What will be the charges for tax preparation?
Tax preparation charges depend on various factors such as tax documents you have, the forms required for tax preparation and the amount of time we will spend on doing any accounting work (in case of businesses/ rentals). Please email or call us for an estimation of tax prep charges.
Can you tell me the tax refund amount before I decide to file taxes with you?
Unfortunately, No. It takes time and resources for us to work on each client, therefore we have to charge you once we begin your return. We handle each client file with utmost care and make sure to include all possible deductions. We also provide you FREE tax saving tips and tax planning for next year, which rarely happens with other CPA/ tax preparation services.
Should I file my taxes early?
Yes, if you are getting a refund why wait? Enjoy the money in your account instead of with IRS. In rare instances, if you owe IRS you won’t have to pay taxes until April 15. If you file early you will know the amount you will have to pay IRS and can plan accordingly.
What information should I bring to you?Make sure to bring the following materials to your tax interview:
- Dependents’ Social Security numbers and dates of birth
- Last year’s tax return
- Wage statements (Form W-2)
- Any retirement benefit received (1099-R)
- Cash and non-cash charitable donations
- Mortgage or home equity loan interest paid (Form 1098)
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Childcare expenses and provider information
- Any other tax related paperwork you received
How quickly can I get my refund?
We will complete and e-file your tax return in ONE week or less from the day we receive all the paperwork from you. When you file electronically and choose one of the free IRS direct deposit options, you should receive your tax refund by direct deposit within approximately 8 to 15 days. You can also choose to have IRS mail you the check which takes approximately 21 to 28 days.