Tax law is complex, but the IRS says the errors that delay the most refunds are simple. Paper returns run an eye-watering 21% error rate, compared with <1% for e-filed returns. Below are the three filing mistakes that cost you money we see most often – and how our team makes sure they never touch your return.
1. Filing Before You Have Every Document
Rushing to “get it over with” often means a missing W-2, 1099-DIV, or crypto-gain statement. File too early and you could trigger an IRS CP2000 notice or amended-return headache. Instead, wait until all information returns have arrived (employers must mail them by Jan 31) or use Boxelder’s document checklist. We’ll chase missing forms for you and confirm your wage & income transcript before we e-file.
2. Botching the Basics: SSNs, Names & Math
Transposed Social Security numbers, misspelled names, and single-digit math mistakes are still among the top rejects the IRS sees every season. Boxelder’s cloud software pulls ID data directly from the Social Security Administration database and runs an automated math check before a human CPA signs off.
3. Leaving Credits (and Cash) on the Table
Earned Income, ChildTax, Saver’s Credit, education credits – one wrong box and you forfeit hundreds or even thousands. Our preparers walk every client through an 11-point credit checklist, then double-verify eligibility with the IRS Interactive Tax Assistant. Accuracy isn’t only about avoiding audits; it puts refund money back in your pocket faster. If you’d rather skip the stress and guarantee an error-free return, schedule a free 15-minute consultation with a Boxelder CPA today.
