Client Resources

Question 1

When is the federal tax filing deadline?

Accepted Answer

The standard federal income tax filing deadline is April 15. If April 15 falls on a weekend or holiday, the deadline moves to the next business day. You can request an automatic six-month extension (to October 15) by filing Form 4868, but note that an extension to file is not an extension to pay — any taxes owed are still due by April 15.

Question 2

What documents do I need to file my taxes?

Accepted Answer

Common documents include: W-2s from employers, 1099 forms (for freelance, interest, dividends, or retirement income), Social Security numbers for you and your dependents, last year's tax return, records of deductible expenses (mortgage interest, charitable donations, medical expenses), and any IRS notices received during the year.

Question 3

How long should I keep my tax records?

Accepted Answer

The IRS generally has three years from your filing date to audit your return, so keep records for at least three years. If you underreported income by more than 25%, the IRS has six years. For employment tax records, keep them for at least four years. When in doubt, seven years is a safe rule of thumb.

Question 4

What happens if I can't pay my taxes on time?

Accepted Answer

File your return on time even if you can't pay in full — the failure-to-file penalty is much steeper than the failure-to-pay penalty. The IRS offers payment plans (installment agreements) and, in some cases, an Offer in Compromise to settle for less than the full amount owed. Contact us immediately if you're facing a tax debt situation.

Question 5

What triggers an IRS audit?

Accepted Answer

Common audit triggers include unusually large deductions relative to income, unreported income, home office deductions, large charitable contributions, and math errors. Having a licensed professional prepare your return significantly reduces your audit risk. If you do receive an audit notice, do not respond without representation.

Question 6

Can I deduct home office expenses?

Accepted Answer

If you are self-employed and use part of your home exclusively and regularly for business, you may qualify for the home office deduction. W-2 employees working from home generally cannot claim this deduction under current tax law. The deduction can be calculated using the simplified method ($5 per square foot, up to 300 sq ft) or the regular method based on actual expenses.

Question 7

What is the difference between a CPA and an Enrolled Agent?

Accepted Answer

A CPA (Certified Public Accountant) is licensed by the state and can provide a broad range of accounting, tax, and financial services. An Enrolled Agent (EA) is federally licensed by the IRS and specializes in tax matters, with unlimited rights to represent taxpayers before the IRS. Both are highly qualified — our firm employs both to serve your needs.

Question 8

Do you offer year-round tax planning, or only during tax season?

Accepted Answer

We offer year-round tax planning and advisory services. Proactive planning throughout the year — adjusting withholding, timing income and deductions, and planning for major life events — is often where the greatest tax savings are found. We encourage clients to schedule mid-year check-ins, not just annual filings.

Frequently Asked Questions

Key Tax Deadlines

Helpful Resources

IRS Free File

IRS "Where's My Refund?"

IRS Payment Portal

IRS Tax Withholding Estimator

IRS Forms & Publications

IRS Identity Protection PIN

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