Frequently asked questions

DO I NEED TO COME TO YOUR OFFICE TO GET MY TAXES DONE?


We Prepare Taxes for Anyone, Anywhere! We utilize the latest innovations in tax technology to prepare taxes for anyone, anywhere. That's right, you do not actually have to come into the tax office anymore to get your taxes done. Here's how it works:

  1. Download our Tax App (TaxPass)
  2. Submit your tax documents (i.e. W-2’s, 1099’s & ID), conveniently and securely by simply taking a picture of each document using your smart phone.
  3. One of our tax professionals will review your documents and prepare your tax return. Upon completion, the tax professional will call you with any additional questions to finalize your tax return.
  4. Upon completion of your tax return, the tax professional will send you a text message with a secure link. Click on the link to sign your tax returnusing your smart phone. It’s that simple!
  5. Get your tax refund in 10 to 21 days. If you need access to your tax money even faster you can opt for our next day Easy Advance up to $6,000. That’s right, $6,000 Easy Advance at no additional cost to you, the next day. With the IRS Holding Refunds until Feb 15 th or later, if you claim children on your tax return, you may need access to the $6,000 Easy Advance now. Best of all, we can deduct your fees from your tax refund. You will have several Disbursement Options available to you (i.e. check, direct deposit or Visa prepaid card) to receive your tax refund and/or Easy Advance.




WHAT PAPERWORK SHOULD I BRING TO MY TAX INTERVIEW?


Below is a list of documents to bring with you to your tax interview.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

Name

Date of Birth

Social Security Card /ITIN/ATIN

Last Year’s Tax Return

Valid Driver’s License

INCOME AND TAX INFORMATION:

W-2’s

Interest (1099-INT or substitute)

Dividend Slips (1099-DIV or substitute)

Stock Sales (1099-B or Broker Statement)

Self-Employment Income and Expenses

Sale of a Personal Residence

Rental Income and Expenses

Sale of any Business Assets

Gambling or Lottery Winnings (W-2G for some winnings)

State Income Tax Refund (1099-G)

Pension Income (1099-R)

Estimated Taxes Paid

Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

IRA or 401(k) Distribution (1099-R)

Unemployment Compensation (1099-G)

Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

Medical Expenses

Real Estate or Personal Property Taxes

Mortgage Interest

Charitable Contributions (cash and non-cash)

Gambling Losses

Moving Expenses

Traditional IRA Contributions

Higher Education Expenses

Educator Expenses

Student Loan Interest

TAX CREDITS:

Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

Adoption Expenses

Retirement Savings Contributions Credit




WHEN DOES THE IRS START ACCEPTING TAX RETURNS?


Each year the IRS seems to move this date. In 2017, the official IRS start date was Monday, January 23rd. The week before January 23rd, the IRS will test their computer system and a few tax returns can get accepted early. If you wish to apply for an Easy Advance*, we can process your tax return early during this testing period.




CAN I FILE USING MY LAST PAYSTUB?


No, you cannot file your tax return using your last paystub. However, we estimate your taxes using your last paystub.




WHEN WILL I GET MY W-2?


Employers seem to be getting W-2’s out earlier and earlier each year, but don’t count on seeing your W-2 prior to January 1st. Most employers get their W-2’s out during the month of January, usually late January. All employers are required to have W-2 forms out by January 31st each year. If your employer mails your W-2 on January 31st, you have to give the postal service additional time to deliver your W-2.




HOW DO I GET A COPY OF MY W-2?


All employers are required to mail your W-2 by January 31. We may be able to download your W-2 before you receive them in the mail. If you don't receive your W-2 by that date, you should contact your employer to find out when the form was mailed and verify the mailing address.




HOW MUCH DOES IT COST TO GET MY TAXES PREPARED?


The cost of tax preparation is based on the complexity of your return. We guarantee the lowest tax liability or the biggest and fastest tax refund allowed by the IRS. Call our office for a no cost estimate.




WHEN WILL I GET ALL MY TAX REFUND?


Most IRS tax refunds come back in 7 to 10 days and can take as long as 21 days, depending upon when the IRS actually releases your tax refund. However, if you claim children on your tax return the IRS is mandated by Congress to hold your refund until after February 15th or later, in an effort to reduce tax fraud and improper payments. Don’t want to wait on the IRS or until February 15th? Apply for an Easy Advance* and get up to $6,000 within 24 hours.





Work at Taxworks Pro

If you are interested in becoming part of the Pro team, please submit your resume to hr@taxworkspro.com.

 

We're always interested in speaking to tax professionals who are motivated and flexible. Do you feel confident you could make a difference? Do you have skills that our firm could use? If so, we'd be pleased to hear from you.

 

Current Open Positions:

 

  1. Tax Professionals

  2. Receptionist

  3. Data Entry Clerk

  4. Accounting Assistant

  5. Marketing Team Members

 

Tax Professionals conduct an in-depth interview with the client and obtains all information and material required for tax return preparation. Fully communicates to client the procedures, paperwork, and timeframes applicable to the service being provided.  Accurately prepares all paperwork and completes all required data entry according to office policy and procedure.

Receptionist coordinates and manages the initial greeting of clients, incoming phone calls, and the appointment log.  Passes out completed returns and makes client packets.  The receptionist should also handle other clerical duties as assigned.  These duties may include, but are not limited to, ordering and organizing office supplies, processing client mailings and making coffee for the waiting area.

 

Data Entry Clerk begins client tax returns by entering personal data and W-2 information into the computer and prepares client paperwork prior to client’s interview with a tax preparer.  Verifies client identification and makes copies of self-prepared returns, if necessary. Helps to minimize the client’s wait time during peak.

 

Accounting Assistant will keep financial records, prepare reports, and update financial information. The accountant assistant must be familiar with accounting procedures and should have experience with accounting software programs (like QuickBooks). The ideal candidate will be able to process business transactions, handle accounts payable and receivable, expense reports, receipts, and other financial matters. Proven accounting experience required.

 

Marketing Team Members assist with planning and implementing marketing and public relations programs to increase name brand awareness and grow the business.

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