Why should I file a tax return with the U.S. government?
Participants are encouraged to file a tax return because:
- Filing a tax return is required by U.S. tax regulations.
- Not filing a tax return may adversely affect your chances of obtaining a U.S. visa in the future.
- By not filing, you allow the government to keep the money that is rightfully yours.
What are the fees for the Tax Services?

Your refund will be sent to you less a tax refund processing fee — this means that you do not have to prepay for the service and if you do not qualify for a refund, you are not charged for the service. Processing Fees are a minimum $50 or 8% and are based on the amount of your refund. Processing fees include professional accountant support, document preparation, review, and submission.
I was not an AmerEx participant, can AmerEx still process my tax return?

Yes, AmerEx can process your tax return even if you did not participate in one of our programs. However, you must provide us with information regarding your program.
How does the process work?
1. AmerEx receives your Get Started Application and sends you a Refund Packet.
2. Complete and sign the Refund Packet forms and email them back to us.
3. AmerEx receives your W-2 form(s) from your employer(s) and files your tax return with the U.S. government.
4. AmerEx receives your refund and emails you stating that your refund is being sent to you.
How is the refund distributed to me?

AmerEx can send you your tax refund in a variety of ways, including wire transfer to a bank, check, or cash transfer via MoneyGram or Western Union.
What is the deadline for filing my taxes through AmerEx Tax Services?

AmerEx Tax Services requires all documents be submitted by March 15th to meet U.S. tax return filing deadlines. If you participated in a program in the past four years but did not file a tax return, you are still able to file a return. AmerEx requires past program information be included in your Get Started Application.
How long does the process take? *
AmerEx strives to get your refund to you as soon as possible. Keep in mind that Employers do not begin mailing W-2 forms until the end of January. Receiving your tax refund depends on when AmerEx receives:
- Your completed Refund Packet,
- Your W-2 form from you or your employer,
- The refund from the government.
* Terms and conditions apply.
If I use the AmerEx Tax Service, will I have to find and fill out all of the IRS tax forms?

No - that is the reason you are using AmerEx Tax Services. We will be autorized to handle this for you.