FAQ's

When is the first day I can file my taxes?

  • You can file your taxes as early as January 15, 2010 for the tax year 2009 tax returns. It is best to be sure you have all the required forms before making an appointment. 

How soon after filing will I have my check?

  • The time frame varies depending on what service you decide to use.  If you want a fast refund we can have the check in as little as a few hours!  But if you prefer you can have it direct deposited in your account for a lesser fee.  We will be adding a full page of choices for FAST REFUND OPTIONS!

How much do you charge?

  • Each individual tax return can vary depending on the forms that are required but most returns filed electronically and prepared average $50.00 total.  We have NO hidden fees that we deduct.  If you choose to have the fees deducted from your check there are additional fees for that as well as if you choose to have a FAST Refund you will be charged higher rates by the banking facility for the loan handling.

What do I need to bring to my appointment or drop off?

  • First if you are a returning customer I have most important information needed.  If you have had a child in the past year, bring the social security number and date of birth of your child.  I will need any change of dependents in the household.  If you have a change of address I will need that information.  If you did not file with us last year, you will need to provide social security number and dates of birth of all your relevant dependents and yourself and spouse. You will bring all pertinent forms you receive from employers, banks, and colleges.  If you are unsure of what to bring just give us a call. 

Can I drop off my paperwork in the Lock Box?

  • Yes, anyone can drop off the paperwork, I will contact you prior to any paperwork being filed to the IRS. Please remember to leave a phone number with your paperwork and a check for the fees. I only suggest "NEW" customers meet with me, to discuss important information the first year and sign necessary paperwork.  

When do I pay for the services?

  • All services must be paid for in advance of Electronic Filing or pickup of tax returns. I will accept post-dated checks if necessary or all funds can be deducted right from your refund check.