FAQ

WHAT IS THE EARLIEST DATE I CAN FILE MY TAXES?

WHEN YOU GET YOUR W-2, YOU CAN FILE YOUR PREPARED TAXES RIGHT AWAY, BUT THE IRS WILL NOT ACCEPT THEM BEFORE A PRE-DEFINED DATE.

WHEN IS THE DEADLINE TO FILE MY TAXES?

THE STANDING DEADLINE FOR PERSONAL TAXES IS APRIL 15. HOWEVER, SOMETIMES THAT DATE FALLS ON A WEEKEND OR AFTER EMANCIPATION DAY (A HOLIDAY IN DC) AND PUSHES THE DEADLINE TO AS LATE AS APRIL 18.

WHAT SHOULD YOU BRING TO YOUR TAX INTERVIEW?

BELOW IS A LIST OF DOCUMENTS TO BRING WITH YOU TO YOUR TAX INTERVIEW.
 
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
  • NAME
  • DATE OF BIRTH
  • SOCIAL SECURITY CARD /ITIN/ATIN
  • LAST YEAR’S TAX RETURN
  • VALID DRIVER’S LICENSE OR PHOTO IDENTIFICATION

    ITEMS THAT CAN PROVE DEPENDENCY ARE:
  • SCHOOL RECORDS (REPORT CARDS, REGISTRATION, ETC.)
  • CHILDCARE STATEMENTS
  • MEDICAL DOCUMENTS (MEDICAL HISTORY, PROVIDER’S BILL, ETC.)
  • FINANCIAL STATEMENTS (CHECKING OR SAVINGS ACCOUNTS, IRAS OR RETIREMENT ACCOUNTS)
  • LEGAL FILINGS BIRTH CERTIFICATE
     
INCOME AND TAX INFORMATION:
  • W-2’S
  • INTEREST (1099-INT OR SUBSTITUTE)
  • DIVIDEND SLIPS (1099-DIV OR SUBSTITUTE)
  • STOCK SALES (1099-B OR BROKER STATEMENT)
  • SELF-EMPLOYMENT INCOME AND EXPENSES
  • SALE OF A PERSONAL RESIDENCE
  • RENTAL INCOME AND EXPENSES
  • SALE OF ANY BUSINESS ASSETS
  • GAMBLING OR LOTTERY WINNINGS (W-2G FOR SOME WINNINGS)
  • STATE INCOME TAX REFUND (1099-G)
  • PENSION INCOME (1099-R)
  • ESTIMATED TAXES PAID
  • SOCIAL SECURITY OR RAILROAD RETIREMENT (SSA-1099 OR RRB-1099)
  • IRA OR 401(K) DISTRIBUTION (1099-R)
  • UNEMPLOYMENT COMPENSATION (1099-G)
  • MISCELLANEOUS INCOME (1099-MISC)
  • INCOME FROM GIG ECONOMY – 1099K
  • VIRTUAL CURRENCY STATEMENT - 1099
     
CREDITS FOR INDIVIDUALS:
 
FAMILY AND DEPENDENT CREDITS:

INCOME AND SAVINGS CREDITS:
 
HOMEOWNER CREDITS:

HEALTH CARE CREDITS:

EDUCATION CREDITS:
 
DEDUCTIONS FOR INDIVIDUALS
 
WORK RELATED DEDUCTIONS:
ITEMIZED DEDUCTIONS:
 
EDUCATION DEDUCTIONS:
HEALTH CARE DEDUCTIONS:
 
INVESTMENT RELATED DEDUCTIONS:

 

DIRECT DEPOSIT INFORMATION

PLEASE BRING A VOIDED CHECK OR HAVE THE ROUTING AND ACCOUNT NUMBERS FOR YOUR BANK ACCOUNT IF YOU WOULD LIKE YOUR TAX RETURN DIRECT DEPOSITED INTO YOUR ACCOUNT.

HOW CAN I CHECK THE STATUS OF MY REFUND?

THE 'WHERE’S MY REFUND' TOOL ON THE IRS WEBSITE PROVIDES THE MOST UP-TO-DATE INFORMATION REGARDING THE STATUS OF YOUR REFUND. THIS TOOL IS UPDATED EVERY 24 HOURS.