Can I file my taxes without my W2 or 1099's? May I use my last paystub of the year?
The IRS doesn’t allow us to use the final pay stub of the year; they require that we have the W-2. But if you have not received your W-2 by February 15th, you are allowed to use a substitute form such as the pay stub.
What do I need to bring to my appointment if I am a new client?
A copy of last year’s tax return, your SS Cards, and photo ID as well as all Income and expense documents needed to prepare the current year taxes. See our attachment for a suggested list.
What do I need to bring to my appointment if I am a returning client?
Bring us any changed info like address, phone, or family changes as well as current year info on income and expenses. See our attachment for a suggested list.
When is the first day I am able to file my taxes?
We can prepare your tax return as soon as you have all your necessary documents, but the IRS does not start e-file until near the 31ST of January.
When is the first day I can file an extension for my taxes?
The first date that e-file has started.
Am I allowed to claim a child on my taxes that was born on December 31st of the Tax Year?
Yes, as long as they were born before January 1st.
I have several years of back taxes that need to be filed, can all of my returns be E-Filed?
Tax Returns for 2020, 2019, and 2018 can be E-Filed, all older tax returns can be completed, but need to be mailed to the IRS.
I need to file five years of back tax returns, if I'm eligible for a refund on all years, are there any limitations?
Refunds are available 3 years from the due date of the return or 2 years from the date the tax was paid.