Frequently asked questions

The deadline for filing your federal income tax return is typically April 15th. If it falls on a weekend or holiday, the deadline is extended to the next business day. State filing deadlines may vary.

Getting ready for your tax appointment? Here's what to bring: W-2s, 1099s, or other income statements, last year’s tax return, receipts for deductible expenses (like medical, charitable contributions, or education), mortgage or property tax statements, and IDs (like your driver’s license and Social Security cards for you and your dependents). Need more details? Check out our tax checklist for a stress-free prep! 📋

Taking advantage of deductions and credits can help. Common ones include: • Student loan interest • Education credits • Retirement contributions • Home office expenses We’ll help identify all the deductions and credits you’re eligible for.

If you cannot file on time, you should request an extension by April 15th. This gives you until October 15th to file. However, an extension does not extend the time to pay any taxes owed, so try to pay at least an estimate to avoid penalties.

If you owe taxes but can't pay right now, don't stress—you have options! You can set up an Installment Agreement with the IRS, see if you qualify for an Offer in Compromise, or make partial payments to reduce penalties. We're here to guide you every step of the way and find the best solution for your situation. 💡

Yes, if you’re self-employed, you may be eligible for a home office deduction. The space must be used regularly and exclusively for business. Employed individuals are not eligible due to recent tax law changes.

If your income is below the filing threshold (which depends on your age, filing status, and whether you're claimed as a dependent), you might not need to file. But filing can still be worth it if you qualify for refunds like the Earned Income Tax Credit or had taxes withheld. Let us help you figure it out—stress-free! 😊

Made a mistake on your tax return? No worries! You can fix it by filing an amended return using Form 1040-X. It's a good idea to correct errors quickly to avoid any IRS issues. We're here to make the process easy for you! 📝

Want to avoid tax scams? Remember, the IRS will never email, text, or message you on social media asking for payment. Watch out for phone calls threatening legal action or demanding gift card payments. Always double-check by contacting the IRS directly at their official number. Stay safe and vigilant! 🔒

The IRS will never contact you by email, text, or social media to request payment. Be cautious of: • Phone calls threatening legal action. • Demands for gift card payments. Always verify communication by contacting the IRS directly at their official number.