What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

RefundCPA, 10531 Bloomingdale Ridge Drive, Riverview, FL (2026)

We are a State of Florida Accredited Certified Public Accountant Firm entrusted & authorized by the State as a Trustee to locate you, process your paperwork, & return refunds from abandoned lost, canceled, or inheritance cash accounts. Contact us today. 813-685-8400 or visit our website at www.RefundCPA.com. Also, visit Better Business Bureau our CPA Tracie Lowe, CPA for more information.

05/07/2026

Choosing the right professional can save you time, money, and stress. Here are the Top 3 things I believe you should look for before hiring anyone for your business or financial needs:

✅ 1. EXPERIENCE THAT MATTERS
Not all experience is equal. Look for someone who has real-world knowledge, years in the industry, and experience handling situations similar to yours. Credentials are important, but application matters even more.

✅ 2. COMMUNICATION & AVAILABILITY
A true professional doesn’t disappear after payment is made. You should feel comfortable asking questions and receiving clear explanations—not confusing answers or delayed responses for weeks.

✅ 3. REPUTATION & TRUST
Research reviews, referrals, and consistency. A professional’s reputation tells a story before you even meet them. Integrity, transparency, and professionalism should always come first.

Bonus Tip from Tracie Lowe, CPA:
Don’t choose solely based on price. The cheapest option can sometimes become the most expensive mistake later.

Learn something new every day.
— Tracie Lowe

04/29/2026

Tracie Lowe is a Certified Public Accountant (CPA), financial strategist, and business leader known for helping individuals and businesses navigate complex financial situations with confidence.

She is the owner of multiple brands including:

* OnPoint Tax Relief – specializing in IRS resolution and tax strategy
* OnPoint Financial Services – providing accounting, audit, and advisory services
* RefundCPA – focused on locating and processing refund settlements and unclaimed funds

With over 30 years of experience, including time at a Big 4 firm and serving as a Corporate CFO for a multi-million-dollar global company, Tracie brings both high-level corporate expertise and real-world problem-solving to her clients.

Today, she is recognized for:
✨ Turning complex tax situations into clear strategies
✨ Helping clients legally minimize what they owe and protect their income
✨ Providing year-round support—not just during tax season
✨ Building businesses and teaching financial literacy through initiatives like OnPoint Futures

At her core, Tracie Lowe is more than a CPA—she’s a financial advocate, strategist, and educator committed to helping people gain control of their financial future.

04/14/2026

💡 DID YOU KNOW…?

Yes — “loopholes” exist in the tax code… but they’re really built-in exceptions designed to help you when life happens.

👉 One of the biggest ones involves your retirement account withdrawals.

⸻

📌 Example of a Tax Code Exception:

Normally, if you withdraw money early from a retirement plan like a
401(k) retirement plan or an
Individual Retirement Account (IRA) before age 59½…

🚫 You pay a 10% early withdrawal penalty
💸 PLUS regular income taxes

⸻

BUT HERE’S THE EXCEPTION 👇

There are 10 situations where that 10% penalty is waived:

💥 That means you can access your money without the penalty — if you qualify.

⸻

🧠 The Real Message:

This isn’t a “loophole”… it’s the tax code giving you flexibility when you need it most.

The difference between paying penalties and keeping your money often comes down to:
✔️ Knowing the rules
✔️ Timing your withdrawals
✔️ Having the right strategy

⸻

📣 Don’t assume you’ll be penalized — you may qualify for an exception.

Let’s make sure you withdraw smart, not costly.

📲 813-685-8400
🌐 www.TracieLoweCPA.com

Tracie Lowe, CPA
Because knowing the rules changes the outcome 💼✨

04/11/2026

A dormant trust can completely destroy the reason you created it.

If no one is watching the accounts or knows where the documents are, the assets inside the trust may eventually be turned over to the state as unclaimed property. When that happens, your full intent to transfer those assets to your loved ones through the trust can be lost, delayed, and become much more expensive to recover.

3 things every family should do today:

✔️ Make sure the trustee has the signed trust documents and knows where they are stored.

✔️ Monitor the trust bank and investment accounts regularly so they do not become dormant.

✔️ Name an alternate trustee in case the first trustee cannot serve.

You worked too hard to build your assets. Don’t let a dormant trust leave your family fighting the state to recover what was meant for them.

:::

04/01/2026

💨 Another successful refund settlement delivered!

One claimant received a $3,000 refund settlement in just 14 days from the time their documents were received. Their paperwork was processed, confirmed, and their check was mailed quickly.

While this timeline is not typical, it can happen when everything needed is submitted promptly and there are no delays in verification.

At Refund CPA, every case is handled individually. Some claims take longer depending on the documents, research, and confirmation process required.

The important thing is this: once your information is received, our team works hard to move your claim forward as quickly and accurately as possible.

✨ $3,000 confirmed
✨ Processed in 14 days
✨ Check mailed

Handled by Tracie Lowe and the Refund CPA team.

Address

10531 Bloomingdale Ridge Drive
Riverview, FL
33578

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18136858400

Website

http://www.RefundCPA.com/

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