Tax Preparation FAQ

  1. How does the new proposal process work?
    After discussing your tax preparation needs, we’ll send you a customized proposal via Ignition. This proposal outlines the services we’ll provide and the associated fees. You’ll have the option to review and accept the proposal electronically.
  2. What payment methods do you accept?
    We accept payments through various secure methods, including credit and debit cards and ACH transfers. All payments are processed electronically through Ignition, ensuring convenience and security.
  3. What if I need to reschedule or cancel my appointment?
    If you need to reschedule or cancel your appointment, please notify us at least 48 hours in advance to avoid an additional fee. Rescheduling or cancellation requests made with less than 48 hours’ notice may incur a fee.
  4. How do virtual appointments work with the new system?
    All appointments are conducted virtually via Zoom. Once you’ve scheduled your appointment and accepted the proposal, you’ll receive a Zoom link. Be sure to upload your tax documents to the secure portal at least two weeks before your appointment. During the scheduled session, Kassi will review your return with you in real time.
  5. When can I expect my tax refund?
    Refunds are typically processed within 21 business days after filing. You can check the status of your refund using the IRS “Where’s My Refund?” tool.
  6. Do I need to include my spouse for the tax appointment?
    Since all appointments are virtual, it’s helpful for both spouses to attend the Zoom session. However, if only one spouse can join, we will coordinate electronically to ensure all necessary signatures and approvals are obtained.
  7. What documents should I upload for my children?
    For new clients, please upload your children’s Social Security cards, birth certificates, proof of insurance, and evidence that they lived with you (e.g., school records or medical bills). Returning clients only need to update proof of insurance and residency annually. Additionally, IRS-required due diligence paperwork must be completed.
  8. How long will my tax appointment take?
    Appointments without business or rental property considerations typically last 45 minutes to an hour.
  9. Is there a fee for obtaining an extra copy of my tax return?
    A duplicate paper copy of your tax return is available for $25. Alternatively, we can upload a PDF copy to our secure portal at no additional cost.
  10. How much in thrift donations can I claim?
A. When claiming thrift store donations on your taxes, the maximum amount you can claim without additional documentation depends on the total value of the items donated. Here’s what you need to know:

  1. If the total donation value is $500 or less:
    • You can claim the fair market value of the donated items without additional documentation beyond a standard receipt.
    • The IRS expects items to be valued at their current thrift store value, not the original purchase price.
  2. If the total donation value exceeds $500:
    • You’ll need to file Form 8283 (Noncash Charitable Contributions) with your tax return and provide details of the donated items, including descriptions and estimated values.
  3. If any single item (or group of similar items) is valued over $5,000:
    • The IRS requires a qualified written appraisal to substantiate the deduction.

It’s always a good idea to keep a detailed list of the items donated and their estimated fair market values to support your deduction in case of an audit. If you need help determining values or organizing your donation records, let us know!

For additional questions or assistance, please contact us at:

  • Phone: 559-732-5372
  • Text: 559-235-7500
  • Email: kassigpit@gmail.com