DOWNLOAD YOUR EBOOK TODAY: GUIDE TO ELIMINATING TAX DEBT & MAXIMIZING PROFITS

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Helpful Resources

Where's My Refund?

Why am I getting back less than I thought

How can I replace my lost W2 Form?

To find out the status of your refund click on the button below

Refund Status
Sometimes we misplace our W2 form, or perhaps did not receive on due to a move, or any other unfores

How can I replace my lost W2 Form?

Why am I getting back less than I thought

How can I replace my lost W2 Form?

Sometimes, due to unforeseeable circumstances, people misplace, or cannot get access to their W2 form.  Rest-assured, your missing W2 form is replaceable.  Click on the learn more button to be redirected to the IRS' website.

Learn more

Why am I getting back less than I thought

Why am I getting back less than I thought

Why am I getting back less than I thought

Sometimes your refund may be less than expected when your refund was intercepted by another government agency such as:

  • Child Support
  • Outstanding parking tickets
  • Gap in auto insurance
  • Outstanding Student Loans
  • Lien placed against your assets

CONSULTATION POLICIES

How much will it cost to prepare my Taxes?

There is no cookie-cutter cost for preparing tax returns. Tax preparation is like a snowflake.  No two tax returns have the same approach.  The dynamics involved in the preparation of each return is different because every individual goes about earning their income, differently and every person's household composition differs.  Therefore, in order for us to give you as accurate an answer to that question, we must ask you detailed questions to pinpoint an estimated price range.

Find out more

Why do I need a Tax Consultation?

We like to develop a rapport with our clients.  Everyone has a very different level of comfort when it comes to discussing something as personal as their finances, and it is important for both the clients, and the tax experts to first learn if they're a good fit for one another.  Additionally, we like to learn as much as we can about your financial situation so we can apply the best tax strategies specific to your needs.

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What should I expect during my Tax Consultation?

What should I expect during my Tax Consultation?

It is important both the Tax Expert and the Client adequately prepare for your scheduled Tax Consultation.  Proper preparation is key to making the best use of each other's time.  Our "FREE" 30 minute 1-on-1 Tax Consultation outlines a description on what to expect.

Find out more

What if I decide to use your service?

What if I decide not to use your services?

What should I expect during my Tax Consultation?

Should you decide to use our service, CONGRATULATIONS! You made a great decision!  Our Tax Experts are eager to share their tax advice, to customize  best strategies for your specific tax preparation needs.


Additionally, all fees paid out for your Tax Preparation will be applied to the balance of your Tax Preparation fees.


For Example:  Debbie paid $52.95 for a Basic Tax Consultation.  Debbie's Tax Preparation fees were $252.95.  Debbie's final balance was: $200 because her Consultation fees were applied to her final balance

Find out more

What if I decide not to use your services?

What if I decide not to use your services?

What if I decide not to use your services?

Should you decide, for any reason, our services is not the fit you're looking for, the fees you paid for our Tax Consultation is applied to the cost of the Consultation and there is no refund for receiving your Tax Consultation.


For Example:  Aisha paid $100 for a Premium Tax Consultation.  After consulting with us, Aisha learned that this wasn't quite the fit she was seeking, Aisha received her Tax Consultation, including all work involved to provide Aisha with  the answers she requested.  Aisha's $100 is applied to her Tax Consultation and is entitled to receive no refund

Find out more

Helpful Hints

When should I contact an accountant?

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

My Spouse owes Child Support Should I file Married Filing Jointly?

 Innocent Spouse Relief 

Generally, both you and your spouse are each responsible for paying the full amount of tax, interest, and penalties on your joint return. However, you may qualify for relief from liability for tax on a joint return if (a) there is an understatement of tax because your spouse omitted income or claimed false deductions or credits; (b) you are divorced, separated, or no longer living with your spouse; or (c) given all the facts and circumstances, it wouldn't be fair to hold you liable for the tax. You may also qualify for relief if you were a married resident of a community property state but didn't file a joint return and are now liable for an unpaid or understated tax. File Form 8857 to request relief. In some cases, Form 8857 may need to be filed within 2 years of the date on which the IRS first attempted to collect the tax from you. Don’t file Form 8857 with your Form 1040 or 1040-SR 

How can I know which accountant is right for me?

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

Refund Policy

Refund Policy

Can I get a refund?

No Refunds

Once I provide you with any of my services such as but not limited: Tax Preparation,  Tax Consultation, Business Formation, Business Advice, Payroll Services, Loan Packaging Time or Services, or any other services I may provide, your money cannot be refunded.

Submission of your documents

Once, but not limited to,  your tax returns, payroll documents.  or other forms have been uploaded to your client portal, via email to your email address, via Postal Service, or by hand delivery, it is considered to have successfully been delivered to you and you are therefore, not entitled to a refund for the submission of services rendered to you. Unless you submit a written request asking for a different delivery method, your documents will be uploaded to your client portal.

E-file Submission

Once your tax returns, business formation documents, or payroll documents via efile, Postal Service,or hand delivery it is considered as having been filed.  If for any reason your tax returns, payroll documents, or business formation documents are rejected by any government agency because of lack of: IP PIN, incorrect name, address, or social security number or any other reason the government agency has rejected any of your documents due to no error of our agents, your money is non-refundable.


Filing Payroll Documents

All payroll documents

While we prepare payroll documents, unless you have submitted the appropriate documents giving our Tax Professionals authority to file payroll documents on your behalf, the client is responsible for making payments, and mailing payroll documents on time to the proper government agencies.  We can however, as a courtesy, provide you with the address and instructions on where to file your payroll documents

Forms to use giving our Company Authority to file your quarterly and annual

Form 2678- Employer Appointment of Agent Payroll

Form 8655- Reporting Agent Authorization

PREPARING FOR YOUR TAX DAY

Required Documents to Keep on File

Required Documents to Keep on File

Required Documents to Keep on File


  • Copies of Drivers License or State IDs
  • Social Security Cards
  • Proof of Residence for dependents claiming EIC

______________________________

 Tax deduction documents: 


  • Advance Child Tax Credit payment
  • Child care costs—provider’s name, address, tax id, and amount paid
  • Education costs—forms 1098-T, education expenses
  • Adoption costs—SSN of child, legal, medical, and transportation costs
  • Home mortgage interest and points you paid—Forms 1098
  • Investment interest expense
  • Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses
  • Casualty and theft losses—amount of damage, insurance reimbursements
  • Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)  (for tax years prior to 2018 only)
  • Medical and dental expenses

Income documents:

Required Documents to Keep on File

Required Documents to Keep on File

 

  • Income from jobs: forms W-2 for you and your spouse
  • Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
  • Income from state and local income tax refunds and/or unemployment: forms 1099-G
  • Taxable alimony received
  • Business or farming income—profit/loss statement, capital equipment information
  • If you use your home for business—home size, office size, home expenses, office expenses
  • IRA/pension distributions—forms 1099-R, 8606
  • Rental property income/expense—profit/Loss statement, rental property suspended loss information
  • Social Security benefits—forms SSA-1099
  • Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)
  • Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer
  • Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Other tax documents:

When In Doubt Don't you dare Throw it Out!

When In Doubt Don't you dare Throw it Out!

 

  • IRA contributions
  • Energy credits
  • Student loan interest
  • Medical Savings Account (MSA) contributions
  • Moving expenses (for tax years prior to 2018 only)
  • Self-employed health insurance payments
  • Keogh, SEP, SIMPLE and other self-employed pension plans
  • Alimony paid that is tax dedcutible
  • Educator expenses
  • State and local income taxes paid
  • Real estate taxes paid
  • Personal property taxes—vehicle license fee based on value
  • Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.
  • Direct deposit information—routing and account numbers
  • Foreign bank account information—location, name of bank, account number, peak value of account during the year

When In Doubt Don't you dare Throw it Out!

When In Doubt Don't you dare Throw it Out!

When In Doubt Don't you dare Throw it Out!

 Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the “three-year law” and leads many people to believe they're safe provided they retain their documents for this period of time. Even if the original records are provided only on paper, they can be scanned and converted to a digital format. Once the documents are in electronic form, taxpayers can download them to a backup storage device, such as an external hard drive, or burn them onto a CD or DVD (don't forget to label it). Create a Backup Set of Records and Store Them Electronically. Keeping a backup set of records — including, for example, bank statements, tax returns, insurance policies, etc. — is easier than ever now that many financial institutions provide statements and documents electronically, and much financial information is available on the Internet. You might also consider online backup, which is the only way to ensure that data is fully protected. With online backup, files are stored in another region of the country, so that if a hurricane or other natural disaster occurs, documents remain safe.  

CLAIMING REFUNDABLE CREDITS

The Earned Income Credit is a REFUNDABLE Credit, which means it puts money in your pocket dollar for

EARNED INCOME TAX CREDIT

The Earned Income Credit is a refundable credit which means it puts money in your pocket dollare for dollar.  To be eligible for the EITC, you must have "earned" income, which means you must have worked for your income.  Click on "LEARN MORE" for more eligibility requirements

Learn more

Am I Eligible to Claim an Education Credit?

 The Educational Credit can be used as a tax deductible credit when using the Life Time Learner's Credit, which is used to reduce your tax liability.

The American Opportunity Credit can be used as a refundable credit which puts money in your pocket, dollar for dollar

If you’re eligible to claim the lifetime learning credit and are also eligible to claim the American opportunity credit for the same student in the same year, you can choose to claim either credit, but not both. You can't claim the AOTC if you were a nonresident alien for any part of the tax year unless you elect to be treated as a resident alien for federal tax purposes. For more information about AOTC and foreign students, visit American Opportunity Tax Credit - Information for Foreign Students.

The law requires that both you and your qualifying student have a valid Social Security number or Individual Taxpayer Identification Number, issued before the due date for your tax return, in order to claim the AOTC.

To claim the AOTC or LLC, use Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits). Additionally, if you claim the AOTC, the law requires you to include the school’s Employer Identification Number on this form.The 

Learn more

Claiming the Child Tax Credit

The Child Tax Credit can be used as a dual credit: When used as the Child Tax Credit (CTC) it is used as a deductible credit which is used to reduce your tax liability. 


When used as the ADDITIONAL CHILD TAX CREDIT (ACTC) It is used as a refundable tax credit which puts money in your pocket, dollar for dollar.  Click "Learn More" to see if you're eligible to take this credit

Learn more

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