FAQ

We ask that you please bring any documentation that pertains to your meeting such as expense sheets, income, legal documents such as W2s, 1099-NECs, 1099-Rs, 1095-As, etc. We also request that you please bring a completed new client questionnaire to your initial meeting and a copy of the last years filed tax return. Anything additional that you think may be important, feel free to bring that along as well.

As each of our clients’ needs are unique to them, so will the work that we complete on their behalf and their invoice be unique. What does this mean? This means that a fresh out of college graduate with student loans and a single W2 will not use the same forms as someone who participates in day trading and owns multiple rental properties, each set up in their own LLC. As such, these two clients would receive different invoices as we charge by the forms that are utilized and required for each return.

Nothing. Our meetings, phone calls, and emails are free. We only charge when a work product is produced.

Generally, business federal tax returns are due on March 15th and personal federal tax returns are due on April 15th each year. If this date falls on a weekend or holiday, the due date is extended to the next business day.

We are more than happy to file an extension with the IRS on your behalf, at your request. This will extend the business federal tax returns deadline to September 15th and the personal federal tax returns deadline to October 15th of that same year. Again, if this date falls on a weekend or holiday, the due date is extended to the next business day.

The deadline to have all of your income, expense, and other relevant documentation to prepare your return for a business is March 1st and the deadline for personal documentation is April 1st.

Generally, we estimate that once we have all of your documentation, returns take three weeks from start to finish.

As soon as we have completed your return, we will reach out to you. You can either have your return mailed to you or you can drop by our office to pick it up. Once you’ve reviewed your return, just sign the 8879 form and return it back to us with payment of your invoice. Once we have both the signature form and your payment, your return(s) will generally be filed within one business day.

You can check the status of your tax refund using the IRS “Where’s My Refund?” tool available on the IRS website or via the IRS2Go mobile app.

You can check out our resources page for an instruction video that will show you step by step how to go through this process.

If you can’t pay your tax bill on time, you should still file your return by the due date and pay as much as you can. We can also request an installment agreement with the IRS on your behalf.

Your tax bracket is determined by your taxable income and filing status. The IRS provides tables that list the tax brackets and the corresponding income ranges for each filing status.

A tax deduction reduces your taxable income, which lowers the amount of income subject to tax. A tax credit directly reduces the amount of tax you owe, dollar for dollar.

Whether you need to file a tax return depends on your gross income, filing status, age, and whether you are a dependent. If you are unsure, feel free to come by for a quick meeting and we’ll help you determine what your filing responsibilities are.

You should keep records such as income statements, receipts for deductible expenses, and proof of credits claimed. Generally, keep records for at least three years from the date you file your return, or two years from the date you pay the tax, whichever is later, per the IRS.