You should bring your W-2 forms from
employers, 1099 forms for other income, any receipts for deductible
expenses, proof of health insurance, and last year's tax return, among
other documents.
You need to file a tax return if your income exceeds a certain threshold based on your filing status and age. Generally, if you earned income, it's best to check the IRS guidelines or consult with me
Common deductions include mortgage interest, student loan interest, and medical expenses. Tax credits might include the Earned Income Tax Credit or Child Tax Credit. We can review your situation to identify what applies to you.
Life changes like marriage, divorce, or
having a child can impact your filing status and eligibility for certain
deductions and credits. We’ll assess how these changes affect your tax
situation.
A tax deduction reduces your taxable
income, while a tax credit reduces your tax bill directly. For example, a
$1,000 deduction lowers your taxable income, whereas a $1,000 credit
lowers your tax owed by $1,000.
The deadline for filing your federal tax return is usually April 15. If that date falls on a weekend or holiday, it may be pushed to the next business day.
If you can’t pay your taxes by the
deadline, you should file your return anyway to avoid additional
penalties. You can set up a payment plan with the IRS to pay off your
balance over time.
Yes, you can file your taxes online using
e-filing services. I can assist you with this process if you prefer to
file electronically.
You can check the status of your refund
on the IRS website using their "Where's My Refund?" tool, or I can help
you track it during your appointment.
Don’t panic. Read the notice carefully to
understand what it’s about. You can bring the notice to me, and I’ll
help you respond appropriately
Yes, many tax preparation services offer a
Refund Anticipation Loan (RAL), which allows you to receive a portion
of your expected tax refund before your actual refund is processed. This
can help you access funds quickly, but it’s essential to inquire about
the terms and any associated fees.
Yes, many tax preparers offer the option
to deduct their fees directly from your tax refund. However, this
service usually comes with an additional fee, so it’s important to
discuss this option with your tax preparer to understand the costs
involved and how it affects your overall refund amount.
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Use this testimonial to highlight your professional experience and customer satisfaction
Use this testimonial to highlight your professional experience and customer satisfaction
Use this testimonial to highlight your professional experience and customer satisfaction