FAQs
Welcome to our frequently asked questions (FAQ) section! We know that navigating tax laws and filing your taxes can be overwhelming and confusing at times. That's why we have compiled a list of common questions and answers to help make the process as smooth as possible for you. If you have a question that is not answered in our FAQ, feel free to contact us directly and we will be happy to assist you. In the meantime, please make sure to check out the Internal Revenue Service (IRS) website for any additional information you may need. The IRS has a wealth of resources and tools available to help you understand and comply with federal tax laws. Thank you for choosing us as your tax preparation partner.
Smart Vault FAQ's
Smart Vault is the secure file, message, and storage system we use to communicate securely with you. Please use the link below to learn about Smart Vault.
IRS FAQs
The IRS has compiled a list of their Top most frequently asked questions. Below is a link to the top FAQ's and all IRS FAQs categories.
Uploading into Smart Vault using an Android device.
First Meeting
We are looking forward to meeting you and asisting you with your taxes! Please bring the below items to your meeting.
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Copy of Last Year’s Tax Return
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Birthdates and Social Security #’s for Taxpayer, Spouse, and Dependents
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Your questions!
Important Tax Dates For 2025
Individuals
01 Tax Season Begins
15 4th Quarter 2024 Est. Taxes Due
Clients
Tax Organizers Dispatch:
January 15th, 2025
Engagement letter signed and returned to secure place for 2025 Tax filing.
January
Business
01 Tax Season Begins
31 Employers send W-2 forms to employees
31 1099-s due
