Frequently Asked Questions?
Try our FAQ search!
- Can I use my last pay stub to file ?
- How much does it cost to file ?
- What do I need to bring ?
- What if I receive another W-2 or 1099
after filing ?
- What is an Amendment ?
- If I am Audited, do I need a Tax Attorney?
- I have received a Notice from the IRS.
What should I do?
[NOT Really! The IRS requires that you have all W-2's prior to filing your tax
return. While it is true that you may file your taxes
using a substitute W-2, this is only after all attempts have been
made to obtain the actual form or forms from your employer your tax
professional MUST verify all data on your pay stub prior to filing
and preparing a substitute W-2. Tax Professionals and ERO's are required to have
your W-2 in hand prior to submitting your return to the IRS.
Any tax preparer who tells you otherwise is not being truthful.
Click here
for more details from the IRS.]
[Our prices start at $75 for a 1040. We charge additional
per form attached to the 1040 and each form has a unique price per
form. For a more detailed cost estimate for your return,
simply call us at 214-391-6424 or 972-719-2534.]
[When seeking a tax professional, you should remember to bring
your wage statements including ALL W-2's and 1099's, as well
as your identification including Social Security Cards for you and
any dependents you will claim and a valid picture ID. This
will ensure a smooth and pleasant visit to our offices.]
[The importance of having ALL W-2's prior to having your tax
return prepared is that failure to report all income could cost you
money. W-2's and other income not reported during the current year
may not be used during the next filing season. Omitted income must
be listed on a 1040X or Amendment to the tax return year for which
it the income was earned and reported. The amendment may result in
additional refund or could cause you to owe additional taxes and or
penalties. Contact us to determine how you may be affected.]
[Form 1040X or Amended Return is used anytime an original return
which has already been filed with the IRS needs to be corrected for
any reason. As mentioned above, the most common reason is
because a taxpayer filed their return too early, resulting in
additional income statements such as W-2's being received after
filing. Additional reasons may include adding or removing
dependents from an original return, claiming additional tax credits
or even changing the taxpayer, spouse or dependent's tax identifying
number such as their SSN or ITIN. Results of an amendment vary
and could cause you to owe additional taxes or pay back part or all
of the refund you already received.]
[In general, taxpayers do not require an Attorney. Most
situations are brought before Administrative Levels of the IRS.
Attorneys are only required if your situation must go before Tax
Court. Tax Court is required if there is no settlement reached
in the Administrative sessions including Appeals or in criminal
matters. Enrolled
Agents are fully qualified to handle your case in every situation
except those requiring Tax Court. Alternatively, you also have the option to
seek a Tax Court Practioner instead of an Attorney. Tax Court
Practioners are fully qualified to represent you
just like an Attorney in Tax Court.]
[The first suggestion is to open the letter or notice. This
may seem simple enough, however it is more common that not that
taxpayers receiving notices never open them. Your next step
should be to consult with a licensed representative such as an
Enrolled Agent, CPA or Tax Attorney. Not all persons preparing
income taxes are authorized to represent you before the IRS.
It is generally not a good idea to contact the IRS directly as most
taxpayers do not understand the law nor do they know what the
implications are for talking to the IRS directly, as often times
taxpayers react incorrectly causing a much greater problem for
themselves. ]
