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1. What Are Your Tax Fees?
Basic File starts at $399
Business File starts at $999
2. When Can I Expect My Refund?
Once Funds are available, they will be disbursed by the method you picked during your E-File process.
3. How Can I Check The Status Of My Refund?
The "Where's My Refund" tool on the IRS website provides the most up-to-date information regarding the status of your refund. This tool is updated every 24 hours.
4. What Documents Are Required To Process My Return?
Below is a list of documents to bring with you to your tax interview.
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
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Name
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Date of Birth
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Social Security Card /ITIN/ATIN
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Last Year’s Tax Return
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Valid Driver’s License
INCOME AND TAX INFORMATION:
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W-2’s
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Interest (1099-INT or substitute)
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Dividend Slips (1099-DIV or substitute)
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Stock Sales (1099-B or Broker Statement)
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Self-Employment Income and Expenses
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Sale of a Personal Residence
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Rental Income and Expenses
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Sale of any Business Assets
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Gambling or Lottery Winnings (W-2G for some winnings)
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State Income Tax Refund (1099-G)
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Pension Income (1099-R)
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Estimated Taxes Paid
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Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
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IRA or 401(k) Distribution (1099-R)
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Unemployment Compensation (1099-G)
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Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS:
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Medical Expenses
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Real Estate or Personal Property Taxes
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Mortgage Interest
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Charitable Contributions (cash and non-cash)
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Employee Business Expenses
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Gambling Losses
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Moving Expenses
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Traditional IRA Contributions
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Higher Education Expenses
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Educator Expenses
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Student Loan Interest
TAX CREDITS:
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Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
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Adoption Expenses
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Retirement Savings Contributions Credits
For additional tax questions or business needs please contact us during operating business hours.
FREQUENTLY ASKED QUESTIONS