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WHEN IS THE EARLIEST THAT I CAN FILE MY TAXES?

As soon as you get your W2 and/or your documented business  income and expenses, you can have your taxes prepared right away. However, the IRS will not accept them before a pre-defined date.

WHAT PAPERWORK SHOULD I BRING TO MY APPOINTMENT?

Below is a list of documents to bring with you:

  1. Personal Information for each family member ( Name, DOB, SSN, valid driver's license)

  2. Income and tax information (W-2's, interest income, dividend income, stock sales, sale of residence, rental income and expenses, business income and expenses, unemployment compensation, pension income, social security income, 401k distribution, estimated taxes paid, etc)

  3. Deductions/Adjustments ( medical expenses, real estate taxes, personal property taxes, mortgage interest, charitable contributions,  moving expenses, gambling losses, IRA contributions, etc)

  4. Tax Credits ( Child care,higher education expenses, adoption expenses, retirement savings contributions, etc)

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.

HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

WHAT ARE YOUR SERVICE FEES?

Our service fees vary depending on your needs.

WHAT ARE THE DIFFERENCES BETWEEN AN ACCOUNTANT, A CPA AND A BOOKKEEPER?

 Bookkeepers maintain daily accounting records, posting debits and credits, generating invoices for clients and checks for vendors as well as handling payroll. Bookkeepers typically lack the education of an accountant or CPA, as they gain on-the-job experience. Accountants have a four-year college degree. Accountants work with accounting clerks and technicians who handle daily financial entries. Accountants oversee or perform billing, make general ledger entries, review accounts payable activity completed by clerks or technicians or handle payroll. Certified public accountants have a focused education in accounting and must pass the Uniform Certified Public Accountant Examination. CPAs have a higher level of responsibility than bookkeepers or accountants; because of their certification, they perform auditing, tax and financial services for individuals, corporations and other business or nonprofit organizations.

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