FAQS
Do you have a way to pay an oustanding invoice online? We do not currently accept online billing payments. We are looking to expand our payment options to include online payments, however in the meantime we are accepting check payments.
What hours are you available? We are available during our normal business hours which are Monday through Friday from 9:00am to 5:00pm. We are also happy to schedule an appointment outside of normal business hours if necesssary.
If I received a notice from the IRS or State Government, can you help? Absolutely, we are here to help. We are happy to offer guidance for you to personally respond to the notice. Additionally, we represent individual and business entities on a case-by-case or project-by-project basis in a wide variety of matters.
What documents do I need to provide for you to prepare my return? Tax documents vary for each individual and business. Common tax documents necessary to prepare an individual return include but are not limited to W-2, 1099-INT, 1099-DIV, 1099-R, SSA-1099, 1098. These forms are provided to you by the respective financial institution. For business returns, documents include but are not limited to fiscal year end financial statements, 1099's recevied from financial institutions, detailed list of assets sold and purchased, copies of payroll tax returns.
It is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax returns, including but not limited to the auto, travel, entertainment, and related expenses and the required documents to support charitable contributions, if applicable. If you have any questions as to the type of records required, please ask us for advice in that regard.
What is the best way to provide you with my tax documents for you to prepare my return? We are able to receive documents based on our client preferences. You are welcome to submit documents by dropping them off at our office, sending them via fax or email, or uploading files through your SmartVault client portal.
When is the deadline for submitting tax documents for you to prepare my return? For individuals, we must receive all information to prepare your returns by March 15, 2023 to ensure that your return will be completed by April 15, 2023. If we have not received all of your information and your return is not completed by April 15, 2023, you may be subject to late filing or late payment penalties.
Am I required to provide documentation for virtual currency transactions? The Internal Revenue Service (IRS) considers virtual currency (e.g., Bitcoin) as property for U.S. federal tax purposes. As such, any transactions in, or transactions that use, virtual currency are subject to the same general tax principles that apply to other property transactions.