FAQ
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1. Visit IRS Payments
Direct Pay with Bank Account: Choose this option to make a payment directly from your bank account without any fees. You can also schedule payments up to a year in advance.
Pay by Debit/Credit Card or Digital Wallet: Use this method for both individual and business payments. Note that processing fees will apply.
Pay through Your Online Account: Log in or create an IRS online account to make or schedule payments. This method allows you to view your payment history and upcoming payments.
Electronic Federal Tax Payment System (EFTPS): You must enroll in this system to use it. It allows you to make payments directly from your bank account for various tax obligations.
Other Payment Options: Includes options like same-day wire, check or money order, cash payments through retail partners, and electronic funds withdrawal during e-filing.
Follow the instructions to enter your payment details and submit the payment
Save a copy of the payment confirmation and upload it to your client portal.
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If you need more time to pay, you can set up an installment plan with the IRS here: IRS Installment Plan
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Please note that some states are due 4/15 and others 5/15.
Here are the payment links to most of our common state filings. Please reach out if you need another state not listed below.
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Regarding extensions... As you may know, an extension provides an extension to file but not an extension to pay. Any estimated tax due still needs to be paid by April 15.
If we calculated an estimated amount owed, we sent this you. If we calculated a refund or zero-tax due, we did not send an estimate to review.
Please note this is just an estimate. If you cannot make this payment now, I suggest you just pay what you can. If your tax bill ends up being less at the time of filing, you will receive a refund for any overpayment. If your tax bill ends up being more, you may need to pay an underpayment penalty.
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Compile: Transactions are classified, adjustments are made, and any questions/requests are sent to the client.
Reconcile: Bank, credit card, and loan accounts are reconciled.
Analyze: Our team does a first review of the financials for the period. Each quarter, a comprehensive, more in-depth, second review is performed.
Deliver: The final reports are uploaded to the portal for client review.
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Engagement letter sent for signature to you (client) through TaxDome
Deposit invoice sent for payment to you (client) through TaxDome
Organizer (questionnaire) sent to you to complete through TaxDome
Once you have signed engagement letter, paid deposit invoice, and completed the questionnaire and uploaded most or all documents, please send a message or email to let us know that we can begin the review process.
When the invoice is paid, organizer is completed, and most open items are answered, we will begin preparation.
(If you confirm that all open items have been addressed, your return will be processed quicker.)
I will try to send as many questions at once throughout the prep process for efficiency.
Once the return is prepared, we will send you a review copy to approve through TaxDome.
If you approve or only have minor changes, the next copy will be sent for e-filing signatures (if eligible for e-file). The final invoice will be sent at this time.
Once the final invoice is paid, the return will be released for e-file.
Please reach out if you are unsure where you are in this process.
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April 2025
April 15: Deadline for individuals to file or request an extension for their 2024 tax returns. Also due are first quarter estimated tax payments for 2025, and the last day to make contributions to IRA, HSA, or solo 401(k) for the 2024 tax year.
May 2025
May 15: Deadline for non-profit organizations to file their information returns (Form 990) or request an extension.
June 2025
June 15: Second quarter estimated tax payment due for 2025.
September 2025
September 15: Third quarter estimated tax payment due for 2025.
Extended deadline for corporate and partnership tax returns (if extension requested).
October 2025
October 15: Extended deadline for individual tax returns (if extension requested).
December 2025
December 31: Deadline to make contributions to most retirement plans for 2025.
January 2026
January 15: Fourth quarter estimated tax payment due for 2025.
March 2026
March 15: Deadline for corporate tax returns or to request an extension.
April 2026
April 15: Deadline for individuals to file or request an extension for their 2025 tax returns, first quarter estimated tax payment due for 2026, and contributions to IRA, HSA, or solo 401(k) for the 2025 tax year.
May 2026
May 15: Deadline for non-profit organizations to file their information returns or request an extension.
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It is recommended to keep your tax returns and supporting documentation for at least seven years. This timeframe covers the period that the IRS can audit your tax returns or assess additional taxes unless there is suspected fraud, in which case older records might be needed. Keep records related to real estate or investment for at least seven years after you've sold the asset. It's also wise to maintain records of major business assets until at least seven years after disposing of the asset. We suggest using digital storage for secure and efficient record-keeping.
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Don’t panic. Read the notice carefully to understand what is being asked or stated. Respond promptly, and gather all the documents related to the inquiry or audit request. Contact us as soon as you receive the notice so we can help you prepare a response. Our team can guide you through the process, ensuring that you meet all deadlines and requirements efficiently. When you reach out, please make sure that the notice in its entirety is uploaded into our portal.
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You should amend your return if you discover errors, omitted deductions, or credits after your original return has been filed. This includes incorrect income data, filing status, or number of dependents. To amend a return, you must file IRS Form 1040-X within three years from the date you filed your original return or within two years from the date you paid the tax, whichever is later. Our firm can assist you in reviewing your situation, preparing the amendment, and ensuring that it’s processed correctly.
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Estimated tax payments are required for individuals who expect to owe $1,000 or more when their tax return is filed. This generally includes self-employed individuals, investors, retirees, and those who do not have taxes withheld from other sources of income. Payments are due quarterly (April 15, June 15, September 15, and January 15). We can help calculate your estimated tax based on your expected adjusted gross income, taxable income, taxes, deductions, and credits for the year.
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Electronic filing offers many benefits, including faster processing of your return, quicker refunds, and a reduced risk of errors. E-filing also provides immediate confirmation that the IRS has received your return. Most taxpayers are eligible to e-file, and our firm can facilitate this process for you, ensuring your return is submitted securely and efficiently.
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Welcome to our firm! The first step is to complete our Client Intake Form. Then, you will schedule an initial consultation, during which we will discuss your financial goals and current tax situation. Following this, we’ll collect necessary documents from you, such as previous tax returns, financial statements, and personal identification information. We then set up a client account for you in our secure portal, where you can track your tax filings and communicate with our team. We guide you through every step to make the transition as smooth as possible.
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To ensure the confidentiality and integrity of your sensitive financial data, it is crucial to avoid sending such information through text messages or email. These communication methods are inherently insecure and susceptible to interception by unauthorized parties.
Secure Submission via Client Portal: We have a dedicated client portal designed to provide a secure environment for exchanging sensitive documents and communications.