Frequently Asked Questions
When will I receive my tax refund?
Once the IRS approves the tax return, it usually takes between 7-21 days. If the return has Earned Income Credit, the IRS will not release funds until AFTER February 15th. You can always click on “where’s my refund? IRS” on the left of this screen to keep track of your refund. You will need your social security number, filing status, and refund amount.
Do I need my health insurance information?
You do not have to worry about tax forms for insurance UNLESS you received insurance through the Healthcare Marketplace. If you received coverage through the Marketplace, even for just 1 month, then you must bring in your 1095-A form to prepare your return. If you have not received the 1095-A form in the mail, you can access it through your Marketplace account.
www.healthcare.gov
What do I need to bring?
If you are coming to our office for the first time, we will need to see two forms of identification. Normally that would be your drivers license and social security card. We will also need social security cards for any dependents you will be claiming on your return. Also, if you could bring a copy of your last year’s tax return, it would be helpful.
In addition to the above please be sure to bring:
1. All sources of Income, including W-2’s, 1099’s, stock sales, social security statements, K-1’s, HSA distributions, etc.
2. A summary of income and expenses from rental properties, self employment, farms, etc.
3. Mortgage interest, real estate taxes, personal property taxes and donations
4. Out of pocket medical expenses IF they exceed 7.5% of your income
5. Information from your daycare provider
If you have a more complex scenario and want to know what to bring, please give us a call.
How much is my tax refund?
Your refund amount is shown on line 21A on your 1040 return.
What do I need to claim dependents?
You’ll need some paperwork showing that they lived with you during the current tax year. It can be school records, daycare records, medical records, etc. Just something to prove that the dependent lived at your address.
How much is it to file a tax return with your company?
About 90% of our tax returns are between $115 - $250. We charge based on the amount of work we do for you as well as the forms needed to accurately prepare your return. If you would like a more specific price, please call the office and one of our tax preparers will be happy to give you a quote.
How do I pay for my services? Can I have my fees withheld?
We accept all credit and debit cards as well as checks and cash. We also offer products that will allow you to have our fees withheld from your refund. Although we don’t charge extra to have your fees withheld, there is a bank fee. We will be happy to discuss all of your options when we prepare your return.
Can I drop off my information and come back when it’s ready?
Absolutely. We’ll have you fill out a bit of information for us and work on it while you take care of the rest of your life.