1.WHAT ARE YOUR TAX FEES?

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Basic File starts at $500

Business File starts at $899

 

2. WHEN CAN I EXPECT MY REFUND?

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Once Funds are available, they will be disbursed by the method you picked during your E-File process.

 

3. HOW CAN I CHECK THE STATUS OF MY REFUND?

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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.

 

4. WHAT DOCUMENTS ARE REQUIRED TO PROCESS MY RETURN?

• Name

• Date of Birth

• Social Security Card /ITIN/ATIN

• Last Year’s Tax Return

• Valid Driver’s License

• Proof of Residency

• Direct Deposit Information 

• Dependents Information 

 

INCOME AND TAX INFORMATION:

•  W-2’s

• Interest (1099-INT or substitute)

• Dividend Slips (1099-DIV or substitute)

• Stock Sales (1099-B or Broker Statement)

• Self-Employment Income and Expenses

• Sale of a Personal Residence

• Rental Income and Expenses

• Sale of any Business Assets

• Gambling or Lottery Winnings (W-2G for some winnings)

• State Income Tax Refund (1099-G)

• Pension Income (1099-R)

• Estimated Taxes Paid

• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

• IRA or 401(k) Distribution (1099-R)

• Unemployment Compensation (1099-G)

• Miscellaneous Income (1099-MISC)

 

DEDUCTIONS/ADJUSTMENTS:

• Medical Expenses

• Real Estate or Personal Property Taxes

• Mortgage Interest

• Charitable Contributions (cash and non-cash)

• Employee Business Expenses

• Gambling Losses

• Moving Expenses

• Traditional IRA Contributions

• Higher Education Expenses

• Educator Expenses

• Student Loan Interest

 

TAX CREDITS:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

• Adoption Expenses

• Retirement Savings Contributions Credits

 

For additional tax questions or business needs please contact us at (713)389-0019 during operating business hours.

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