Tax Preparation FAQ

1. Q: Will my deposit go towards my tax preparation fee?
A: Yes, your deposit will be deducted from your tax preparation fee.

2. Q: When will I get my refund?
A: Refunds typically take 21 business days.

3. Q: Can I come alone to my tax appointment or must I bring my spouse?
A: You can come alone, HOWEVER, it is usually easier to prepare an accurate tax return if both parties are present. Your spouse will have to sign the return, but you can always  take forms home for signature & return them, or we have e-signature options as well.

4. Q: How long will my tax appointment take?
A: Without a business or rental properties tax appointments typically take 45 minutes to an hour.

5. Q: How long do I have to cancel or reschedule my appointment to get my deposit back?
A: Deposits are NON refundable. You need to cancel or reschedule your appointment at least 48 hours ahead of time in order to be able to transfer it to your new appointment.

6. Q: How much is the deposit?
A: $50 for individual tax preparation appointments or $100 for business/rental tax preparation appointments.

7. Q: How do virtual appointments work?
A: You start by scheduling your virtual appointment via phone/text/email. You then need to organize and get your tax documents to the office (upload/fax/mail/drop off). Your documents and partial payment of $250 are due 2 weeks prior to your virtual appointment. During your virtual appointment, you will get a phone call from Kassi to get the tax return started (and normally finished at that same time) When your tax return is done, you will pay the final fee for tax preparation and then we will arrange for you to sign your tax return.

8. Q: How much will I have to pay to get an extra copy of my tax return?
A: The fee for a duplicate paper copy of your tax return is $25. We will upload a PDF copy to our secure portal for you for free.

9. Q: What documents do I need to bring for my children?
A: We need social security cards, birth certificates, proof of insurance, and some type of proof that the children lived with you for ALL NEW CLIENTS. If you are a returning client, we most likely already have the cards and birth certificate on file. Proof of insurance and proof that they lived with you is required every year. We also have a bunch of very intrusive questions we are required to ask, that you can fill out at home, or in our office. The due diligence paperwork we ask you to fill out is required by the IRS. When you fill it out, please just do the best that you can. We will go over it with you and make sure everything is completed correctly at your appointment.

10. Q: Can I scan and send my receipts?
A: We do not prepare taxes from your receipts. Preparing from your receipts is considered bookkeeping, and is subject to a higher hourly rate. If you want us to do your bookkeeping, we can do it, we just need more time before your appointment. If you would like to keep your tax preparation fee low, you will need to fill out one of the many worksheets that we will provide to you when you schedule your appointment.

11. Q: Can I write off the furniture/appliances/major purchases?
A: You can, with some exceptions, if its for business. Those purchases that are not business related are not deductible in most cases. However, you can write off the sales tax (if you itemize your deductions) and there are sometimes credits for certain things. Please ask and

12. Q: Does my child need to file a tax return?
A: They might need to file depending on income & withholding. Bring their W2’s to your appointment and I’ll take a look, OR they can upload or text them in prior. We like to do them because the kids often make a mistake that affects their parents’ returns. Tax preparation for dependents starts at $125 for 1W2 & go up from there.

13. Q: Do we need to show receipts for items we list on General Worksheet?
A: You do not need to prove your expenses to me, however, in the event of an audit, the IRS will require receipts or bank statements to substantiate expenses claimed on the return.

14. Q: How will I know if I need to itemize my deductions?
A: We won’t know until the return is prepared… Schedule A includes medical expenses, taxes paid, mortgage interest, charitable contributions, and work related expenses. A lot of people file standard for federal and long form (including schedule A) for CA.

15. Q: How do I pay my IRS & CA balance due?
A: You can pay your balance due at Choose make a payment / bill payment / form 1040 / year 2022. For CA go to Choose make a payment / bill payment filing MFJ / year 20XX. Please make sure to pay the balances due under the primary taxpayer’s SSN, the person listed first on the tax return. If you are still on an IRS installment agreement you WILL NEED TO revise it to add this new balance, They don’t usually automatically revise it for you. Please let me know if you have any questions.