Tax Preparation FAQs

  1. What documents do I need to file my taxes?
    To file your taxes, you’ll need your W-2 forms (for employees), 1099 forms (for freelancers or independent contractors), proof of deductions (such as mortgage interest, student loan interest, or medical expenses), and any other income-related documents. For a complete list, please contact us directly.
  2. When is the tax filing deadline?
    The deadline to file your taxes is typically April 15th. If that falls on a weekend or holiday, it may be extended to the next business day. We recommend filing early to avoid any last-minute stress.
  3. How can I check the status of my refund?
    You can check the status of your federal refund by visiting the IRS “Where’s My Refund?” page.
  4. How can I check the status of my state refund?
    To check the status of your state refund, visit your state’s Department of Revenue or Taxation website. For example, if you’re in New Jersey, you can check your refund status by visiting the New Jersey State Refund Status Page.
  5. Do I need to file taxes if I only made a small amount of money?
    Even if you made a small amount of money, you may still need to file a tax return, depending on your filing status and other factors. We can help assess your situation and determine if filing is required.
  6. What should I do if I can’t pay my taxes?
    If you’re unable to pay your taxes in full, don’t worry. There are options available, such as payment plans, offers in compromise, or penalty relief. Our experts can guide you through the process and help you find the best solution.
  7. Can you help me with IRS audits?
    Yes, we can assist you with IRS audits. Our tax experts can help represent you and guide you through the process, ensuring you have the support you need to resolve any audit issues.
  8. What is an ITIN, and do I need one?
    An Individual Taxpayer Identification Number (ITIN) is used for tax purposes by individuals who aren’t eligible for a Social Security Number (SSN). If you need to file taxes or claim dependents, you may need an ITIN. We can assist with obtaining or renewing your ITIN.
  9. How can I maximize my refund?
    Maximizing your refund involves taking advantage of all available deductions and credits. Our tax experts will review your financial situation, help you claim all eligible credits, and ensure you’re getting the best refund possible.
  10. What is an extension?
    An extension is an official request to delay the due date for filing your tax return. If you need more time to file, you can apply for a six-month extension. However, keep in mind that an extension gives you more time to file, not to pay. You must estimate and pay any taxes owed by the original deadline to avoid penalties and interest.
  11. What is an amendment?
    An amendment is a process used to correct errors or make changes to a tax return after it has already been filed. If you realize there was a mistake, such as missing income or deductions, you can file an amended return using IRS Form 1040-X. Our team can help you with the amendment process to ensure your taxes are accurate.
  12. Do you offer tax services year-round?
    Yes, our office is open all year round to assist with tax planning, audits, questions, and filing services. We’re here whenever you need us!
  13. What should I do if I missed the filing deadline?
    If you missed the tax filing deadline, it’s important to file as soon as possible to avoid additional penalties and interest. We can help you file your return and discuss options to resolve any penalties.