2. Do I need an appointment? No. You do not need to make an appointment, although there are times when it is suggested.
3.What do I need to have on-hand to do my taxes? Every situation is different so this might vary, but there are a few basic things you should have with you;
Personal Information for each family member (birth certificates, school records, ssn, pictures id, etc.)
Income information (forms W2- 1099 Misc, 1099 Int, 1099 Div)
Deductions or expenses (medical expenses, real estate taxes, education expenses, mortgage interest, etc.)
Last year tax return
4. How long would take to do my taxes? Not too long, but if you are worried about having to wait long hours at the preparer's office, we suggest you schedule an appointment.
5. Do I have to pay the preparation right away? No. We offer several payment options for your convenience.
6.Can you do my taxes over the phone? Yes, although you also need to provide a copy of all related documents in order to complete the process. You can submit these by email or fax, or on our website.
7. Can I do my taxes online? Yes. We do offer a fully online solution, although we like talk to each of our clients over the phone before we submit a tax return.
8. Is my information secure with you? Yes. Every bit of information you submit to us through the website is highly encrypted and carefully managed.
9. Are you certified? Yes. Every one of our preparers is registered on the IRS and have their own PTIN (Preparer Tax Identification Number)
10. Can I preparer my own income taxes? Yes. Not everyone needs a CPA, specially if it is a very simple tax return that fits on a 1040EZ form. There are many free or relatively cheap options online that might be right for you.
1. Can I have my refund Direct Deposited? Yes. You can have your refund direct deposited to whatever bank account you want.
2.How fast will I get my refund? Generally, it is less than 10 days for electronically filed returns, and 14 - 21 days for paper returns. Of course, it could be more, specially in cases when an audit is triggered.
4. I received a different refund amount. What do I do? First, go to Where's My Refund and get a Refund Status. If you are still unclear, contact your preparer or the IRS directly.
5. I lost or damaged my refund check. Can I request another one? Yes. You can request a new refund check by filling out Form 3911 and sending it to the corresponding address.
6. I never received my refund. What do I do? You can ask for a new refund check by filling outForm 3911and sending it to the corresponding address.
7. I think the account number is incorrect. Can I change it? No. Once the tax return is filed, the account number can't be changed. It is highly important that you contact your preparer or the IRS directly to report this before it is deposited on said account.
8. Can you call the IRS on my behalf? Yes. You will need to sign and submit Form 2848 to us and pay the corresponding fee. The IRS will not provide any information to a Third Party without a proper Power Of Attorney.
9. The IRS sent me a letter instead of a refund. What do I do? Take the letter to your preparer and find out if there is an issue. If an action needs to be taken, your preparer should be able to provide guidance and represent you if needed.
Changes & Audits
1. Can I change the address on my tax return? Yes. You will need to submit Form 8822 to do so. Also, if you think the Refund check might be going to an incorrect address, you need to call your tax preparer or the IRS directly as soon as possible.
2. Can I change the bank account number on my submitted return? No. Once submitted, the bank account number can't be changed. It is highly important that you contact your preparer or the IRS directly if you think the refund might be going to the wrong account.
3. I forgot to put something on my return. Can I add it later? Yes. You might need to send a 1040X Amended Return.
4. I'm being audited? Can you help? Yes. We can represent you in case of an audit, although this might not be necessary. We also provide Audit Protection Service with our tax preparation services.
5. The IRS is proposing changes to my tax return. What now? You have been audited. Make sure you understand the proposed changes and the reason for them. DO NOT ignore it, since this might have repercussions that could potentially hurt your wallet and finances.
6. The IRS sent me a bill and I don't know why. This might be due to changes on your tax return made by the IRS. The IRS usually notifies the tax payer before making any changes. Your tax preparer will need these notices to better serve you. If you haven't received any previous notifications, your preparer might be able to help by requesting a Transcript by submitting Form
7. What is a levy? An IRS levy permits the legal seizure of your property to satisfy a tax debt. It can garnish wages, take money in your bank or other financial account, seize and sell your vehicle(s), real estate and other personal property.
8. I'm being audited? Do I need a lawyer or attorney? Not necessarily. Although being audited can be a very stressful process, many times you do not need Professional Representation at all. There are different kinds of audits, some more serious than others. Learn more...
9. Can you guarantee my refund if represented? We guarantee you will receive the Refund you are entitled for, considering the information you have provided is accurate and there are no missing pieces of information that might be essential.
11. What is an Offer in Compromise The Offer in Compromise, is an IRS program which allows qualified individuals with an unpaid tax debt to negotiate a settled amount that is less than the total owed to clear the debt. Find out if you qualify for an Offer in Compromise here.
If your questions are not answered here, feel free to contact us by email or call us.