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.

For your tax appointment, make sure to 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), and any other tax-related documents you’ve received. Need more details? Check out our article on preparing for tax season and 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.

If you owe taxes but can't afford to pay, don't worry—you have options! You can set up an Installment Agreement with the IRS, explore an Offer in Compromise if you qualify, or make partial payments to reduce penalties. We're here to guide you through the process and find the best solution for you. 💡

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 might not need to file. However, it can still be beneficial to file if you qualify for refunds like the Earned Income Tax Credit or if you had taxes withheld. We're here to help you figure it out! 😊

If you made a mistake on your tax return, you can file an amended return using Form 1040-X. It's important to correct any errors promptly to avoid issues with the IRS. Don't worry, we're here to help you through it! 📝

To stay safe from tax scams, remember that the IRS will never contact you by email, text, or social media to request payment. Be cautious of phone calls threatening legal action or demands for gift card payments. Always verify communication by contacting the IRS directly at their official number. Stay vigilant and protect yourself! 🔒

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.