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.

You should bring:

• W-2s, 1099s, or other income statements

• Last year’s tax return

• Receipts for deductible expenses (medical, charitable contributions, education, etc.)

• Mortgage or property tax statements

• Identification (e.g., driver’s license, Social Security cards for you and dependents)

• Any other tax-related documents received.

Click on the link below to read our current article post on preparing for tax season:

Download our tax checklist here:

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.

You have options, such as:

• Setting up an Installment Agreement with the IRS.

• Exploring Offer in Compromise if you qualify.

• Making partial payments to reduce penalties. Contact us for guidance on managing payments.

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 varies by age, filing status, and dependency), you may not need to file. However, filing could be beneficial if you qualify for refunds like the Earned Income Tax Credit or have taxes withheld.

If you’ve made an error, you can file an amended return using Form 1040-X. It’s essential to correct mistakes promptly to avoid issues with the IRS.

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.

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.