A: For preparing and filing a
tax return, it depends on the complexity of your situation. Simple returns begin at about $250. Once we meet I will be able to give you a reasonable estimate.
A: It’s a good idea to keep a ‘tax file’ where you can put any tax documents, receipts and the like as you receive them throughout the year; that way you’ll have them all in one place when it’s time to get started.
Once you’ve received all of your W-2s and 1099 statements, usually by the end of January, we can set up a meeting.
A: Bring your last filed tax return, any changes you foresee for the current year (such as a new income stream, job change, marriage or divorce, etc.) and any questions you may have. If you have a small business, be sure to bring your income statement, profit and loss statement, and expense report and receipts.
A: If you have an online account set up with your employer, bank, or investment broker, you should be able to access these documents online. Otherwise, you can contact the original issuer and request a duplicate copy.
A: This is likely a scam, since the IRS and state agencies do not communicate via e-mail; delete and do not open any links. Please feel free to call the office if you receive such an email.
A: Most notices are computer-generated resulting from matching the information you have reported with the information provided by an employer, investment firm, state revenue office, etc.
Most notices give you up to 30 days to respond; if you have questions about the notice, give us a call.
A: Most notices are computer-generated and are sent for underpayment or late payment of taxes or when information you have provided doesn’t match up with information provided by an employer, investment firm, state revenue office, etc.
A: Yes, you need to sign an authorization form before we can electronically file (e-file) your return. If you are married and filing a joint return, you will both need to sign the authorization form.
A: In the relatively rare event of an audit, I will be happy to accompany you and assist as needed.
Both the IRS and State of Minnesota have web sites to help you check your tax return and refund status; you will need your social security number and the adjusted gross income shown on your tax return.