Frequently Asked Questions
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You may need your W-2s, 1099s, Social Security documents, dependent information, mortgage or education documents, and other applicable tax forms. We can help you determine which documents are needed for your specific situation.
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The federal tax filing deadline is generally in April each year. If you need additional time, you may be eligible to request a tax extension.
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Filing requirements depend on factors such as your income, age, filing status, and type of income. We can help determine whether you are required to file.
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Your tax outcome depends on your income, tax withholding, deductions, credits, and other factors. If not enough taxes were withheld during the year, you may have a balance due.
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We review your income, deductions, and eligible tax credits to help ensure you receive all benefits you legally qualify for.
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A tax deduction can reduce the amount of your income that is subject to tax, while a tax credit can directly reduce the amount of tax you owe.
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You may be able to claim a qualifying child or relative as a dependent if certain IRS requirements are met. We can help determine whether you qualify.
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Generally, income earned from self-employment, freelance work, gig work, or a side business may need to be reported on your tax return.
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A W-2 generally reports income earned as an employee, while various 1099 forms are used to report other types of income.
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In some situations, you may need to file an amended return to correct information on a previously filed tax return. We can help determine whether an amendment is necessary. If so, an additional fee may be charged.
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Refund processing times can vary depending on how your return is filed and whether additional review is required. We can help you understand what to expect after your return is submitted.
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If you have a tax balance you cannot pay in full, there may be payment options available. We can help you understand your options and determine the appropriate next step.