How do I get my Form W-2?
A: Form W-2 may be able to download your W-2s even before you receive them in the mail. If ADP, TALX or CIC Plus issue W-2s for your employer, then ask us if you can take advantage of our W-2 Download program
Your employer is required to mail your completed Form W-2 (copies B, C, and 2) showing your compensation and tax withholding amounts for the calendar year by January 31. If you do not receive your W-2 by January 31, contact your employer to confirm your address and find out when the form was mailed. If you have not received your W-2 by February 15, then call the IRS at 1-800-829-1040. A representative will complete a W-2 complaint on Form 4598, Form W-2, or 1099 Not Received or Incorrect.
What information should I bring with me?
A: In order to make sure we get you the maximum deduction allowed, you should try to bring all of the following materials to your tax interview:
- Wage statements (Form W-2)
- Pension, or retirement income (Forms 1099-R)
- Social Security card(s)
- Driver's license(s)
- Dependents' Social Security numbers and dates of birth
- Last year's tax return
- Information on education expenses
- Commissions received and/or paid
- Information on the sales of stocks and/or bonds
- Self-employed business income and expenses
- Lottery and/or gambling winnings and losses
- State refund amount
- Social Security and/or unemployment income
- Income and expenses from rentals
- Alimony paid or received
- Record of purchase or sale of real estate
- Medical and dental expenses
- Real estate and personal property taxes
- Estimated taxes or foreign taxes paid
- Cash and non-cash charitable donations
- Mortgage or home equity loan interest paid (Form 1098)
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Childcare expenses and provider information
If you don't have all of the information above, don't worry, we'll be glad to work with what you have and help you determine what else you might need to get your return filed as quickly as possible!
How much does it cost to have my taxes prepared?
A: The cost of tax preparation is based upon the complexity of your tax return. To learn more, please contact our office.
How quickly can I get my return?
A: When you file electronically and choose one of the free IRS Direct options, you can receive your refund directly from the IRS by direct deposit in approximately 8 to 15 days. You can also choose to have the IRS mail you a check in approximately 21 to 28 days. IRS Direct is free with paid tax preparation. We also make a variety of financial products available to qualified customers through our lending partners if you need to receive money faster.
I need to change my withholding. How do I update my personal information?
A: Use Form W-4, Employee's Withholding Allowance Certificate. If you get married or divorced, if a child is born, or if you no longer can claim a child as your dependent, you will need to complete a new Form W-4. When you begin to work at a new company, your employer must give you a Form W-4 to complete. You can also request a Form W-4 from your employer at any time to reflect a change in your tax situation.
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What is the Earned Income Tax Credit (EITC) and am I eligible?
A: The Earned Income Tax Credit (EITC) is applicable to low-income workers who may or may not have a qualifying child, or children, living with them. If you can take the EITC, then it is subtracted from the tax owed. The credit can be refunded even if you don’t owe any tax. If you have a qualifying child and your earned income and adjusted gross income (AGI) are each less than $32,001 ($34,001 if filing Married Filing Jointly), then you could be eligible for a maximum credit of $2,747. The maximum credit is $4,536 if you have more than one qualifying child and your earned income and your AGI are both less than $36,348 ($38,348 if Married Filing Jointly).
