Frequently Asked Questions

Tax Return Questions

Typical Personal Tax Documents Include:

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

Please see this Document for a Detailed Tax Organizer: Tax Organizer

New Clients, Please Fill Out This Form: New Client Intake Form

When you are ready to begin the tax preparation process, please contact our office.

We will then:

Send you an Engagement Letter
Send you an Invoice
Once the Engagement Letter is signed AND the invoice is Paid, we will then put your return in line to be prepared.
If we have any questions during the preapration, we will call you.
When your return is ready for you to review, we will call or text you.
We will email or print your return for you to review.
Once you (and your spouse) have reviewed and signed the return, we will E-File it for you.
After your return is filed, it is then in the IRS’s hands, and we no longer have control of it. You will need to contact the IRS with any questions.

Yes.

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 new Filing Deadline is September 15th(S-Corps and Partnerships) and October 15th (Indivuals and C-Corps)

You can check the status of your refund at https://www.irs.gov/refunds/about-refunds

Please see the information on Personal Returns for more information.