Frequently Asked Questions

What do I need to file a tax return?

• Depending on the type of return your filing these items may be required:

  
  -ID
  -W2s
  -1099s
  -TAX CREDITS
  -1098T SCHOOL FORM
  -PROOF OF ADDRESS
  -RECEIPTS/WRITE OFFS
  - ADDITIONAL TAX DOCUMENTS
  -SOCIAL SECURITY CARDS FOR EACH INDIVIDUAL

What do I need to file my taxes?

• Before your tax interview, organize your important documents. Documentation will vary based on your situation and you may not have every item.

• Name of each family member

• Date of Birth of each family member

• Social Security Card/ITIN/ATIN of each family member

• Last year's tax return

• Bank account number and routing number for direct deposit

Is there a penalty for filing my taxes after the deadline?

Yes, you can opt to pay your tax liability through an installment plan. In addition to paying taxes through an installment payment plan, there may be other options such as the Offer in Compromise (OIC). Under an OIC agreement, the IRS may agree to settle the taxpayer’s liability for less than the full amount of taxes owed. The IRS is not likely to approve an OIC if there’s evidence that the taxpayer could pay the full amount through an installment payment plan or another method. A taxpayer can request consideration for an OIC by filling out Form 656, Offer in Compromise, or Form 656L, Offer in Compromise (Doubt as to Liability), and mail the application package to the IRS.

Why is my refund less than I expected?

Many factors can contribute to why your refund is less than you expected. You have to consider the three elements that define a refund: your taxable income, the amount withheld from your paycheck for federal and state taxes, and your tax rate.

How can I check the status of my refund?

Click Here Where’s My Refund
The IRS website provides the most up-to-date information regarding the status of your refund. This tool is updated every 24 hours.