FAQs

  • How can I check the status of my refund?
    • Use the ‘Where’s My Refund’ tool on the IRS website for the most up-to-date information regarding the status of your refund. This tool is updated every 24 hours.

  • Do I need to file a tax return?
    • You must file a tax return if your income is greater than the standard deduction for your filing status and age. It is important to remember that filing a tax return could be in your best interest even if you are not technically required to do so. As always, you should contact our office or check the IRS website to find out if you need to file a return and get the most current information about tax filing requirements.

  • What documents do I need to do my taxes?
    • Most individuals will need a W-2 from their employer or a 1099-MISC if you are self-employed. You will also need information such as social security numbers and birthdates for you, your spouse, and your dependents. Our office will send you a tax organizer to assist you in gathering your tax documents

  • Is an e-filed return safe?
    • Yes, most consider e-filing a safer practice than mailing a return. We recommend you e-file your tax return when possible so you will receive your refund faster.

  • Is there a penalty for filing my taxes after the deadline?
    • The late filing penalty is normally 5% of the additional taxes owed amount for every month (or fraction thereof) your return is late, up to a maximum of 25%. If you file more than 60 days after the due date, the minimum penalty is $135 or 100% of your unpaid tax, whichever is smaller.
  • Who can I claim as a dependent?
    • You can deduct your own children on your tax return, as well as other qualifying people such as elderly parents, significant others, or other relatives. They’ll have to meet certain requirements to qualify.

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