our clients are automatically enrolled in our tuition free online business course taught by awarded winning,

certified business owner,

Dr. Dee Fomby. 

ABOUT YOUR BUSINESS INSTRUCTOR As Birmingham Business Journal 2019 Top 40 under 40, Dr. Dee Fomby is a Bestselling Author, Speaker, Serial Entrepreneur, Real Estate Investor, and Taxpreneur who is anointed to assist business owners to START, GROW, and BUILD profitable businesses preferably in the tax and real estate industry. Dee has been in the tax industry for over 20 years, and she has grown from a one-person tax office to assisting others build profitable tax practices nationwide by providing resources, tools, document solutions, coaching, professional tax software, and continuing education credits approved by the IRS through the IRS Tax Academy. In addition, she helps tax business owners rebrand software, become service bureaus, and open their schools approved by the IRS. Dee founded the IRS Tax Academy in 2016, and it was the first independently owned continuing education provider with the IRS in Alabama that was recognized by Governor Kay Ivey in 2017. Since then, she has enjoyed helping new and experienced tax professionals with training, specifically on due diligence and opening tax-compliant tax firms. Two of her best-selling books in the tax industry are the IRS Tax Academy training manual and the Due Diligence Tax Bible. She uses her expertise and experience in the tax industry to help others reduce their tax liability and receive the maximum refund allowed by law as a Senior Tax Professional of Accurate Tax Services, now Tax Genius Worldwide.  Dr. Dee jokingly mentions being an entrepreneur her entire life, from owning several residential and commercial properties to owning a daycare, CBD store, clothing line, and digital products, and partnering with global ministry leaders to produce conferences and monetize their platforms.  The key to her success has been to master her life so that she can become a jack of all trades.   Her most recent project, along with her husband, JD Fomby, was the undertaking of over 6,000 square feet of commercial building that was a pillar in the community for many years that sat vacant for 12 years to transform it into a multi-use facility, The Link, that provides a live stream and podcast recording studio, photography rental, office space and event space rental, social lounge, training and resources to help new entrepreneurs start, grow, and build profitable businesses. The Link will be a one-stop shop for small business owners, especially minorities in ministry.  In May of 2021, Dr. Dee was recognized as Birmingham Business Resource Small Business Hero for her endeavors to raise thousands of dollars to bless other small business owners affected by the pandemic. In June 2021, she was also recognized by Birmingham Business Journal, Who's Who in Accounting, for her work in the tax and accounting industry. Over the last two years, she has been recognized for the influence and energy she brings to her community through her leadership. She pays it forward to others locally and across the country by being selected as Birmingham Business Journal Women Business Mentor.   In 2023, Dr. Dee received her honorary doctorate degree in Christian leadership and business. Since that time, she has continued to coach, mentor, and help others know they can be saved and paid at the same time. Stay connected because the world hasn't seen anything yet.

Is it a good business pursuit?  5 questions to help you determine is it is worth your time. 

01

How to start your business from the comfort of your home with just a computer.  I will provide solutions to help you start your business with little money out of pocket 

02

Help I don't have a business plan?  In this session, I will help you answer the most important questions to starting your business. 

03

The Numbers: how to build a profitable business. In this session, I will help you create your revenue and profit goal.

04

Legalize your business.  In this section, I will help you with figuring out the proper business structure

05

Who are you selling too?  In this session, I will help you discover your target audience. 

06

Social Media & Money.  In this session, I will show you how to use social media to generate cashflow

07

Business & Taxes. In this session, I will show you how having a business save on business taxes and how to keep more money in your pocket with business deductions.

08

The success of this course will strongly be determined baseed upon the individual willing to unlearn, learn, and apply.  

Success

If you are interested in starting or growing your business, when you file with us, you will be enrolled in our tuition free business course.

all clients will be enrolled

BUSINESS

Topics Covered....

FILED WITH US?

CLIENT SERVICES FOR TAX GENIUS CLIENTS.....

  • Many clients hate to hear this, but we don't have anymore information than what is shown on where's my refund after the return has been processed.  We are not allowed to contact the IRS regarding the status of your refund until 21 days of processing or you have received a notification from the IRS to contact them. 

    You can find the most up to date information about your refund on Where’s My Refund? The tool is updated once day, overnight, so you don’t need to check more often.

    You can use the tool to check the status of your return:

    • 24 hours after e-filing a tax year 2023 return

    • 3 or 4 days after e-filing a tax year 2022 or 2021 return

    • 4 weeks or more after mailing a return

     

    Where’s My Refund? has a tracker that displays progress through 3 stages:

    (1) Return Received,

    (2) Refund Approved and

    (3) Refund Sent.

    You will get personalized refund information based on the processing of your tax return. The tool will provide an actual refund date as soon as the IRS processes your tax return and approves your refund.

    Call us about your refund status only if Where's My Refund? recommends you contact the IRS.

  • Check the status of your Form 1040-X, Amended U.S. Individual Income Tax Return, for this year and up to three prior years.

    1. When to check...

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

    • Processing it can take up to 16 weeks.

    2. What you need...

    • Social Security Number

    • Date of birth

    • Zip Code  

    3. How to find my... 

  • All or part of your refund may be offset to pay off past-due federal tax, state income tax, state unemployment compensation debts, child support, spousal support, or other federal non-tax debts, such as student loans. To find out if you may have an offset or if you have questions about an offset, contact the agency to which you owe the debt.

    We also may have changed your refund amount because we made changes to your tax return. You'll get a notice explaining the changes. Where's My Refund? will reflect a refund offset and different refund amount when it relates to a change in your tax return.

    Tax Topic 203, Refund Offsets for Unpaid Child Support, Certain Federal and State Debts, and Unemployment Compensation Debts has more information about refund offsets.

  • Many different factors can affect the timing of your refund after we receive your return. Even though we issue most refunds in less than 21 days, it's possible your refund may take longer. Also, remember to consider the time it takes for your financial institution to post the refund to your account or for you to receive it by mail.

  • Some tax returns take longer to process than others for many reasons, including when a return:

    • Is sent by mail

    • Contains errors or is incomplete

    • Needs further review in general

    • Is affected by identity theft or fraud

    • Was referred to the IRS by the bank due to suspicious activity

    • Includes a claim filed for an Earned Income Tax Credit or an Additional Child Tax Credit. See Q&A below.

    • Includes a Form 8379, Injured Spouse AllocationPDF, which could take up to 14 weeks to process

     

    For the latest information on IRS processing timeframes, see our Processing Status Dashboard.

     

    If we need more information to process your return, we'll contact you by mail. If we're still processing your return, correcting an error, or researching suspicious activity referred by banks, Where's My Refund? and our phone representatives may not be able to provide you with your specific refund date. Please check Where's My Refund? for updated information on your refund.

  • According to the Protecting Americans from Tax Hikes (PATH) Act, the IRS cannot issue EITC and ACTC refunds before mid-February. The IRS expects most EITC/Additional CTC related refunds to be available in taxpayer bank accounts or on debit cards by February 27, if they chose direct deposit and there are no other issues with the tax return. However, some taxpayers may see their refunds a few days earlier. Check Where's My Refund for your personalized refund date.

    Where's My Refund? on IRS.gov and the IRS2Go mobile app remain the best way to check the status of a refund, and will be updated with projected deposit dates for most early EITC/ACTC refund filers by February 17.

  • Our automated refund hotline, 800-829-1954, will not be able to give you your refund status for any year other than the 2023 tax year.

  • Click here to be redirected to the IRS to apply for a PIN or to retrieve your PIN.  

  • If you receive a letter from the IRS, please contact us immediately so that we can walk you through the proper steps.  Do not attempt to contact them before contacting us. 

  • If you're calling about a prior year refund, we're not able to assist you on that line, even if our online Where's My Refund? tool recommended you call that number. Please visit Where's My Refund? for all updates to your tax year 2022 or 2021 refund, as this is the only automated source to receive updated information for prior years. We apologize for any inconvenience.

    • 24 hours after e-filing a tax year 2023 return

    • 3 or 4 days after e-filing a tax year 2021 or 2022 return

    • 4 weeks after mailing a paper return

  • There are several reasons:

    • We can only deposit refunds electronically into accounts in your own name, your spouse's name or in a joint account.

    • A financial institution may reject a direct deposit.

    • We can't deposit more than three electronic refunds into a single financial account.

  • You may request a copy of your transcript by clicking the link below or copying and pasting it into your browser. 

    https://www.irs.gov/individuals/get-transcript

  • You may text us by clicking the link below

SEND US A REFERRAL & WHEN THEY FILE, YOU GET PAID!

Friends

We are available to assist you and respond to message and phone calls during our normal business hours.   

DURING TAX SEASON: 

MONDAY - FRIDAY 

10 AM - 6:00 PM CST

SATURDAY - BY APPOINTMENT ONLY

OFF SEASON:

MONDAY - THURSDAY 

10 AM - 2 PM CST

HEADQUARTERS:

525 Huffman Road

Birmingham, AL 35215

Appointments are required. 

No Walk-Ins| Virtual Appointments Are Available

TAX GENIUS WORLDWIDE

HOURS OF OPERATIONS & LOCATION

What Our Clients Are saying...

OUR SENIOR TEAM

Meet the Senior Tax Geniuses & Management Team of Tax Genius Worldwide.  We are dedicated to you having a great tax experience.  If you have any concerns or questions, we are here to serve you! Now that's Genius! 

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