FREQUENTLY ASKED QUESTIONS
HOW LONG DOES IT TAKE TO GET MY REFUND?
Our office does not have the ability to provide the exact time frame of when your refund will be received. IRS does delay the refund process until the end of February for those that have filed dependents. This is due to issues that the IRS has encountered with multiple tax filings from different taxpayers claiming the same dependents. Also, even with technology being as advanced as it is, it is not without its glitches and system caches which also causes delays in refunds being received. Another example is what IRS calls “red flags” in the returns. For instance, if a taxpayer files head of household one year, then married filing joint the next, the case is submitted for review which can significantly delay the refunds.
WHAT ARE YOUR SERVICE FEES?
Our prices differ depending on the services that you are needing.
For federal return preparations, simple W2’s will start at $105 depending on the quantity of documents you have. However, the price increases as the forms for the return are required, such as Married Filing Joint, having Dependents, Earned Income, etc. If you are self-employed, you will likely require a Schedule C, which is a different fee bracket.
For monthly accounting services, our fees start at $150 for monthly expense acquisitions, then if payroll services are needing, the price increases.
The best way to find out what is within your budget, a consultation is recommended (Which is free!).
WHAT IS THE DIFFERENCE BETWEEN MY TAX RETURN AND TAX TRANSCRIPT?
Your tax return is the actual 1040 and other reported documents that are submitted to the IRS. The tax transcript is the information provided directly from the IRS that shows what was filed. It is supposed to match your tax return and it is usually the evidence needed to finance a home, for student aid, etc.
CAN YOU GET MY TAX TRANSCRIPT?
No one has access to your tax transcript but you. First and foremost, you must create an account with IRS and be able to verify your identity. From there, you will have unlimited access to your tax transcripts for the past four years. We are not able to create this for you, but we can provide you with assistance in creating the profile for you to be able to obtain your tax transcript.
CAN YOU HELP ME GET THE MOST REFUND?
We can help you file your return with the best options for claiming deductions, including expenses and other “tax breaks” that are allowed by law from the IRS. Please ensure we will not put our licensing and credentials on the line for a client to illegally obtain a higher refund or lower liability without the credited support that is required to be obtained and filed. Thank you for understanding and by not putting us on the spot in order to save you a few dollars.
ARE YOU A NOTARY?
Yes, I am an accredited Notary. What this means is, that I have witnessed your actual signature on a document that is required from you. It is not evidence of what the document is or how legitimate that document may or may not be. It is only proof that I have actually seen you sign your name on the document you have presented. I do not charge a fee for established clients. And, it is only $7 for the first document and then $3 each additional.