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 call and get a free estimate.
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!
NOTE.. If you have a 1099 and have expenses, you must bring supporting documents!
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 during the pandemic, what do I need to do?
- You will need to file it on your tax return for 3 consecutive years! 2022 will be the last year!
I have a business, what do I bring?
All businesses must bring ALL supporting documents for income and expenses. They must also Complete a business worksheet and set a consultation, if you choose. All consultations are $75 and non refundable. The fee is due the day of the consultation. You are ONLY allowed 1 hour for your tax prep. Be prepared to have everything ready upon arrival. Anything over an hour will result in an extra charge.
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. You can reschedule online.
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!