If You Own Property Flooded by Harvey,
Including a House, Commercial Property or an Auto,

You Likely Qualify for a Federal
Income Tax Refund

Depending on your situation, you may qualify for a federal tax refund. You can take steps to get your
refund now and use the cash to begin your property repairs sooner than later.

Yes, it’s true.

The IRS tax code provides regulations that allow you to deduct losses suffered as a result of a disaster - like Hurricane Harvey. You can claim the losses on your tax return.

Most clients with whom we’ve talked are filing an amended tax return for 2016 so they can get the refund now…cash sooner than later is always better.

This make sense to you?

Help me Get My Refund Now!

How does it work? The Harvey Federal Tax Refund Program includes three simple steps:

  • 1 First, we want you to understand that the IRS is expediting refunds related to Hurricane Harvey. You could have your refund within 3 weeks from the date of filing your return. O’Connor can work with you to expedite the paperwork so your amendment is filed quickly. This can be much quicker than insurance recovery. Potentially recover all federal income taxes paid in 2016, and get the money in less than a month from the IRS!
  • 2 We’ll schedule and complete a quick conversation to review the specifics of your individual situation. During that conversation we’ll review the estimated refund. Our fee is a flat fee but will NOT exceed 10% of your tax refund. Most importantly, we get paid only when you get paid. No tax savings; no fee.
  • 3 If you agree, you’ll complete and sign a letter of engagement, and then we take care of everything. This allows us to coordinate the completion of the appraisal and preparation of your IRS Form 1040x, and IRS Form 4684, which you’ll need to submit with your tax return. O'Connor can typically complete the process in a very quick time frame.
  • And of course, anytime you have any questions, we’ll be there to answer it for you.

Can You Trust Us?

Great Question.

Over 100,000 clients annually rely on O'Connor for tax reduction, including both property tax and federal income tax. We have been continuously serving clients for more than 30 years.

As seen on TV

 

P.S. If you are not sure whether or not to proceed:

  • 1 Many property owners are not aware of the ability to get a tax refund now. See the IRS regulations here.
  • 2 This is almost certainly the fastest way for you to get a meaningful amount of cash, perhaps $30,000 to $50,000 in refunds if you did not have flood insurance.
  • 3 Why us? We take care of everything quickly and efficiently. We know what is needed and can do our part quickly.
  • 4 There is no fee if we do not reduce your taxes or get you a refund.
  • 5 If you proceed now, you can probably have your refund in less than a month.

What’s Next?

Confirm (and modify the information if necessary) in the form below.

This program is only for properties within the state of Texas.

  • Casualty Loss Tax Refund Coordination Service Agreement

    This Agreement is entered into between the below named Property Owner (hereinafter “Client”) and Patrick O’Connor & Associates, L.P. (hereinafter “O’Connor”). Client engages O’Connor to provide the casualty loss coordination services described below (hereinafter “Services”). Casualty Loss Tax Refund Coordination Service Agreement This Agreement is entered into between the below named Property Owner (hereinafter “Client”) and Patrick O’Connor & Associates, L.P. (hereinafter “O’Connor”). Client engages O’Connor to provide the casualty loss coordination services described below (hereinafter “Services”). 1. Coordination Services Option 1 O’Connor will engage a third party appraiser to determine the amount of your casualty loss in accordance with IRS guidelines. O’Connor will engage a third party tax preparer to prepare IRS Casualty Loss and Thefts Form 4684 based on your casualty loss. O’Connor will provide you with a casualty loss valuation summary, the related IRS Casualty Loss and Thefts Form 4684 and instructions for filing or amending your tax return. Option 2 O’Connor will engage a third party appraiser to determine the amount of your casualty loss in accordance with IRS guidelines. O’Connor will engage a third party tax preparer to prepare IRS Casualty Loss and Thefts Form 4684 based on your casualty loss and prepare an original or amended tax return on your behalf in accordance with 26 U.S. Code §165. O’Connor will provide you with an original or amended tax return to be filed with the IRS. If you select Service Option 2, you must provide O’Connor with a copy of your prior filed tax return or signed authorization for O’Connor to obtain your tax transcripts from the IRS (Form 4506T). If you fail to provide this information within 2 weeks of the engagement, O’Connor will provide Service Option 1 by default. O’Connor will facilitate the procurement and exchange of information and documents between you, the appraiser and the tax preparer and O’Connor will pay all expenses and fees associated with the engagement of all third parties. In the event you are audited by the IRS in connection with the services provided under this Agreement, O’Connor will provide you with any necessary documentation to support the services performed by the appraiser and tax preparer. 2. Fee. In exchange for the Coordination Services, you agree to pay O’Connor a fee. In no event shall the stated fee exceed 25% of the tax savings obtained by you as a result of the casualty loss. The fee will be waived in full if you do not obtain a tax savings as a result of the casualty loss. Verification of tax savings may be required. If you select Service Option 1 (or this option is provided by default), the above stated fee will be discounted by 10%. You will be invoiced upon delivery of the casualty loss valuation summary and related IRS casualty loss form and payment will be due within 30 days of invoicing. If you select Service Option 2, you will be invoiced upon delivery of your original or amended tax return and payment will be due once the tax savings are generated. Beginning thirty days after the invoice becomes due, you agree to pay interest on any unpaid balance at a rate equal to the lesser of the maximum lawful interest rate allowed by applicable Texas law or eighteen percent per annum (pre-judgment and post-judgment). A separate fee structure may be negotiated if you request a service that is outside the scope of the Coordination Services described in Section 1 of this Agreement. An example would be a full appraisal report. 3. Client Representations/ Authorizations. You represent that you will provide O’Connor with accurate and truthful information necessary to determine the casualty loss and provide the Services under this Agreement. If you are unable to provide copies of prior filed tax returns, you authorize O’Connor to obtain your tax transcripts for the 2013-2016 tax years from the IRS (via IRS form 4506T). You hereby give O’Connor a limited power of attorney to execute IRS form 4506T on your behalf and you further authorize O’Connor to use a third party vendor to process the 4506T form and request your tax transcripts from the IRS. You consent and authorize O’Connor to disclose the provided information to the engaged third parties described in this Agreement. Engaged third parties will rely solely on the information provided by you to O’Connor in performing their services. You should maintain copies of all documents, photographs, receipts, and other information related to the casualty loss. O’Connor will not return copies of documents, photos, etc. upon completion of the engagement. You understand and agree that you have the final responsibility for all returns filed with the Internal Revenue Service so they should be reviewed carefully before signing. O’Connor shall have no liability for inaccurate or false information provided. 4. Confidentiality. All written and oral information and material disclosed to or provided to O’Connor under this Agreement is considered confidential information. O’Connor agrees that it will not disclose your confidential information to any third party except as otherwise provided in this Agreement or unless required to do so in response to government, judicial, administrative or legal action. 5. Termination. This Agreement may be terminated by either party with 10 day written notice to the non-terminating party. You agree to pay a termination fee equal to 50% of the coordination fee outlined in Section 2 of this Agreement if Client elects to terminate this Agreement after the expiration of 5 days from the Agreement date. 6. Limitation of Liability. You agree that to the fullest extent permitted by applicable law, in no event will O’Connor’s aggregate liability for any and all claims related to the Services provided under this Agreement exceed the amount of the fee payable under this Agreement. 7. Dispute Resolution. All disputes arising out of this Agreement shall be settled by binding arbitration as governed by the American Arbitration Association. The place of arbitration shall be in Houston, Texas and Texas law shall apply. Any judgment issued by a 3-person arbitration panel shall be binding. 8. Disclaimer of Guarantee. You understand and agree that O’Connor is providing no warranty, representation or prediction as to the outcome of any tax matter. This Agreement is effective as of the date signed by Client and supersedes all prior agreements and understandings between the Parties. You acknowledge that you have read this Agreement and you consent to be legally bound by the terms and conditions contained in this Agreement. You further agree that your electronic acknowledgement is the legal equivalent of your manual signature on the Agreement.
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We protect your privacy. Your information will not be shared.

And if you have any questions, call us now at (832) 917-0508.