Here are the answers to some of the most Frequently
Asked Questions my firm receives.
What do I need to bring when I am having my taxes prepared?
How long do I keep my records and tax
You should keep your records and tax returns for at least 3 years from the date the return was filed or the date the return was required to be filed, whichever is later. It is recommended that you keep these records longer if possible.
How do I find out about my refund?
The best way is to use the Check Your Refund link from our website! To look up the status of your federal or state refund, you will need your social security number, filing status, and exact amount you’re expecting back. Alternatively, you can go directly to the IRS website: http://www.irs.gov/
I received tax statements from my employer or bank after I filed my tax return. What should I do?
If we filed your return, bring the new tax documents to our office. We will determine if it is necessary for you to file an amended return.
What is an amended return, and when should I file one?
An amended return is simply a return filed with the IRS and/or state because of an error or an omission on your original return. You should file an amended return if there is a material difference between the original return and your new changes. As of now, an amended return cannot be electronically filed, and any expected refunds will take longer to receive than the original return (2-3 months, according to the IRS). Generally to claim a refund, your amended return must be filed within 3 years from the date of your original return or within 2 years from the date you paid the tax, whichever is later.
What do I do if I receive a notice from the IRS about my taxes?
Don’t panic! the first thing to do is carefully read the notice—to determine why it was sent, what the IRS is requesting, and what they want you to do. It may be nothing of importance; it may even be a notice in your favor. After reading it you should bring it to our attention.
The information found on this website is general in nature and may not apply to the reader's situation. Therefore, the reader should not rely on the information on this website alone. For specific advise, please call me. Thank you.