Frequently Asked Questions

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We have compiled an extensive list of items needed to file your income tax return. Please reach out to us and we will be happy to send it to you.

An income tax return must be filed if unearned income (such as from ordinary dividends or taxable interest) was more than $1,050 or if earned income (such as from wages or salary) was more than:

$12,550 for single filers, $18,800 for those filing Head of Household, and $25,100 for Married Filing Joint filers.

Self-employed taxpayers must file a federal income tax return if net earnings are at least $400, including non-employee income reported on form 1099-MISC. Tax situations can vary greatly so make sure to discuss your personal circumstances with your preparer.

Corporation and partnership tax returns for the 2022 tax year (such as LLCs and S-Corps) are due on Wednesday, March 15, 2023.

Personal tax returns and liability payments (if applicable) for the 2022 current tax year are due by Tuesday, April 18, 2023.  

Extensions are given for six months and available if filed before the deadline.

Contact us and we will file an extension for you at no extra charge if you file your return with us. The last date to file an extension for the 2022 tax year is on Tuesday, April 18th, 2023. If you opt to file an extension your new deadline will be October 18, 2023. Please keep in mind that even if an extension is filed it does not prevent late payment fees if taxes will be owed. In the case that you think you may owe, contact us and we will help you set up a plan with the IRS. Late filing fees will not be incurred with an extension filing, but only late payment fees (if applicable to your return.) 

Call us (or message us after-hours by clicking here) to schedule an appointment with one of our professionals. Then we will file and handle everything from start to finish for you.  

Three years is generally the look-back period the IRS is allowed to cover on audits so this is a good time to hold on to tax documents. However, If fraud or underpayment of income tax is suspected the IRS has the right to request documents up 7 years old. Hold onto important receipts like documents that prove deductions, expenses and/or donations.  

NO! Unless you contact them first and you initiate the contact, the Internal Revenue Service does not make soliciting phone calls.

The IRS initiates most contacts through regular mail delivered by the United States Postal Service. However, there are special circumstances in which the IRS will call or come to a home or business but in those cases, taxpayers will generally first receive several letters (called “notices”) from the IRS in the mail.

The IRS will never send an email asking for personal information. There will especially not be any unsolicited messages. There are many scams going around so be vigilant and do not ever give out identifying information unless you initiated contact with the IRS at a valid phone number.

Click here for more information regarding topic (via IRS publication)

Under certain circumstances, a portion of the money received from a retirement program like Social Security can be treated as taxable income. This is most common for those who continue working while receiving retirement benefits.  

Returns usually take between 1-4 weeks to receive. This is dependent on the time and method of filing. Electronic filing is usually faster but in some cases paper filing is required. Links to check the status of returns filed can be found here on our site located on the menu bar above. It is best to check online (click for links here) before calling or contacting the IRS if you are experiencing any delays. 

The Sixteenth Amendment (Amendment XVI) to the United States Constitution allows Congress to levy an income tax without apportioning it among the states on the basis of population. It was passed by Congress in 1909 in response to the 1895 Supreme Court case of Pollock v. Farmers' Loan & Trust Co. The Sixteenth Amendment was ratified by the requisite number of states on February 3, 1913, and effectively overruled the Supreme Court's ruling in Pollock.