FAQs

Many things go into the computing of a tax return. How many W-2 or 1099s do you have? Are you Head of the Household? Do you have any dependents? Are you receiving a Pension? ... as well as many other factors. All these are unique to each person making it difficult to quote precisely what a return will cost.

We strive to keep our rates competitive and are confident we are able to give you an affordable price option for professional advice and preparation of your return. We want you to feel comfortable with what you are paying for and welcome price comparisons.

We accept most forms of payment including... cash, personal check, Visa, MasterCard, Discover, and American Express.

YES. However, there are additional fees associated that are assessed by the banks and software companies.

The first year we prepare your returns we will ask you to bring social security cards for everyone and state issued ID for each adult and birth certificates for each child dependent on the return.

Please refer to our drop down "What to Bring" You can print a checklist to help gather your items.

Yes. Drop off options are available. When dropping off or sending in your documents for a return, there is a short questionnaire in the packet that needs to be filled out in order to help facilitate the completion of your return.

An Enrolled Agent (EA) is the highest credential awarded by the IRS. It recognizes someone who is authorized by the federal government and recognized in all 50 states, which has technical expertise in the field of taxation. They are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

We love when our clients tell people about us and want to reward them when they do. When a new client says they were referred by an existing client we send our existing client a check for $20. There is no limit to the number of referral checks you can receive, so please- tell your friends, family and others about our service and then tell them to let us know you sent them. We'll be happy to send you a $20 check for each new client that completes a return with us. (Good for new client referrals only, both previous and new clients must complete and pay for a tax return before referral payments are made).

Preparation fees for returns must be paid before they are submitted to the IRS or state. All returns completed in our office go through a 2 person review. Once the review is completed and the return is paid for, it is then sent /submitted. We send returns on a daily basis and most returns are sent within one business day.

According to the IRS website, once your refund has been received by the IRS, most refunds are issued within 21 days.

Once we submit the return for processing, it is out of our hands and in the hands of the corresponding government entity.

Refund statuses may be checked by visiting IRS.gov or Michigan.gov
(or other state .gov websites accordingly) and clicking on the "Where's my refund?" link. https://www.michigan.gov/taxes/0,4676,7-238-43513_75466---,00.html OR https://www.irs.gov/refunds

Refund information for the most current tax year you filed will generally be available within 24 hours after acknowledged receipt of your e-filed return. From there, you can see the most up to date information pertaining to your return including the anticipated amount, date, and method of refund.

If you filed a paper return, please allow 4 weeks before checking the status.

Federal law requires all employers to send employees W-2 statements no matter how low earnings or wages are. A 1099 is required if earnings are $600 or more. These W-2 statements can be sent in either paper or digital form and must be mailed to employees no later than January 31 of the following year. Employers must also file a copy of employee W-2s with the IRS.

If you have not received your W2 by February 14 you can contact the IRS directly to make a request.

Your first step should be to contact your employer or former employer to make a request or look on your employer's website for a digital copy of the W-2/1099. If you are unable to obtain a copy from the employer, you can get a copy of your W-2 from the Social Security Administration for a fee.

You can also contact the IRS and request a wage and income transcript, however wage and income transcripts do not include amounts paid for state and local taxes.

The IRS recommends keeping copies of your tax returns for 3 years.

We are open year round with office hours of
Monday - Friday from 9am to 4pm.

From January 15th - April 15th we EXTEND HOURS to serve clients from
9am to 9pm Monday - Saturday.

We are always closed on Sundays.

2887 Krafft Rd. Suite 1050, Port Huron, MI 48060

Personal returns are due by April 15th. If you have filed an extension it allows for an additional 6 months requiring returns to be filed by October 15th each year.

An extension is an additional 6 month period of time the government allows for returns to be submitted. Extensions MUST be requested, they are not automatic. Extensions allow for returns to be submitted between April 16th and October 15th without a late filing penalty, however if a payment is due you will still incur a late payment fee.

Personal extensions require returns to be submitted by October 15th.

The IRS recommends that taxpayers keep a copy of tax returns for at least current tax plus three previous years.

If we have prepared your previous year returns, we will be able to provide you with a copy of the return.

If the return was done outside our office, you should check with your software provider or prior tax preparer first. Tax returns are available from the IRS for a fee by filling out Form 4506. The price as of February 2020 is $50 per year.

You should immediately HANG UP and not give out any information. The IRS will NEVER CALL you! Any calls you receive claiming you owe money or any other matters regarding the IRS are SCAMS. All outgoing IRS contacts are made via mail.

Again, these emails are SCAMS. The IRS will not email you to request information or make payments. You should report the email as phishing and never respond the any requests for private information through email. All outgoing IRS contacts are made via mail.

The law requires the IRS to use private agencies to collect certain outstanding, inactive tax debts.

If your tax debt has been transferred to a private collection agency, you will be contacted by one of these four private collection agencies on the government's behalf:
CBE
P.O. Box 2217
Waterloo, IA 50704
800-910-5837
ConServe
P.O. Box 307
Fairport, NY 14450
844-853-4875
Performant
P.O. Box 9045
Pleasanton, CA 94566
844-807-9367
Pioneer
PO Box 500
Horseheads, NY 14845
800-448-3531

Private collection agencies will work on accounts where taxpayers owe money, but the IRS is no longer actively working them. Several factors contribute to the IRS assigning these accounts to private collection agencies, including older, overdue tax accounts or lack of resources preventing the IRS from working the cases.

The IRS will give taxpayers and their representative written notice that the accounts are being transferred to the private collection agencies. The agencies will send a second, separate letter to the taxpayer and their representative confirming this transfer.
Private collection agencies will be able to identify themselves as contractors of the IRS collecting taxes. Employees of these collection agencies must follow provisions of the Fair Debt Collection Practices Act and should be courteous and respect taxpayer rights.

The IRS will do everything it can to help taxpayers avoid confusion and understand their rights and tax responsibilities, particularly in light of continual phone scams where callers impersonate IRS agents and request immediate payment.
Private collection agencies will not ask for payment on a prepaid debit, iTunes or gift card. Taxpayers will be informed about electronic payment options for taxpayers on IRS.gov/Pay Your Tax Bill. Payment by check should be payable to the U.S. Treasury and sent directly to IRS, not the private collection agency.
IRS will not assign accounts to private collection agencies involving taxpayers who are:

• Deceased
• Under the age of 18
• In designated combat zones
• Victims of tax-related identity theft
• Currently under examination, litigation, criminal investigation or levy
• Subject to pending or active offers in compromise
• Subject to an installment agreement
• Subject to a right of appeal
• Classified as innocent spouse cases
• In presidentially declared disaster areas and requesting relief from collection

Private collection agencies will return accounts to the IRS if taxpayers and their accounts fall into any of these 10 situations after assignment to the private collection agencies.