Frequently Asked Questions
Where is my tax return?
Please see the quick links below!
For Federal Tax return:
Refunds | IRS
For Amended Federal Tax Returns:
Where's My Amended Tax Return? | IRS
Michigan State Tax Return:
Individual Income Tax
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Is it true that the IRS will begin issuing refunds utilizing direct deposit instead of printed checks?
Yes, effective September 30th 2025 an executive order was passed that federal agencies, including the IRS, are to phase out issuing paper checks for disbursements and move toward electronic payments. This means you will likely be asked for your banking information. If you can provide your bank account & routing number for direct deposit of a refund, that is typically faster and more secure than a paper check. If you do not have a bank account, keep an eye on IRS communications in the upcoming seasons to see how they handle refunds for unbanked taxpayers.
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What do you charge for services?
For Business clients, we typically send a questionnaire pertaining to payroll and/or bookkeeping needs. Based on these needs, we prepare an individualized quote for services.
For tax preparation services, the cost is related to the complexity of the return. We do offer discounts for seniors and students.
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Do I need an in-person appointment to have my taxes prepared?
No, you do not, although we do prefer to meet with our new clients in person the first year, if possible. We work with clients from all over the country and understand that is often not possible to meet in person. These clients often use our online portal to upload documents or even mail hard copies to the office. We can also meet virtually if requested.
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What documents do I need to have my taxes prepared?
Personal Information- Social Security numbers, Driver’s License, bank routing and account number for direct deposit
Last year’s tax return if available
Income Documents- applicable documents such as: W-2 form from all employers, 1099 forms for contract or self employment income, investment income forms, retirement income forms, unemployment or other income
Health Insurance documents- such as 1095-A Health Insurance Marketplace Statement if applicable
Deductions and credits - Applicable documents such as: mortgage interest and property tax statements, education expenses, child/dependent care payments, medical and dental expense summaries, charitable donation receipts
For self-employed or small business owners- Business income and expense records, 1099 forms recieved, mileage logs and vehicle expenses, office expenses, business bank statements.
Last year’s tax return if available
Income Documents- applicable documents such as: W-2 form from all employers, 1099 forms for contract or self employment income, investment income forms, retirement income forms, unemployment or other income
Health Insurance documents- such as 1095-A Health Insurance Marketplace Statement if applicable
Deductions and credits - Applicable documents such as: mortgage interest and property tax statements, education expenses, child/dependent care payments, medical and dental expense summaries, charitable donation receipts
For self-employed or small business owners- Business income and expense records, 1099 forms recieved, mileage logs and vehicle expenses, office expenses, business bank statements.
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Personal Information- Social Security numbers, account number for direct deposit, etc.
Last year’s tax return if available
Income Documents- applicable documents such as: W-2 form from all employers
Health Insurance documents- such as 1095
Deductions and credits - Applicable documents such as: mortgage interest and property tax statements, etc.
For self-employed or small business owners- Business income and expense records, 1099 forms received, mileage logs and vehicle expenses, office expenses, business bank statements.
Last year’s tax return if available
Income Documents- applicable documents such as: W-2 form from all employers
Health Insurance documents- such as 1095
Deductions and credits - Applicable documents such as: mortgage interest and property tax statements, etc.
For self-employed or small business owners- Business income and expense records, 1099 forms received, mileage logs and vehicle expenses, office expenses, business bank statements.
