Below are some of our most Frequently Asked Questions and their answers. If you have a question that is not listed here, please send us a message using our Contact Form.
What information is needed to send my return to a 3rd Party?
An email or fax that authorizes who is to receive the information, their email address and what they are authorized to receive.
Where is my Federal refund?
Please visit this link
How do I get a copy of my tax return?
An email or fax that authorizes the content and year of the tax return desired and where it is to be sent.
What do I do with an IRS notification?
We need a copy of the notification and all pages received.
How do I file an extension?
This is a service we provide. Please inform us if you need one.
How do I e-file?
This is a service we provide as part of the preparation of your income tax returns. The IRS and most states now require us to e-file any income tax returns we prepare.
Where do I send my Federal estimated tax payments and what information should I include?
We recommend you make payments online at IRS.gov. If you have any questions, please contact us.
How long do I need to store specific tax records?
We have an extensive reference list on our Storing Tax Records page.
Where can I find other local tax websites?
Please check the Additional Tax Websites section on our Government Forms page.
Where can I find an email address for the person I’ve been working with?
See the Our Team section on the About Us page.