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Frequently Asked Questions

Find answers to common questions about our tax filing services. Can't find what you're looking for? Feel free to contact us directly.

General Questions

We offer comprehensive tax services including individual tax return preparation, business tax filing, ITIN applications, NRI tax returns, tax planning and consultation, FBAR/FATCA filing, and IRS audit representation. Our certified professionals handle everything from simple W-2 returns to complex multi-state and international tax situations.

Getting started is easy! Simply contact us through our website, phone, or email. We'll schedule a free consultation to understand your tax situation, provide you with a checklist of required documents, and give you a quote. Once you upload your documents to our secure portal, our team will prepare your return and review it with you before filing.

Absolutely. We use bank-level 256-bit SSL encryption to protect all your data. Our secure portal ensures your documents and personal information are never compromised. We are compliant with IRS data security requirements and never share your information with third parties. Your privacy and security are our top priorities.

Tax Filing

The documents you need depend on your situation, but commonly required documents include:

  • W-2 forms from all employers
  • 1099 forms (for freelance income, investments, etc.)
  • Social Security numbers for you, spouse, and dependents
  • Last year's tax return
  • Receipts for deductible expenses
  • 1098 forms for mortgage interest or student loan interest
  • Health insurance documentation (Form 1095)

Our team will provide a personalized checklist based on your specific situation.

Most individual returns are completed within 24-48 hours after we receive all necessary documents. More complex returns involving business income, multiple states, or international components may take 3-5 business days. We always prioritize accuracy while maintaining quick turnaround times. You'll receive your return for review before we file.

The standard deadline for filing federal individual tax returns is April 15th each year. If this falls on a weekend or holiday, it's extended to the next business day. You can request an automatic 6-month extension (until October 15th), but remember that an extension to file is not an extension to pay—any taxes owed are still due by April 15th. We can help you file for an extension if needed.

Yes, we can help you file tax returns for previous years. Whether you missed a filing deadline, need to amend a return, or have multiple years of unfiled taxes, our team can assist. Keep in mind that to claim a refund, you generally must file within 3 years of the original due date. We'll review your situation and help you get back on track with the IRS.

ITIN & NRI Tax

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS to individuals who need to file U.S. taxes but aren't eligible for a Social Security Number. You may need an ITIN if you're a non-resident alien required to file a U.S. tax return, a resident alien filing a return, or a dependent/spouse of a U.S. citizen or resident alien. We provide complete ITIN application assistance.

The IRS typically processes ITIN applications within 7-11 weeks during regular processing times. During peak tax season (January-April), processing may take longer. We help ensure your application is complete and accurate to avoid delays. Once approved, your ITIN will be mailed to you along with your processed tax return.

Non-Resident Indians (NRIs) may need to file U.S. taxes if they have U.S.-source income such as wages, rental income, or investment income from U.S. sources. Additionally, if you're on certain visas (like H1B, L1, etc.) and meet the substantial presence test, you may be considered a U.S. tax resident. Our team specializes in NRI tax situations and can help determine your filing requirements.

FBAR (Foreign Bank Account Report) must be filed if you have a financial interest in or signature authority over foreign financial accounts with an aggregate value exceeding $10,000 at any time during the calendar year. This includes bank accounts, investment accounts, and certain foreign retirement accounts. The deadline is April 15th with an automatic extension to October 15th. Penalties for non-compliance can be severe, so it's important to file correctly.

Tax Refunds

For e-filed returns with direct deposit, refunds typically arrive within 21 days of IRS acceptance. Paper-filed returns take longer—usually 6-8 weeks. If you choose to receive a check by mail, add additional time for delivery. We recommend direct deposit for the fastest refund. You can track your refund status using the IRS "Where's My Refund?" tool.

Our certified professionals are trained to identify every deduction and credit you're entitled to. Some commonly missed opportunities include education credits, home office deductions, charitable contributions, medical expenses, and retirement contributions. We review your complete financial picture to ensure you're not leaving money on the table. Our Maximum Refund Guarantee ensures you get the biggest refund possible.

If you owe taxes, we'll help you understand your payment options. You can pay in full by the deadline, set up an IRS installment plan for monthly payments, or in some cases, apply for an Offer in Compromise. We'll also review your withholdings and provide recommendations to avoid owing next year. Don't worry—we're here to help you navigate the best solution for your situation.

Business Tax

We provide tax services for all business structures including Sole Proprietorships (Schedule C), Single-Member and Multi-Member LLCs, S-Corporations (Form 1120-S), C-Corporations (Form 1120), and Partnerships (Form 1065). Our team can also advise on the most tax-efficient structure for your business situation.

Yes! We offer complete business incorporation services. We can help you form an LLC, S-Corp, or C-Corp, obtain an EIN (Employer Identification Number), register for state taxes, and set up your business for tax compliance from day one. We'll also advise on the best entity type based on your specific business goals and tax situation.

If you're self-employed or have significant income not subject to withholding, you may need to pay quarterly estimated taxes. These payments are due on April 15, June 15, September 15, and January 15 (of the following year). We can calculate your estimated payments and help you stay compliant to avoid penalties. Our ongoing support includes quarterly payment reminders and adjustments as needed.

Still Have Questions?

Our team of certified tax professionals is here to help. Get personalized answers to your specific tax questions.