What exactly is a Tax Return Score?
A: Do you remember coming home from school and having to explain a D on your report cards? We assign a letter grade and numerical score to the tax return. Further, we evaluate nearly every line item on a tax return by utilizing a series of algorithms based on statistics we complied from 143 million tax returns resulting in an indicator of an individual’s financial strength beyond a credit score. Scoring is completed by subtracting points based on tax deviations from IRS averages to arrive at an overall grade and score.
What types of professionals can benefit from scoring tax returns.
A: Busy professionals who wish to maximize their ability to quickly measure financial strength will benefit.
Can an individual use tax scoring if their credit history contains errors?
Yes, people with poor credit scores caused by identify theft, reporting errors – or lack of traditional credit history – will benefit from this innovative method of demonstrating their ability to repay debt.
What is the range of your letter grades and score?
A: The scoring system ranges from a high of A+ to a low of U. (See below)
| Grade | Explanation | |
| A- to A+
(90-100) B- to B+ (80-89) C- to C+ (70-79) D- to D+ (60-69) U ( < 60) |
Excellent Good Average Poor Unsatisfactory |
How much does it cost to obtain a Tax Return Score and IRS transcripts?
A: The cost to receive a preliminary asset search report is $145.00.
How do I set up an account?
A: You will need to complete the new account application located on the home page.
Where could I review a sample report?
A: Go back to the home page and click the Sample Report link.
What type of security system do you maintain to protect confidential data?
A: To protect sensitive data, we employ a variation of DES encryption method with a key strength of 768 bits. This is much more secure than the 40 or 128 bit government standard. The data files created by the program are encrypted and stored in a binary format, and therefore are protected from viewing by unauthorized users.
What do we receive when we order a tax score?
You will receive the following:
- IRS Tax Transcripts
- Transcript Summary
- Tax Return Grade & Score
- Monthly Cash Flow Analysis
- Summary of Individual Tax Returns
- Deluxe 4506-T Deluxe Report (if ordered)
