Your tax questions,answered straight.
No jargon and no runaround. Here are the questions we hear most from clients in Selma, Montgomery, and across Alabama — and if yours isn't here, just call and ask.
01What documents do I need to prepare my taxes?
Common documents include your W-2s, 1099s, Social Security documents, mortgage interest statements, childcare expenses, education expenses, and records of other income or deductions. We will let you know if additional documentation is needed based on your individual situation.
02How much does tax preparation cost?
Tax preparation fees vary depending on the complexity of your return and the services needed. We will discuss applicable fees with you before completing your return.
03Do I need to make an appointment?
No, appointments are not required. Walk-ins are welcome.
04Can you prepare both federal and state tax returns?
Yes. We can assist with federal and applicable state income tax returns.
05Do you prepare taxes for self-employed individuals and small businesses?
Yes. We provide tax preparation services for self-employed individuals and independent contractors.
06Can you help me if I haven't filed my taxes in previous years?
Yes. We can discuss your situation and help determine what returns may need to be filed and what documentation is required.
07Can you amend a tax return that has already been filed?
Yes. If an error or omission is discovered after your return has been filed, we can review the situation and determine whether an amended return may be appropriate.
08How long does it take to prepare my tax return?
Processing time depends on the complexity of your return and whether all required information has been provided. We will provide an estimated timeframe when we receive your documents.
09Will I get a refund?
A refund depends on your individual tax situation, including your income, withholding, estimated payments, deductions, and available credits. We cannot guarantee a refund before reviewing your complete tax information.
10Can you help me find tax deductions and credits?
Yes. We will review the information you provide and identify deductions and credits you may qualify for based on your circumstances.
11Do you offer electronic filing?
Yes, electronic filing may be available for eligible tax returns.
12What if I receive a letter from the IRS or state tax agency?
Don't panic. Bring the notice to us so we can review it with you and explain what it means and what steps may be needed.
13Can I file my taxes if I am missing a document?
It depends on the document and your specific situation. We recommend contacting us before filing so we can determine what information is needed.
14Do you offer tax planning services?
Yes. Tax planning can help you better understand your potential tax responsibilities and prepare for future tax years.
15How do I get started?
Getting started is easy. Contact us to schedule an appointment or learn what documents you'll need to provide. We'll guide you through the process from start to finish.
Have a question we didn't answer?
We're here to help! Contact our office and we'll be happy to answer your questions and help you understand your tax preparation needs.