Frequently Asked Questions

Here at Integrated Tax and Accounting, we pride ourselves on doing all of our work in-house. We have a team of seven CPAs, all with different specialties, as well as a trusted team of tax professionals.

For your ease and convenience, we have created a payment portal for your federal and state returns, as well as the ability to pay your invoice with us.

Payment Portal

To pay your ITA Invoice, you will need to enter your invoice information, dollar amount, and invoice number located on the invoice provided to you by your CPA.

THE NEW CLIENT PROCESS:

For us to onboard you as a new client, we will need you to securely send us your previous two years’ returns so we can properly evaluate whether we would be a good fit for your needs.

THE NEW CLIENT FORM

To best support you, our team has created a resource page to help you track where your refund is at:

Where’s My Refund Help Page
Federal Refund Tracker
Minnesota Refund Tracker

The easiest way to get a copy of your completed return is to email tax@integratedplanners.com or call us at 507-285-0398 requesting a copy. After receiving a request, we will send you the copy through our Secure Office Portal.

If you would like us to send a copy of your return to a 3 party, you must fill out the required Form 7216 with any information we may need to send the copy.

To find out where your return stands with Integrated Tax and Accounting, call us at 507-285-0398. We can provide a quick answer or set up a 15-minute call with your CPA within 3 business days.

Our office is located at 310 N Broadway in Rochester. We recommend that you park in the 2nd Street ramp, and we will validate your parking. The office is located on the first floor of the 310 building, also known as the City Centre Building. You can enter via the skyway or on Broadway street level.

Directions here.

Our teams use a secure office portal called SafeSend for sending and receiving documents. Each CPA has a unique SafeSend portal accessible via the link in their email signature. If you are unable to find the link, just contact our team and we can provide it to you, or you can send your documents to our tax inbox (linked below), and we will ensure they reach your CPA securely.

For your ease and convenience, we have created a login page for your SafeSend account for you to access all of your documents and returns.

SafeSend Login Page

Linked below are additional help pages provided through SafeSend to answer any questions you may have.

1040 Video Walkthrough
Client Returns Article
K-1 Distribution Video Walkthrough

Our CPAs all have experience at one of the largest tax and accounting firms in the world. If you are interested in learning more about a specific CPA’s experience, please look at our “Meet Our CPAs” page, where we have linked to their experience.

For the most accurate processing of your documents, please upload and send us the original PDF documents provided by your bank, employer, or other institutions. This ensures that our team can properly process your information. To learn more about our process, visit our “Our Return” page.

To make things easy, we’ve created a dedicated page that explains our pricing system in detail. What does pricing look like?

OUR PRICING PAGE