Frequently Asked Questions

You're welcome to call Vilma at our front desk -- she'll ask you a few questions about your tax situation and if you were referred to us. This allows her to see what tax preparer you may be a fit for. That preparer will contact you back with further questions or to set up a phone or in-person consultation.

If your return has already been filed, you can check the status of your refund at www.irs.gov/wheres-my-refund

You'll need the taxpayer's social security number, filing status, and exact refund amount.

To make a payment for taxes due on a filed return or to make an estimated tax payment for the current tax year, you can visit www.irs.gov/payments 

We encourage you to make an IRS account so that you can see a history of payments made, returns filed, and transcripts. This information could help answer questions that arise if a refund is delayed or you receive a letter with any penalties or interest.

It depends. If you have income other than a W2, SSA-1099, or 1099-R where they take federal tax out for you, you may want to consider making estimated tax payments throughout the year.

If you typically owe each year, you may be accumulating penalties for not paying in enough. Making estimated tax payments would help minimize or avoid penalties and a large tax bill when you file your tax return.

Speak with your preparer about your particular situation and they can guide you on whether you need to make estimated tax payments and how much should be paid in.