Where’s my refund?

Refunds are typically issued within 21 days of e-filing. The IRS has a tool on their website irs.gov. Most states have a similar way to find refund information. With a few pieces of information from your return, you can quickly find the status and projected date for...

My current tax preparer does an OK job, but I always feel rushed during my tax appointment. Also, he’s difficult to reach when I have a question. I want to change to someone else, but I’m afraid that some information might get lost by going to the new person.

I hear variations of this question frequently. If you have copies of your last 2 years tax returns, I can review them for any items that will impact your current year tax returns. Alternately, we can request transcripts or copies from the IRS. There is no reason to be...

Do you need to file a federal tax return this year?

Maybe. There are multiple factors such as income, filing status, dependents and age to determine your filing requirements. Even if you don’t need to file a tax return, there are times when you should. You may qualify for a tax refund even if you don’t have to file....