Frequently Asked Questions
Everything you need to know about working with our firm, submitting documents, and getting your tax return completed.
Tax Questions
Getting Started
Pricing Questions
Sending Documents
New Client Information
IRS Questions
Tax Return Questions
Common questions about filing requirements, deadlines, and preparation.
Please see this Document for a Detailed Tax Organizer: Tax Organizer
Typical Personal Tax Documents Include:
- Previous Two Years’ Tax Returns
- W-2 – Wages from employment
- 1099-NEC – Nonemployee compensation (contractors)
- 1099-MISC – Miscellaneous income
- 1099-INT – Interest income
- 1099-DIV – Dividend income
- 1099-B – Stock/crypto sales
- 1099-R – Retirement distributions
- SSA-1099 – Social Security benefits
- 1098 – Mortgage interest
- 1098-T – Tuition statement
Business Documents Needed:
- Previous Tax Return
- Profit and Loss Statement
- Balance Sheet for the past Two Years
- EIN Document
- If there are partners:
- Partner Name
- Partner Social Security Number
- Partner Address
- Partner’s Percentage of the Company
- You can Drop your Documents off in person at our office.
- You can Email Us your Documents.
- You can fill out our Portal Invite Form.
- We Do Not automatically file extensions. You must contact us and request an extension.
- Please fill out this form and return it to our office.
- We will then send you an invoice for the $50 filing fee.
- Once the invoice is paid, we will then file an extension for you.
- The extension postpones the Filing Date, not the Tax Due Date for six(6) Months
- The extension Filing Deadline is September 15th(S-Corps and Partnerships) and October 15th (Individuals and C-Corps)
Pricing
Tax return pricing varies based on complexity.
Getting Started
Our process is designed to make tax preparation simple and organized from start to finish.
Contact Our Office
Schedule your appointment or request onboarding information.
Complete Intake Forms
Fill out the new client questionnaire and organizer.
Submit Documents
Upload through the portal, secure email, or drop off documents at our office.
Tax Preparation
If we have all of your documents, preparation takes 2-4 weeks.
Review and Filing
Once signed, we file the return with the IRS on your behalf.
Additional Process Questions:
After you submit your documents, we will send you an engagement letter and an invoice. Once the engagement letter is signed and the invoice paid, your return will be placed in our preparation queue.
If additional information is needed during preparation, our office will contact you. When your return is ready, we will notify you for review and signature. After all required signatures are received, we will electronically file the return with the IRS.
**After filing, any IRS processing questions or delays must be handled directly with the IRS.**
Pricing Questions
Tax return pricing depends on the complexity of the return and supporting schedules.
Basic W-2 personal tax returns generally begin at $395. Pricing varies based on filing complexity, business activity, rental properties, investments, and additional schedules.
Need a Quote?
Contact our office for a personalized estimate based on your filing needs.
Sending Documents
We offer several secure and convenient ways to submit your tax documents.
Secure Portal
Clients must first receive a portal invitation from our office before documents can be uploaded securely.
Existing portal users may log in after receiving their invitation.
Secure Email
Send documents through our encrypted email system when requested by our office.
Office Drop-Off
Documents may also be delivered directly to our office during business hours.
Important:
Please notify our office after uploading documents to the portal to ensure timely processing.
- Login to your QuickBooks Online
- Go to the Gear in the Upper Righthand Side
- Select Manage Users
- Accounting Firm
- Enter Our Firm ID: 3508 28516
- Contact Us and let us know that the invite has been sent.
Ready to Get Started?
Complete our new client intake form to begin the onboarding process with our office.
IRS Questions
Helpful information regarding IRS notices, processing, payments, and common tax questions.
IRS Support
Helpful information regarding notices, refunds, payments, and IRS processing.
Below are some of the most common IRS notices and the recommended next steps.
Common IRS Notices
If the IRS requests identity verification, please follow the instructions provided in your IRS notice. Most taxpayers may complete the verification process online using the IRS identity verification tool.
You may need your IRS notice, Social Security Number, and prior tax return information to complete verification.
If the IRS was unable to direct deposit your refund, you may receive a notice asking you to log in to your IRS online account to verify or update your banking information.
Please follow the instructions included in your IRS notice as soon as possible to avoid additional delays.
The IRS may send processing delay notices when additional review time is needed. In many cases, no action is required unless the notice specifically requests information or documents.
Processing delays have become increasingly common and do not necessarily indicate a problem with your return.
If the IRS makes changes to your tax return, you may receive a notice explaining the adjustment. Please provide a copy of the IRS notice to our office so we may review the changes with you.
Do not ignore IRS notices, even if you are unsure whether the changes are correct.
The IRS may reduce or apply your refund toward certain outstanding federal or state debts, including prior tax balances, student loans, or child support obligations.
Please review the IRS notice carefully and contact our office if you have questions regarding the adjustment.
Tax returns may be rejected for several reasons, including identity verification issues, incorrect information, or previously filed returns. Please contact our office so we may review the rejection notice with you.
Processing times vary depending on the filing method, IRS backlog, and return complexity.
In many situations, we may assist with IRS communication after receiving a signed Power of Attorney from you and a retainer.
Once your return has been electronically filed and accepted, processing is handled directly by the IRS.
You may check the status of your federal tax refund directly through the IRS refund tracker below.
You will need your Social Security Number, filing status, and expected refund amount.
Use the links below to securely make an IRS payment or view step-by-step payment instructions.
Please contact our office if you are unsure which payment option to select.
IRS Online Access
Instructions for accessing your IRS online tools and identity verification services.
If you received an IRS Identity Protection PIN (IP PIN), you may retrieve it securely through your IRS online account below.
Please provide your current IRS IP PIN to our office before filing your return.
Need help setting up your IRS online account?
These short instructional videos will walk you through the process step-by-step.
Create and verify your ID.me account first. You will need a photo ID and access to your email or phone.
If you already have an ID.me account, you may skip Step One and proceed directly to accessing your IRS online account.
Once your ID.me account is verified, you may use it to access your IRS online account.
Document Retrieval
Helpful links for accessing important tax-related documents online.
The Social Security Administration now requires an ID.me account to securely access your Social Security Statement online.
Please follow the steps below:
You will need a photo ID, email address, and phone number to verify your identity.
After your ID.me account is verified, you may log in to view or download your Social Security Statement.
Please provide a copy of your Social Security Statement to our office once downloaded.
If you received health insurance through the Marketplace, you may download your Form 1095-A by logging into your Marketplace account below.
If you have an IRS account, you may access the 1095-A there as well. Follow these steps:
- Log in (or create) an account at IRS.gov → “Online Account for Individuals.”
- Go to the Records and Status tab (or “Information Return Documents” section).
- You should see the actual 1095-A form(s) listed alongside W-2s.
Please provide the complete 1095-A form to our office once downloaded.
Still Have Questions?
Contact our office for assistance with tax returns, IRS notices, document uploads, or account access..