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According to a recent government report, nearly 27 percent of eligible taxpayers - 4.1 million people - fail to claim education credits.

 
At Lake , Du & Associates, we specialize in education tax issues and we can help you maximize your refund.  If you were not listed as a dependent on another person's tax return, you may be eligble for a refund.  
 

Here’s how it works: 

 
Step 1.  Submit your contact information
Step 2.  Fill out the E-Organizer and receive your result (refund or tax due) via email
Step 3.  If you're satisified with the result, register on our secure, password protected Client Portal and fax (866.500.0541) to us your supporting documents, including Form W-2 (wage and tax statement), 1098-T (tuition statement), 1098-E (student loan interest statment), 1099's (miscellaneous income), and other supporting documents
Step 4.  Pay your fees on our website
Step 5.  We will upload an eletronic copy of your tax returns into your Client Portal along with an e-file signature authorization Form 8879.  Please sign and mail Form 8879 back to us 
Step 6.  You can track your refund any time on our website
 
Our experienced professionals are available through phone, email and office visit to address your questions and issues all through the year. In the meanwhile, we encourage you to read Student Topics.
 
Please contact us by using the form below:
Name
E-Mail
Phone Number
Are you listed as a dependent on another person's tax return? No Yes
Are you enrolled at least half-time? No Yes
Have you completed your 2nd year of college? No Yes
2006 wages (Form W-2 Box 1)
2006 Federal income tax withheld (Form W-2 Box 2)
2006 State tax withholding (Form W-2 Box 17)
2006 education expenses (Form 1098-T Box 2)
2006 student loan interest (Form 1098-E Box 1)
 

Why use our E-Organizer?

 
For individual income tax returns, we encourage our clients to use our E-Organizer tool to submit their tax return data. This handy tool is easy to use and easier to get. Simply fill in the fields above and you will receive an email from "Tax Organizer Administrator". 
 
 
Within the email is a link to the E-Organizer.  After clicking the link, you will be prompted to open or save the E-Organizer file (please save to your desktop so it is easy to locate).   After opening the E-Organizer (double-click the icon) you will be prompted to enter the password.  The password will be provided in the email.  Click Continue to proceed.                                                                                                                          
The E-Organizer “home” page is displayed.  It includes instructions on how to enter your personal and tax information, including how to add new items and how to import data from online providers, if applicable.   To enter our qualified education expenses, please scroll down to the middle of the “Adjustment to Income” form. 
Importing Data
If you have online accounts with certain providers (banks, brokerage firms, etc.), you can import this data using Instant Data Entry (IDE) technology.   You just click Import Data on the E-Organizer screen and follow the instructions.
Following is the current list of approved providers:
After entering the information in the E-Organizer, please click Return to Preparer. Of course, supporting documents such as W-2s and 1099s still need to be mailed or delivered to us.  After all is set, we then automatically transfer your data directly into your data file.  We have found that the E-Organizer saves our clients' valuable time and increases accuracy of the information.
 
 

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