Why work with a Certified Public Account (CPA)?

• A currently licensed CPA can represent you with the IRS
• A currently licensed CPA must stay up-to-date with tax laws & tax code
• Helps address different life situations and the impact it has on your tax return (i.e., self-employed, new business venture, multiple income sources, marriage, inheritance, investments, etc.)
• Getting expert advice can save you thousands of dollars

What documents do I bring in?

a.     Copy of your prior year tax return

b.     Most common tax related documents:

i.     Form W-2

ii.     Form 1099-MISC

iii.     Form 1098 (Mortgage Interest Statement)

iv.     Form 1099-INT (Interest Income)

c.     New baby = SSN and full name of your child

d.     New home purchase = HUD statement (or sometimes referred to as the Settlement Statement)

e.     Children in daycare, afterschool care or preschool:

i.     Total amount paid to the provider

ii.     Name, address, FEIN and State ID number of the provider

When are my taxes due?

a.     Individual Tax Return = 4/18/23 (extension 10/16/23)

b.     S-Corporation = 3/15/23 (extension 9/15/23)

c.     Partnership = 3/15/22 (extension 9/15/22)

d.     Trust Tax Return = 4/18/23 (extension 10/15/23)

Can I file an extension to pay my taxes?

No.  Although the actual filing of your income tax return can be extended, any payment owed to the government must be made on the original due date.  See 2023 filing due dates above.

What if I’m not able to pay my tax bill in full?

You can request for a monthly installment.  You’ll need to know what you can pay as a down payment and what amount you can commit to monthly (after the down payment is made).  Interest charges continue to accrue on the balance owed until it is paid off. 

I am self-employed.  What kind of information do you want me to gather for my taxes?

a.     Summary of Expenses

b.     If claiming a home office:

i.     Square footage of your home

ii.     Square footage of office space

iii.     Total home expenses (i.e., rent, mortgage interest, utilities, repairs)

How long will it take you to complete my tax return?

If the information that is submitted to prepare your tax return is complete, it could take up to 1 week.  However, the turnaround time increases if additional follow-up is required to obtain missing or additional information.  We guarantee all tax returns to be complete by the tax deadline if your information packet is brought in by March 15th.  However, for any clients coming in after March 15th, do expect the possibility of your tax return being extended.  The extension allows us more time to prepare a complete and accurate tax return.  Our policy is to complete tax returns in the order they come in.

How do I know if I missed any deductions or tax credits on a prior tax return?

We offer a free review of your prior year tax return to ensure that all deductions and/or tax credits were claimed.

Are you able to amend a prior year tax return?

Yes.  There is a three year window from the date the tax return was filed to amend a tax return.  For example, if you filed your 2017 tax return on 4/15/18, you have until 4/15/21 to amend it.

I received a letter from the IRS.  Can you tell me what this is for?

Whenever notices are received from the IRS or State Tax Office, please email them to us at ([email protected]) or fax it to us at (808) 440-0387.  By looking at a copy of the correspondence, it will help us determine what steps to take next to resolve the issue.