1Why should I hire someone to do my taxes instead of using a software on my own?
Factors to consider include complexity of your return, time needed to complete it, and the risk of errors if not prepared correctly. A licensed tax accountant should prepare your return in a time efficient manner for a reasonable fee.
2How much does your service cost?
Please see the breakdown of the service costs listed above based on the scenario that you most closely resemble. If you have any other questions, please do not hesitate to contact us.
3What should I put on my W-2 withholding?
Generally, the higher the number you put on your withholding forms, less taxes are taken out of your paychecks, but the more you can potentially owe when you prepare your return. The lower the number you put on your withholding forms, the higher the amount of taxes are taken out and the greater chance of you receiving a refund when you prepare your tax return.
4Should I file jointly or separately?
Although this depends on several factors from each spouse, usually it is more beneficial to file jointly. Some main exceptions to the rule is if one spouse has significantly more income than the other or if one spouse has significantly more medical/business expenses than the other.
5Do I need to give you the receipts?
Each accountant works differently. We do not ask that you provide receipts, but we will question expenses if we need more detail. However, it is wise to keep receipts for at least 3 years just in case you need them to substantiate what was reported on your tax return.
6Where’s my refund?
Your accountant will not know whether your refund was processed or not or how much longer it will take for you to receive it. Please check with the Internal Revenue Service and/or the corresponding state government(s) for the status of your refund.
7How do I know my information is protected?
Every accountant has different methods of safeguarding information. At Jet Tax, we use a secure portal through Intuit to transmit and/or receive client information. Additionally we use password protected .pdf files if there is any sensitive information that needs to be sent through email.