FAQ Accordion

FREQUENTLY ASKED QUESTIONS

WHAT DOCUMENTS DO I NEED TO PREPARE MY TAXES?

You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses, and self employed expenses and profits.

WHAT ARE THE BENEFITS OF USING A PROFESSIONAL TAX PREPARER?

Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.

CAN I E-FILE MY TAXES THROUGH YOUR WEBSITE?

Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.

WHAT SHOULD I DO IF I CAN'T PAY MY TAXES IN FULL BY THE DEADLINE?

If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.

HOW LONG DOES IT TAKE TO RECEIVE MY TAX REFUND?

The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.

WHAT IF I HAVE INCOME FROM MULTIPLE STATES?

If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.

WHAT HAPPENS AFTER I SUBMIT MY CLIENT DATA FORM?

One of our tax professionals will review your information and call within 24 hours for a free estimate.

WHAT DOCUMENTS DO I NEED TO VERIFY MY IDENTIFICATION?

ID, Taxpayer Social Security Card, and Dependent Social Security Cards.

WHAT DOCUMENTS DO I NEED TO VERIFY MY FILING STATUS AND ADDRESS?

Utility Bill, Lease, Cable Bill.

WHAT DOCUMENTS DO I NEED TO VERIFY MY DEPENDENTS RELATIONSHIP?

Birth certificate, Adoption statements, Government statements.

WHAT DOCUMENTS DO I NEED TO VERIFY MY INCOME?

W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.

WHAT SUPPORTING DOCUMENTS DO I NEED TO VERIFY MY SMALL BUSINESS OR SELF-EMPLOYMENT BUSINESS?

LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration.