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FAQ: FAQ

HOW CAN I FILE MY TAXES?

You can file remotely or in-person.

DO I HAVE TO MAKE AN APPOINTMENT FOR NOTARY SERVICES?

Yes, appointments are needed for any service. We will also travel to you.

DO I NEED A SOCIAL SECURITY CARD OR IDENTIFICATION CARD TO FILE MY TAXES?

If it's on file, NO. If it's not on file, yes, we will need a copy for our records for all taxpayers.

DO I NEED A SOCIAL SECURITY NUMBER/CARD FOR MY DEPENDENT(S)?

All taxpayers and their dependents must have a social security number. If the cards are on file, no you do not need the card. If the cards are not on file, you will need a copy.

WHAT OTHER DOCUMENTATION CAN BE USED IN INSTEAD OF THE SOCIAL SECURITY CARD FOR MY DEPENDENT?

If a dependent is missing Social Security card, the following documents can be used:

*Birth Certificate

*Insurance Card With Social Security #

*Letter From School on Official Letter Head

*Immunization Records

*For taxpayers we can use previous year's W2.

DO I QUALIFY FOR EARNED INCOME CREDIT(EIC)?

Depending on your income. Low-to-moderate income workers with qualifying children may be eligible to claim the Earned Income Tax Credit (EITC) if certain qualifying rules apply to them. You may qualify for the EITC even if you can't claim children on your tax return.

USEFUL RESOURCES

Designed to Keep Our Clients Informed

FORM 1040

US Individual Income Tax Return

US Individual Income Tax Return Annual income tax return filed by citizens or residents of the United States.

FORM 1040-ES

Estimated Tax for Individuals

Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.

FORM 941

Employer's Quarterly Federal Tax Return

Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.

FORM SS-4

Application for Employer Identification Number (EIN)

Use this form to apply for an employer identification number (EIN).

FORM W-2

Wage and Tax Statement

Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

FORM W-4

Employee's Withholding Certificate

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

FORM W-7

Application for IRS Individual Taxpayer Identification Number

Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social

FORM W-9

Request for Taxpayer Identification Number (TIN) and Certification

Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

FORM 4506-T

Request for Transcript of Tax Return

Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

FORM 9465

Installment Agreement Request

Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).

FAQ: Client Resources
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