Frequently Asked Questions
Get answers to all your pressing questions about tax preparation and our company. Don't see your question listed here? Get in touch with us.
The day all of your information is received, your taxes will be filed and you will receive a signature page either in the mail, in person, or electronically. Once you have signed the page and it is mailed or submitted to the IRS, your refunds will be processed and sent out to you.
We are a family business and we do not employ seasonal help. We are all experienced and you may contact us and we are committed to serving you on a personal level. Additionally, we have a low overhead, and therefore can pass the savings onto you, our clients.
Gross income is referring to the amount a person is paid before deductions are taken. Net income is the amount received after deductions are considered.
Itemizing is when you list expenses individually. This should be done if expenses equal 10% or more of your gross income. You may benefit if: you had large medical expenses, especially if insurance did not cover; you had large un-reimbursed employee business expenses; if you had large losses due to theft; or if you made large contributions to charities.
The following is a list of items and information that is required to file your taxes either in person or digitally.
- Legal Names of all parties
- Social Security Numbers for all parties
- Dates of Birth for all parties
- All W-2 Documents from employers
- Physical Address and Phone Number
- All 1099 Documents if self-employed
- All expenses for self-employed business(es); for example: mileage, office supplies, uniforms (if applicable)