Q: What items or documents do I need to bring to my appointment?
A: You should bring the following information to your appointment (if applicable)
|W-2’s||Interest Income (1099-INT)|
|Dividend Statements (1099-DIV)||Mortgage Statement|
|Union Due Statements||Records of Contributions|
|Settlement Sheets||Student Loan Statements|
|Dependants Social Security Numbers||Photo ID|
|Proof of Residency of Dependants (School or Medical Records)||If Self Employed, Proof of Self Employment|
Q: How do I set up an appointment to get my Taxes done?
A: Call our office and speak with our friendly receptionist to schedule an appointment.
Q: How soon can I expect my refund?
A: If you elect to E-File your tax return and sign up to have it directly deposited into your bank account, you can expect your refund to be in your account in 10 – 15 business days
If you do not have the funds directly deposited into your bank account, it will take approximately 7 days longer to get your refund.
Q: Can I electronically file my return if I owe taxes?
A: Yes. You can either mail a check for the amount you owe by the April 15th deadline, or you can set up to have the funds automatically withdrawn from your bank account on a day of your choosing, up to the April 15th deadline.
Q: Can I request an appointment with the Tax Preparer who did my taxes last year?
A: Yes, however appointments are on a first-come-first-served basis and are subject to the preparers availability.