FREQUENTLY ASKED QUESTIONS
Have questions? Our FAQ section covers everything from required documents to refund timelines. Get quick answers and feel confident in the process.
What documents do I need to prepare my tax return?
When you complete our intake form, you’ll be prompted to upload specic documents based on your tax situation. This helps make sure you provide only what’s needed. (Link to Client Resources checklist)
Can you help if I haven’t led taxes in previous years?
Yes! We can help you le for past years to catch up and avoid penalties.
How long will it take to get my refund?
Most e-led refunds arrive within 21 days, but paper returns can take longer. You can track your refund status anytime on the IRS website using Where’s My Refund?.
Do I qualify for a refund advance?
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What if I owe taxes and can’t pay right now?
The IRS offers payment plans. We can help you set up a manageable plan to pay over time.
What should I do if I received a letter from the IRS?
Don’t worry! Send us a copy, and we’ll help you understand what it means and what to do next.
Can I claim my child as a dependent?
Yes, if they meet certain IRS criteria. We’ll help you confirm if they qualify. (Link to Client Resources)
Are there deductions for self-employed individuals?
Yes, like home office expenses, mileage, and supplies. We’ll make sure you claim all eligible deductions. (Link to Client Resources)
What if my return is selected for an audit?
We offer audit support and will guide you through the process to make sure you’re covered.
Do you file both federal and state returns?
Yes, we handle both federal and state filings to keep things simple for you.
Can you help me file as a business owner?
Absolutely. We work with all types of businesses to ensure accurate lings and maximize deductions.
What’s the difference between a deduction and a credit?
Deductions lower your taxable income, while credits reduce the actual tax you owe. We’ll help you make the most of both.
How can I track my refund?
Use the IRS “Where’s My Refund?” tool here. You’ll need your Social Security number, ling status, and refund amount.
Do I qualify for the Earned Income Tax Credit (EITC)?
This depends on your income, family size, and ling status. We’ll check if you’re eligible when we prepare your return.
Can I deduct medical expenses?
Yes, if they exceed a certain amount of your income. We’ll check to see if it’s worth it for you
How long should I keep my tax records?
Keep them for at least three years, but longer is better if possible.
Can I file my taxes if I don’t have all my forms yet?
It’s best to wait, but we can help you get any missing forms if needed.
Do you offer payment plans for tax prep fees?
Yes, we have flexible payment options. Just ask, and we’ll work with you!
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