Frequently Asked Questions
How much are your services?
We offer a wide variety of services. Our pricing depends on the type of service you require. Feel free to give us a call! We can take your tax preparation fee out of the refund but there will be bank fees associated with this route. If you pay up front there are no bank fees. Our fees start at $275 for personal and $500 for business.
What do I need to bring with me when I file?
For taxpayer- unexpired ID, W2’s, 1099‘s (unemployment, retirement, NEC, etc…2021 tax year forms 6419 & 6475!
New client- a copy of your previous year return!
NOTE.. If you have a 1099 and have expenses, you must bring supporting documents (receipts)!
Son or daughter- you will need their social security cards, birth certificates and proof of residency before we are able to file your return.
Grandchild, niece, or nephew- social security card, birth certificate for everyone (parent, child, taxpayer), proof of residency.
Note…
Proof of residency
one of the following…lease, school records, SSA benefits, bank statement, doctors record, daycare statement, clergy statement. Must include the address and the tax year being filed.
I received unemployment?
You will need to file it on your tax return!
I took out a withdrawal from my retirement plan, what do I need?
- You will need to bring in your 1099R from your plan!
I have a business, what do I bring?
All business clients must bring ALL supporting documents for income and expenses. (Receipts, bank statements, 1099s, car and truck expenses, utility, rent, and phone bills, etc..)
You must also Complete a business worksheet located on our page And check out the business checklist!
A deposit is due at the time of booking! Do not book a regular appointment if you have a business, we will have to cancel it.
You are ONLY allowed 1 hour and 30 minutes for your tax prep. So drop off all documents 24 to 48 hours before your appointment. If you are missing anything you can bring it in at the time of your appointment. Be prepared to have everything ready upon arrival.
Can I claim my grandchild, nephew or niece?
Yes. As long as they stayed with you for over 6 months and you can provide proof of residency, age, and relationship. You will also need to bring the child’s social security card.
Note-
Grandchild- you will need your birth certificate, your Son or daughters birth certificate and your grandchild’s! You must be on your son or daughters birth certificate. Your son or daughter must be on your grandchild’s birth certificate.
Niece or nephew- you will need your birth certificate, your sister or brothers birth certificate and your niece or nephews. You and your sibling must share the same parent on the birth certificate! Your sibling must be on the child’s birth certificate.
What if I am late or have to cancel my appointment?
You can be up to 15 minutes late to your appointment! If you are going to be more than 15 minutes late, please call to see if there is another time you can come in. Your appointment will be automatically canceled after 15 minutes past your appointment time, if you do not call.
Please cancel your appointment by going to the email sent to you or by calling the office.
All deposits are NON REFUNDABLE so reschedule as soon as possible.
Do I need my w2 to file my taxes?
Yes, you will need all tax documents in order to file your taxes and have an accurate return. We can not use your last check stub to file Or apply for an easy advance loan!
I AM A NEW CLIENT, WHAT DO I NEED TO BRING?
All clients who did not come the previous year, please provide the following...
* A copy of your last return filed
*Unexpired ID
*All tax forms such as W2's, interest statements, and all 1099 forms
*Dependents social security card, birth certificate, and proof of residency (lease, school record or medical record will do)