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State & Local Tax Refund Process

Tax Services > State & Local Tax Refund Process

Step 1 Client Planning Meeting

Step 2 Identification of Potential Issues

Step 3 Compilation of Documentation and Preparation of Refund Petitions

Step 4 Presentation of State & Local Tax Refund
Petitions to Client for Approval

Step 5 NTR attends all Necessary Refund
Hearings and Conferences

Step 6 Receipt of Refund

Step 7 State & Local Tax Education Training/Seminars