FREQUENTLY ASKED QUESTIONS
What documents do I need to file my taxes?
Valid ID, Social Security cards, W-2s, 1099s, prior-year return, bank info for direct deposit, and
documentation for deductions or credits.
How long does it take to complete my return?
Individual returns are typically completed same day once all documents are received. Business and complex returns are completed within 3–7 business days depending on complexity.
How much does tax preparation cost?
Fees are based on complexity, number of income sources, business schedules, rental properties,
multiple states, and credits.
Do you offer virtual tax preparation?
Yes. Clients can securely upload documents through the Taxes To Go app or client portal.
How do I check my refund status?
Use the IRS Where’s My Refund tool or your state Department of Revenue website.
I’m self-employed. What should I provide?
1099 forms, income summary, expense breakdown, mileage logs, and prior-year Schedule C.
Do I need to make quarterly payments?
If you expect to owe $1,000 or more, quarterly estimated payments may be required.
Can you prepare LLC or corporate returns?
Yes. We prepare Schedule C, Form 1065, 1120S, and 1120 returns.
What if I owe taxes?
We assist with payment plans, penalty review, and compliance planning.
What if I receive an IRS letter?
We provide IRS correspondence review and audit support guidance.
Is my information secure?
Yes. We use encrypted, IRS-compliant systems to protect client data.
How long should I keep my tax records?
Generally 3 years; 6 years for substantial underreporting; 7 years for loss documentation.
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