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Frequently asked questions
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- 07Hi there — not always. If your income is below the filing threshold, you may not need a federal return. That depends on your age, filing status, and whether someone can claim you as a dependent. Even if filing isn’t required, it can still help you claim a refund or credits like the Earned Income Tax Credit. If you’re unsure, we can help you check. 🙂
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- 09Hi there — a few simple checks can save you a big headache. The IRS won’t email, text, or DM you on social media asking for payment. Be careful with calls that threaten arrest or demand gift cards. If something feels off, verify it using the IRS’s official contact information before you respond. Better safe than sorry. 🙂
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- 12Hi there! Bringing the right documents makes tax time a whole lot easier. In most cases, you’ll want to have your W-2s, 1099s, last year’s tax return, Social Security numbers for everyone on the return, and any receipts or records for deductions and credits. If you’re self-employed, business income and expense records are especially helpful. Don’t worry if you’re missing something—we can help you figure out what’s needed.
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- 15Hi there — yes, we can help with that. If you’re self-employed or have income not subject to withholding, quarterly estimated taxes can keep you from getting hit with a big bill later. We’ll help you figure out what you may owe and keep your payments on schedule so tax time feels a lot less stressful.
- 16Absolutely. Hi there — we work with a range of business types, including partnerships, S-corporations, and corporations, in addition to LLCs and sole proprietors. If your business structure has you feeling a little tangled up, we’ll help sort through the details and get your return prepared accurately.
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- 23Hi there — we can work with the bookkeeping system that fits your business best. If you already use software, we’ll do our best to meet you where you are and help keep your records organized. If you don’t use software yet, we can also help you set up a smoother process for tracking income and expenses.
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- 27Hi there — refund timing can vary, but a few things can help speed it up. Filing accurately, using e-file when available, and choosing direct deposit are usually the quickest route. The IRS also has its own processing timeline, so if you want, we can help you file cleanly and avoid delays from missing information or errors.
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- 30Hi there — your first appointment is all about getting organized and making things easier. We’ll talk through your goals, review the documents you bring, and identify any missing items or next steps. From there, we’ll map out the best way to handle your taxes or bookkeeping without the usual headache.
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