FAQs

There are five types of valid identification. There are a State ID, Driver’s License, Military ID, US Passport and Resident Alien ID.

Each year, you’re required to file your federal income tax return for the previous calendar year by Tax Day. Usually, the filing deadline is on or around April 15, though if the 15th falls on a weekend or holiday the deadline can be bumped to the next business day. If an extension is needed, it will have to be submitted by this date.

Corporate returns are due March 15. If an extension is needed, it will have to be submitted by this date.

When you get your refund depends on when and how you filed your tax return, usually within 21 days – if you file electronically and have the refund deposited directly into your bank account.

You can include your bank’s routing number and your account number on your Form 1040 with your tax return for direct deposit.

It can take much longer if you file a paper return, usually about two months, and if you request a paper check.

Yes. These are called “bank products”. With a bank product, you get a refund in 15 to 21 business days, with all fees deducted from the refund. The refund can come in the form of a direct deposit to your account or as a check printed in our office.

Yes. These are called “bank products”. With a bank product, you get a refund in 15 to 21 business days, with all fees deducted from the refund. The refund can come in the form of a direct deposit to your account or as a check printed in our office.

Yes. You will still get your refund deposit within the same 15-21 business days, but the direct deposit will come directly from the IRS. If you choose to get a check from the IRS, then the turn-around time is about 4 to 6 weeks. Using this alternative, you pay all fees by cash or credit card.

The former “rapid refunds” in 24 hours are no longer available. The standard wait time is 10 to 21 business days.

A dependent is a person you’re responsible for supporting. If you can claim a dependent, you can become eligible for certain tax breaks, including the child tax credit. You may also qualify for head-of-household status.

You may have a dependent if …

• You have a qualifying child younger than 19, or under 24 if they’re attending school full time. Your child must either live with you for more than half the year — or qualify for an exception — and must not provide more than half their own support. Your child also can’t file a joint tax return, except to claim a refund.
• You have a qualifying relative. Your qualifying relative either has to share a specific family relationship with you or must live with you all year long. You must provide more than half their support, they must earn very little, and they can’t be claimed as a dependent by anyone else.

The IRS provides an Interactive Tax Assistant Tool to help you determine if you have a dependent.

The charge depends on the complexity of the tax. We charge by what is considered a per-form basis. What this means is basically the more forms that have to be filled out the more the cost can be, likewise the less forms that have to be filled the less expensive it is. The fee of the tax return can be taken directly out of the tax return so that there is no out of pocket expense to the client. While the price ranges, on average the price of the tax return is between $200 – $300.

Amendments are $300 if we did not do the original and $150 if we did the original tax.   Amendment fees are out of pocket.

Corporate Taxes start as $400, although depending on the amount of activity on the return the price can increase or decrease. A no activity or very little activity corporate tax can be as low as $250. Now if a corporate tax has a lot of activity or if a profit and loss has to be prepared before the corporate return can even be started then the price can increase depending on the work involved.

We charge an out of pocket fee of $350. This includes any and all consultations that you will have about the entity you are opening.

The tax code provides several ways to control your tax bill through deductions and credits. Tax deductions allow you to reduce your taxable income, and tax credits allow you to directly reduce your tax liability.

Almost everyone qualifies for the Standard Deduction or itemized deductions that reduce your taxable income.

Both tax credits and tax deductions can reduce the amount of tax you must pay. Deductions reduce the amount of income you pay taxes on, which in turn can reduce your tax. Credits are a dollar-for-dollar reduction in the amount of tax you owe.

Log into your Marketplace account and select the application for the year you’re filing taxes. Then, select “Tax Forms” to get your 1095-A. 

Your 1095-A for last year’s Marketplace coverage may be in your Marketplace account anytime from mid-January to February 1. It should arrive by mail no later than mid-February. 

• November 1: Open Enrollment starts.
• December 15: Deadline to enroll coverage that starts January 1.
• January 15: Open Enrollment ends. Last day to enroll for coverage that starts February 1.

After January 15, you can only get a health plan if you qualify for a Special Enrollment Period.

• In 2024, you’ll typically be eligible for ACA subsidies if you earn between $14,580 and $58,320 as an individual. For a family of four, you’re eligible with a household income between $30,000 and $120,000.All Marketplace plans cover:
  • 10 essential health benefits, including prescription drugs, emergency services, hospitalization, laboratory services, and mental health and substance use disorder services
  • Free preventive health services at no cost to you when delivered by a doctor or provider in your plan’s network
  • Coverage for pre-existing conditions

  HERE’S WHAT YOU WILL NEED FOR NOTARIZATION: 

  • A valid, government issued photo I.D. 
  • All documents that need to be notarized, fully completed and ready for signature. (The notary public is prohibited from helping you prepare, complete, or understand legal documents.)
  • If your documents require a signature witness in addition to notarization, please make sure to bring a witness with you.