• How long after I file my return do I have to amend my tax return (for this year or a previous year)?

    Generally, for a credit or refund, you must file Form 1040X within 3 years (including extensions) after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later. If you filed your original return early (for example, March 1 for a calendar year return), your return is considered filed on the due date (generally April 15). However, if you had an extension to file (for example, until October 15) but you filed earlier and the IRS received it July 1, your return is considered filed on July 1.

  • Why do I need to check in?

    During check in we verify the accuracy of the contact information that is to appear on your tax return. You must complete our tax appointment questionnaire (which is updated every year as the tax laws change) to make sure we don’t miss any deductions or credits pertinent to your tax situation. You may complete the form in the privacy of your own home. The form is located under Important Documents. Complete the Tax Return Appointment Questionnaire and submit it to our office prior to arrival.

  • What is a prepaid Audit Service?

    Our Prepaid Audit Service is optional and available for an additional fee. This option can save you significant representation fees should your return be audited. It gives you peace of mind knowing that if you get audited your representation fees are pre-paid. This fee will only cover the calendar year tax return for which you have paid. This service will not cover audit representation services for any other tax year. The form is located under Important Documents. You may complete the Prepaid Audit Service form and submit it to our office prior to arrival. If interested, your tax professional will discuss this option with you. They will determine if you qualify for the service, discuss the cost and answer any questions you may have.

  • Why do you ask me to show up 15 minutes before my scheduled appointment?

    As a courtesy to our tax professionals, as well as to our clients who have arrived on time, we ask that you arrive at least 15 minutes before your appointment. This guarantees that you are in our office and on time for your scheduled tax appointment. It ensures that time is not taken away from your actual appointment with your tax professional. We have found this provides enough time for you to check in and complete the necessary paperwork. Clients arriving 10 minutes or more after their scheduled appointment time will be considered late. We have gone to great lengths to minimize any wait time in our office and make your visit as efficient as possible. Consequently, if you arrive more than 10 minutes late for your scheduled appointment time, we reserve the right to reschedule your appointment, based on availability. Your cooperation is greatly appreciated.

  • Should I call your office if I’m running late?

    Yes, please contact us as soon as you realize you will be late for your appointment. Clients arriving 10 minutes or more after their scheduled appointment time will be considered late. After completing the 10 minute check-in process you could be over 20 minutes late for your scheduled appointment. We have gone to great lengths to minimize any wait time in our office and make your visit as efficient as possible. Consequently, we reserve the right to reschedule your appointment, based on availability, if you arrive more than 10 minutes late for your scheduled appointment time. Your cooperation is greatly appreciated.

  • What do you charge for a tax consultation

    We schedule consultations for a minimum of one hour and charge an hourly rate. Tax consultations are most often scheduled for estimating/forecasting tax liability and tax planning purposes. We do not schedule appointments to review self-prepared tax returns. Consultations are scheduled during the months of May through January. All fees are payable by cash or check at the time of service. Call or email our office for more information.