What services do you provide?
We provide professional income tax return preparation for individuals, business and trusts. Multi state tax returns are also available. We handle diverse clientele.
Are current with the latest tax laws especially related to the pandemic?
Yes, by continually take continuing education courses that include comprehensive tax law updates related to COVD-19.
What is your fee structure?
Considering the uncertainty economic situation, our fees are competitive and offer introductory price.
What are your disclosure and privacy procedure?
Each client is presented with a disclosure and privacy statement to be signed that ensures the confidentiality of client documentation.
Are you working remotely or in an office or at clients residences?
All COVID protocols are in place. Remote preparation is available.
Is your COVID stimulus payment taxable?
The stimulus payment is not taxable…However, you will need to provide the payments on the 2020 tax returns as a Recovery Rebate payment. It is possible for your payment to increaser if you did not receive the maximum payments.
Is unemployment insurance taxable?
Unfortunately, the payments are fully taxable for both the IRS and State taxing authorities. To ease the tax burden, it is advisable to have federal and state withholding from your payments.
What affects your refund?
Your refund is based on a number of factors, including payroll withholdings, deductions, credits and payments of estimated taxes.