Frequently Asked Questions

Do I need an appointment?

It is best to schedule an appointment, however we do accept drop-offs.

What do I need to bring with me? 

That depends on the type of tax return you are filing. Check our Helpful Forms page.

What is my "Filing Status"? 

There are five filing status identified by the Internal Revenue Service:
     1. Single
     2. Married filing jointly
     3. Married filing separately
     4. Head of household
     5. Qualifying widow(er) with dependent child

Review our filing status document to see which is the correct filing status for you. 

What is a qualifying child? 

The Working Family Tax Relief Act of 2004 (WFTRA) adopted uniform language defining a "qualifying child" and "qualifying relative." This document provides an overview of the tests the IRS uses to determine qualification. 

What if more than one person files claiming the same child? 

The Internal Revenue Service was often stymied by the complexities of the multitude of relationships and sources of financial support that a child might have and now has in place the" Tie-Breaker Rules" to resolve the issue.

How does the IRS distinguish between a hobby and a for-profit endeavor?

The Internal Revenue Service reminds taxpayers to follow appropriate guidelines when determining whether an activity is engaged in for profit, such as a business or investment activity, or is engaged in as a hobby.

Internal Revenue Code Section 183 (Activities Not Engaged in for Profit) limits deductions that can be claimed when an activity is not engaged in for profit. IRC 183 is sometimes referred to as the “hobby loss rule.”

Taxpayers may need a clearer understanding of what....(read more)

What happens if I am audited by the IRS?

If we prepared your tax return for the period covered by the audit, contact us immediately concerning any correspondence from the IRS. Often we can resolve issues with a simple letter.

How soon will I get my refund?

We will e-file your return as soon a possible after it is completed and form 8879 is signed and returned to our office. Typically you should anticipate a refund in 3 weeks for an e-filed return and 8 weeks for a paper return.

How do I get an extension?

If you were a client last year just call, fax or email us and request an extension. Be sure to let's us know your name, address and if your martial status has changed. 

If you are a new client we'll need to know your name, social security number and address. If you are married we also need your spouse's name and social security number.

Remember an extension to file is not an extension to pay. If you owe federal or state income tax payment is still due by April 15th.