For Claimants with a Valid State of Florida Reference Number from Refund CPA...
For Claimants with a Valid State of Florida Reference Number from Refund CPA...
Authorize RefundCPA to Process Your Claim For Refund Settlement
tHERE ARE SEVERAL WAYS TO GET STARTED.
AUTHORIZATION FORMS ARE ALWAYS REQUIRED
GATHER THESE TWO ITEMS:
- Your Processing Form
- Valid Federal ID
- Form Submission: www.RefundCPA.com
- Text: 813-257-0334
- Email: Info@RefundCPA.com
- Fax: 800-604-2580
- Mail: 10531 Bloomingdale Ridge Dr, Riverview, FL 33578
- We review, prepare, and submit all claim documentation on your behalf.
- We directly process and submit for disbursement with the State to ensure a smooth recovery process.
- When your claim is approved, a State of Florida certified check will be mailed to the address provided on your authorization form.
- You do not send any money to us from the check you receive.
ready to receive your refund
Enter Your Details Below to Begin
- Please enter your reference number below to confirm that you authorize Tracie Lowe, CPA to assist with the processing and recovery of funds held in your name through the State of Florida.
By submitting this authorization, I confirm that I am the claimant, owner, authorized representative, heir, beneficiary, or legally permitted party connected to the reference number listed above.
I authorize Tracie Lowe, CPA, acting as a State of Florida Trustee, to assist with reviewing, preparing, submitting, and communicating regarding my claim for funds.
I understand that this authorization allows Tracie Lowe, CPA to obtain & process claim-related documentation and that this authorization is not a guarentee of approval. I understand that services fee will be reduced from my recovery paid by the State of Forida directly to Tracie Lowe, CPA as authorized lcoators. I understand that I will NEVER be required to send any money to Tracie Lowe, CPA.
100% Secure - Privacy Guaranteed
A Trusted State of Florida Partner
CalL US: 813-685-8400
- Sunbiz Registration: G22000156125 | FL License: AC32497 | AD66673 Federal Tax ID Number: 20-3117140
When funds are owed to you, and the company is unable to find your location,
your money is transferred to the government as unclaimed property.
If you are unsure whether this is real, you may contact or visit our office directly.
813-685-8400
Meet Your Trustee,
Tracie Lowe, CPA
Tracie Lowe, CPA, is the founder of Refund CPA and an authorized State of Florida Trustee. She locates and helps rightful owners recover their funds ensuring a secure and efficient process from start to finish.
Tracie’s background includes years of experience in accounting, financial review, asset verification, tax resolution, and unclaimed property recovery. She understands that many people are unsure when they receive a notice about funds being held in their name. That is why Refund CPA provides a professional and transparent process.
When you work with Refund CPA, you are not working with a foreign call center or an unknown processing company. You are working directly with Tracie Lowe, CPA, a licensed professional who has built her reputation on trust, accuracy, and personal service.
If you have questions or do not believe the notice is real, you are welcome to call or visit the office for verification.
What our clients have to say...
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
'I was skeptical, but Tracie and her team were professional and transparent. They handled everything, and I received a check from the State for money I never knew I had. A truly fantastic and legitimate service!'
- Michael R.
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
'The process with Refund CPA was incredibly simple. I just had to provide my reference number and authorize them. A few weeks later, a state-certified check arrived in my mailbox. I couldn't be happier with the help.'
- Susan P.
Ready to Recover Your Funds?
AUTHORIZATION REQUIRED
Authorize Refund CPA to Process Your State of Florida Claim
- We review, prepare, and submit all claim documentation on your behalf.
- We directly process and submit for disbursement with the State to ensure a smooth recovery process.
- When your claim is approved, a State of Florida certified check will be mailed to the address provided on your authorization form.
- You do not send any money to us from the check you receive.
Enter Your Details to Begin
By submitting this authorization, I confirm that I am the claimant, owner, authorized representative, heir, beneficiary, or legally permitted party connected to the reference number listed above. I authorize Tracie Lowe, CPA, acting as a State of Florida Trustee, to assist with reviewing, preparing, submitting, and communicating to me. I understand that Tracie Lowe, CPA will process the recovery in accordance with the laws applicable by the State of Florida procedures. I understand that this authorization is not a guarantee of approval. I understand that services fee is a contingency fee that will be reduced from my recovery paid to Tracie Lowe, CPA by the State if Forida. I will NEVER send any money to Tracie Lowe, CPA.
100% Secure - Privacy Guaranteed
A Trusted State of Florida Partner
Call Us: 813-685-8400
If you are unsure whether this is real, you may contact or visit our office directly.
Meet Your sTATE Trustee
Tracie Lowe, CPA
Tracie Lowe, CPA, is the founder of Refund CPA and an authorized State of Florida Trustee. She locates and helps rightful owners recover their funds ensuring a secure and efficient process from start to finish.
Tracie’s background includes years of experience in accounting, financial review, asset verification, tax resolution, and unclaimed property recovery. She understands that many people are unsure when they receive a notice about funds being held in their name. That is why Refund CPA provides a professional fast, trustworthy, and transparent process.
When you work with Refund CPA, you are not working with a massive or foreign call center. Nor an unauthorized or unknown processing company. You are working directly with Tracie Lowe, CPA, a licensed professional who you can directly talk to. She has built her reputation on trust, accuracy, and personal service.
What our clients have to say...
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
'I was skeptical, but Tracie and her team were professional and transparent. They handled everything, and I received a check from the State for money I never knew I had. A truly fantastic and legitimate service!'
- Michael R.
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
'The process with Refund CPA was incredibly simple. I just had to provide my reference number and authorize them. A few weeks later, a state-certified check arrived in my mailbox. I couldn't be happier with the help.'
- Susan P.
Ready to Recover Your Funds?
Frequently Asked Questions
What is unclaimed property and how does it happen?
Unclaimed property typically refers to financial assets that have been dormant or unclaimed by the owner for an extended period. This can include forgotten bank accounts, uncashed checks, and abandoned safe deposit boxes.
How do I verify that this is not a scam?
We understand concerns about legitimacy. Tracie Lowe, CPA is a reputable accounting firm with a proven track record for over 25 years. You can verify our credentials through official channels such as Google Reviews (RefundCPA.com &Tracie Lowe, CPA), Better Business Buereau, and our social media channels (#TracieLoweCPA, #RefundCPA). We encourage you to independently research our firm's reputation for any concerns.
What do I do with the letter I received?
If you received a letter regarding funds owed to you individually complete the Unclaimed Property Recovery Agreement and provide a photocopy of your selected Government ID. A Valid ID is a Driver's License, Passport, State ID, or Military ID (Both Sides).
How can I send the necessary documents?
You can send the required documentation of your preference as follows:
You may mail to: 10531 Bloomingdale Ridge Dr. | Riverview, FL 33578
You may fax to: 800-604-2580*
You may text to: 813-257-0332*
You may email to: Info@RefundCPA.com*
*Follow up these methods with mailing the original documents.
We are pleased to provide clients with the convenience of electronic submission through our electronic e-signature through DocuSign program! Just email us with your ID for validation and enter the reference number requesting electronic signature.
Why should I choose your company for customer care and support?
We take pride in being family-owned and operated, ensuring a personal touch in every interaction. Unlike call centers or outsourced support, we answer our phones directly, offering you immediate and personalized assistance from people who truly care about your needs. With us, you’re not just a client—you’re part of our family.
How do I get started with Tracie Lowe, CPA for unclaimed property recovery?
Simply reach out to our office and our team will guide you through the initial steps, including providing necessary information and initiating the recovery process on your behalf. To begin the recovery we will need the signed Agreement To Recover and a copy of a Valid ID.
1. Unclaimed Recovery Agreement
2. (A) Valid ID OR (B) Notarized Statment Form
A. Valid ID (Valid ID Includes: Driver's License, Passport, State ID, Military ID (Both Sides))
B. Notarized Statement (Signed & Stamped by a Notary that validates your ID) **note it can not say personally known.
I do not have a valid form of identification, what can I do to verify my identity?
It is possible to properly identify the owner with an Affidavit Attesting to Claimant's Identity Form. This form can be used in place of identification for an individual who do not possess a valid (non-expired) ID, have been deemed disabled, and/or are medically unable to obtain a valid non-expired accepted ID. This form requires two individuals to appear in front of a notary on the individual's behalf. They each will present their required ID in the presence of the Notary verifying the signee's identity. Note that identification must be presented for each affiant and validated by the notary. The form can not be completed as "personally known" as the ID must be validated by the notary's signature.
How does Tracie Lowe, CPA assist in unclaimed property recovery?
Tracie Lowe, CPA specializes in identifying and recovering unclaimed property on behalf of individuals and businesses. Our experienced team navigates the complex process of locating and reclaiming these assets efficiently. We are able to gather documents, process them directly, and monitor its approval status for your check to be sent to you. We have open communication with our clients throughout this process via our business text line.
Who is eligible to recover unclaimed property?
Anyone who is the rightful owner of unclaimed property can initiate the recovery process. This includes individuals, heirs, and beneficiaries.
What types of unclaimed property can be recovered?
Unclaimed property can take various forms, including bank accounts, insurance policies, stocks, bonds, and more. Our expertise covers a wide range of asset classes.
How long does the unclaimed property recovery process take?
The duration can vary based on the complexity of the case and the responsiveness of the relevant institutions. However, our team works diligently to expedite the process. A normal recovery time is between 90-120 business days.
The person the letter addressed to is deceased?
If you have received a letter regarding funds owed to a deceased spouse, relative, or trust, please contact our office to convert the refund settlement to an Estate Recovery Case. Processing for Estate Cases is dependent on details surrounding the decedent's estate, probate, will, executor, heirs, etc. We will be happy to advise on how to move forward with your specific case. Often, we will need to review the contingency agreement for adjustment as Estate recovery involves more extensive processing.
Is there a fee for Tracie Lowe, CPA's unclaimed property recovery services?
Our fees are contingent on successful recovery and paid directly to us from the State of Florida Dispursement Department. Meaning we are only paid if we successfully help you reclaim your unclaimed property. It is deducted from the recovery amount. The claiment never sends us any money.
What if I don't have all the necessary documentation for the unclaimed property?
Our team will guide you through the documentation process and assist in obtaining the required information. Most times our team with gather the necessary information for the required recovery during our processing procedures. However, sometimes documents like a will, probate, or trust document strengthens your case.
Will I have access to updates and new content?
Yes, as a participant, you'll receive updates and access to new content regularly. We are committed to providing you with the latest insights and strategies to ensure your ongoing success. Simply send us a text, email, or call.
Are there any time limitations for claiming unclaimed property?
Each state has its own statutes of limitations, and it's essential to initiate the recovery process as soon as possible. Delays may impact the eligibility to recover certain assets.
How do I contact customer support if I have additional questions?
You can reach our customer support team by emailing Info@RefundCPA.com. We're here to assist you with any questions or concerns you may have..
Tracie Lowe, CPA @ 2026. All Rights Reserved
10531 Bloomingdale Ridge Dr
Riverview, FL 33578
813-685-8400 MAIN
813-257-0332 TEXT
800-604-2580 FAX
Info@RefundCPA.com