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What forms I need to bring with me for tax preparation?
Bring your prior year tax return, all w-2s, 1099s, 1098s, and all other relevant information including names, social security numbers and date of births of all of your dependents. It is always better to bring all the information for the tax appointment. For detailed information, please refer to Documents List. For stocks, please download our Stock Template Form.
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Can I get my taxes done if I do not have W-2?
Yes, you should try to contact your employer to obtain a duplicate W-2. If no W-2 is received until middle of Feb. inspite of your best efforts, you can get your taxes prepared with the support of your last paycheck stub for the year end.
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I have a child who is born on Dec. 31. Can I claim the child as my dependent?
Yes, you can. Obtain his social security number though.
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I have a dependent living with me in USA who is not eligible for a social security number. Can I claim this person on my taxes as dependent?
Yes, you can. You would have to file W-7 to obtain an Individual Tax Identification Number from IRS for tax filing purposes only.
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I have not received all documents yet. Can I file my taxes based on the forms I have?
Yes, you can. But I suggest you file taxes only when you have substantial forms and information. Partial filing would create extra work for you, as you would be filing amendment to your taxes as soon as you would collect or gather all the information. In such case, pay all taxes based on your estimated numbers and request filing extension time, and file taxes once and complete.
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I have lot of stock transactions. Can I list them in my own spreadsheet and attach them with the tax return?
Yes, you can provided the spreadsheet format replicates IRS format and includes all pertinent information which is required. Template is also available on the web site.
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How do I make appointments online?
To make online appointments you need to register with us. Click on the Appointments menu or Make Appointments Now link from the Services Menu. Click on Sign Up link and enter your information. Now click on Register and Sign In link. You can now click on the calendar dates to make appointments. The date should be greater than the current date. You will see an Open link, if appoinments are available. Click on Open link and it will take you to the Make an Appointment page.Select the type of appointment, start time end time and enter notes, if any. Click on Continue button to reserve your appointment. Tax preparation appointments are for 30 minutes and all other consulting appointments can be made for 1 hour only. You can make only 2 appointments at any given time.
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How do I cancel appointments?
Click on My Appointments button on Appointments screen to view all your appointments. To cancel an appointment click on button with X in the table. You have to call our office to cancel same day appointments. |
