Frequently Asked Questions
- Any W-2s from all jobs
- The amount of your stimulus payment
- 1099s bank statements for year to date interest and dividends
- Mortgage statement for interest paid
- Real estate taxes paid
- If you bought or sold a house, you need to bring in the closing papers for the buy and/or the sell of the houses
- Work and home phone numbers
- Children’s social security numbers/date of birth
- Stock sale information if you sold stock
- Unemployment statement if you received any unemployment
- Any other information that you think might be relevant
Do I need an appointment?
- You do not need an appointment if you have been here before. You can drop off your information and a tax preparer will call you to conduct an OVER THE PHONE INTERVIEW. Be sure to include all information listed above as well as home and work phone numbers.
How long does an appointment take?
- If you have everything, an appointment should take about one half hour or less, depending on how complicated the returns are.
Does my spouse need to be present at the appointment?
- No, as long as you have all of their information. THEY MUST SIGN SIGN THE RETURN. YOU MAY NOT SIGN FOR YOUR SPOUSE. You may either take the forms to them or have them stop by the office.
In which cases should I talk to a tax preparer before I come in?
- You own a small business
- You were married or divorced during the year
- You own or sold a rental property
When will I get my refund?
- Usually 10 days to 2 weeks depending on when you come in to file and whether or not you have the refund put directly into your account
Are your preparers CPAs?
- Our tax preparers are updated each year on the new tax changes but they are not CPAs
What is electronic filing (E-File)?
- Electronic filing is a way of sending your information directly to the IRS electronically. It is the safest, fastest way to file and to get your refund back quicker.
Can I file electronically if I owe?
- Yes. We file all of our returns electronically at no charge. We give you coupons to pay your balance.
What is a long form?
- The long form is a where you claim real estate taxes paid and mortgage interest. If you do not own a home you generally do not need to file a long form.
I have a question that is not answered above. What should I do?
- Feel free to call either office or send us an email. Our locations page has all of our information.