tax services

TAX PREP FEES START AT $199 AND UP. FEES ARE BASED ON RETURN TYPE AND THE OVERALL PREPARATION PROCESS. ALL FEES ARE DISCLOSED PRIOR TO THE COMPLETION OF YOUR TAX RETURN 

WE OFFER THREE FILING OPTIONS. CLIENTS CAN FILE WITH US VIA OUR ONLINE FILING, DROP-OFF, OR IN THE OFFICE. 

YOU CAN CHECK THE STATUS OF YOUR TAX REFUND BY VISITING IRS.GOV/REFUNDS. BE SURE TO INPUT YOUR REFUND AMOUNT BEFORE THE FEES LISTED ON YOUR TAX RETURN.  

THE IRS REQUIRES YOU TO REPORT ANY INCOME TOTALING $400 OR MORE ON YOUR TAX RETURN. 

IN 2022, FAMILIES WILL RECEIVE LETTER 6419 DOCUMENTING ANY ADVANCE PAYMENTS ISSUED TO THEM DURING 2021 AND THE NUMBER OF QUALIFYING CHILDREN USED TO CALCULATE THE ADVANCE PAYMENTS. THIS LETTER CAN HELP THEM ACCURATELY RECONCILE THE ADVANCE CTC PAYMENTS THEY HAVE RECEIVED AND CLAIM ANY REMAINING PORTION OF THE CTC WHEN COMPLETING THEIR 2021 FEDERAL INCOME TAX RETURN IN 2022.  

IF YOU LOST YOUR REFUND CHECK, YOU SHOULD INITIATE A REFUND TRACE. CALL THE IRS AT (800) 829-1954 AND EITHER USE THE AUTOMATED SYSTEM OR SPEAK WITH AND AGENT. 

STARTING 2021, A 1099-MISC IS GENERATED FOR A SELF-EMPLOYED INDIVIDUAL THAT EARNED LESS THAN $600 DURING THE CALENDAR YEAR. SELF-EMPLOYED INDIVIDUALS WHO EARNED $600 OR MORE WILL RECEIVE A FORM 1099-NEC.  

THE IRS OFFERS 4 OPTIONS TO UPDATE YOUR ADDRESS:

• ORAL NOTIFICATION - NOTIFY THE IRS IN PERSON OR BY PHONE. YOU WILL BE ASKED TO VERIFY YOUR IDENTITY AND THE CURRENT ADDRESS ON FILE. PLEASE HAVE YOUR NAME, NEW ADDRESS, OLD ADDRESS, DATE OF BIRTH, AND SOCIAL SECURITY NUMBER READY TO FURNISH TO THE IRS. 
• IRS FORM - USE FORM 8822 OR FORM 8822-B
• TAX RETURN - USE YOUR NEW ADDRESS WHEN YOU FILE
• WRITTEN STATEMENT - SEND THE IRS A SIGNED WRITTEN STATEMENT INCLUDING YOUR NAME, OLD ADDRESS, NEW ADDRESS, AND SOCIAL SECURITY NUMBER. MAIL YOUR SIGNED STATEMENT TO THE ADDRESS WHERE YOU FILED YOUR LAST TAX RETURN. 

TO MEET THE QUALIFYING CHILD TEST, YOUR CHILD MUST BE YOUNGER THAN YOU AND EITHER YOUNGER THAN 19 YEARS OLD OR BE A "STUDENT" YOUNGER THAN 24 YEARS OLD AS OF THE END OF THE CALENDAR YEAR. THERE'S NO AGE LIMIT IF YOUR CHILD IS "PERMANENTLY AND TOTALLY DISABLED" OR MEET THE QUALIFYING RELATIVE TEST.   

TO FILE AS HEAD OF HOUSEHOLD, YOU MUST: PAY FOR MORE THAN HALF OF THE HOUSEHOLD EXPENSES. BE CONSIDERED UNMARRIED FOR THE TAX YEAR AND YOU MUST HAVE A QUALIFYING CHILD OR DEPENDENT.