Video Tips: Missed Filing 2021 Taxes? You Might Lose a Big Refund

Some people may not have filed a tax return for 2021 because they didn't earn enough money to be required to file, not knowing that they are potentially missing out on a significant amount on tax returns. However, the statute of limitations for claiming refunds expires on April 15, 2025, for 2021 returns. If you believe you need a second look at your 2021 tax files, contact this office.

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The Most Important Thing to Have Ready

If you received a notice or letter from the IRS or Oklahoma Tax Commission, keep it available. That document usually tells us what the agency is requesting, the deadlines involved, and what information we may need next.

What Happens Next?

Our staff will first gather some basic information and determine whether the matter is something our firm can assist with.

If appropriate, the next step is a paid one-hour strategy meeting with former IRS Revenue Agent, Austin Murray, CPA. During that meeting, we review the notices and relevant records in detail and discuss the available options.

If you engage Millennial Accounting for representation, the consultation fee is applied toward the representation retainer.

Helpful Documents to Have Available

  • IRS or Oklahoma Tax Commission notices

  • Prior tax returns

  • Accounting or payroll records

  • Previous correspondence with the taxing agency

  • Any documents specifically requested in the notice

Important:
Do not email sensitive tax documents! Our staff will direct you to an approved secure method.