Frequently Asked Questions

Find answers to common questions about our services and tax processes.

1. What documents do I need for personal tax preparation?

You may need W-2 forms, 1099 forms, Form 1095-A (if applicable), proof of additional income, deduction documentation, your SSN or ITIN, and dependent information.

2. What is required for business tax preparation?

Business tax filing requires income and expense records, financial reports, 1099 forms (if applicable), prior year returns, your business structure, EIN, and proof of quarterly tax payments if applicable.

3. Do I need to make quarterly tax payments?

If you are self-employed or receive income without tax withholding, you may need to make estimated quarterly payments to avoid penalties and interest.

4. Can I file taxes with an ITIN?

Yes. Individuals without a Social Security Number can file taxes using an ITIN, as long as they meet IRS requirements.

5. Can I claim the Child Tax Credit?

To qualify for certain tax credits such as the Child Tax Credit, the child must have a valid Social Security Number. Additionally, at least one parent may need a valid SSN to claim specific credits, depending on current IRS regulations.

6. Can I include my spouse if they don’t have a Social Security Number?

Yes, in some cases you may file jointly using an ITIN for your spouse. Eligibility depends on your filing status and specific circumstances.

7. What happens if I worked with a 1099?

If you received a 1099, you are considered self-employed and may be responsible for paying your own taxes, including estimated quarterly payments.

8. Can I file taxes from previous years?

Yes, you can file prior-year tax returns. However, refunds and certain credits are generally limited to the last three years.

9. What happens if I forget to include income or a form?

This may result in penalties, interest, or loss of credits. You may need to file an amended tax return to correct the issue.

10. How long does it take to receive my refund?

Refund times vary, but most refunds are processed by the IRS within 21 days if filed electronically and without issues.

11. Do you provide legal or tax advice?

No. We are not a law firm or CPA firm. Our services are limited to document preparation and administrative assistance.

12. What forms do you assist with?

We assist with completing various forms in English or Spanish, including job applications, resumes, and general administrative documents.

13. Can you help me start a business?

Yes. We assist with business formation, including LLCs and other entities, ensuring proper registration.

14. When is the tax filing deadline?

The standard deadline is April 15. Extensions may be requested until October 15; however, taxes owed must still be paid on time.

15. What if I cannot pay my taxes?

If you cannot pay in full, the IRS may offer payment plans. Filing on time is still important to reduce penalties.

Still Have Questions?

Contact us today and we’ll be happy to assist you.