Questions we frequently hear from our clients

1. How long does it take to receive my refund once the return is e-filed?

a. Your federal refund is within two weeks and your Massachusetts refund is within five days. Refunds that are Direct Deposited are even faster. Visit

https://sa1.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp to check the status of your refund.

2. What information do you need from me to prepare my tax return?

a. If  you are an exisitng client we mail an organizer to you that  you can use as a tool to gather the information we need to prepare your return. If you are a new client we recommend you come in for an appointment. 

3.  Can I still e-file if I owe money?

a. Yes, that is always advisable by e-filing you are guaranteed that IRS  and The Massachusetts Department of Revenue has received your return. Once that is done you just have to mail in a check with a voucher prior to the filing deadline.

4. I live in Massachusetts and worked in different states?

a. Our software allows us to file returns for every state in the nation. We have many clients that reside in Massachusetts and work in other states.

5 . I am a new client what do I need to bring with me to my appointment?

a.  You should bring in all of your current papaerwork for 2010 and copies of your returns for the past two years. We review the prior years returns at no cost to you.

6. What are your fees for personal income tax preparation?

a. We have a set fee of $130.00 per hour  the more complicated your return  the higher the price will be. The most common returns we prepare with W2 or 1099R income, interest, dividends and itemized deductions (mortgage interest and real estate taxes) average between $130.00 to $225.00 per return. If you are self employed or have rental real estate you can expect to pay more. The fee for form 1040A with Child Care Credit or Earned Income Credit is $140.00. We do not charge extra for electronic filing. We accept checks, money orders Visa, Mastercard and American Express.

7. We would like to purchase a home can you explain to us the tax benefits of being a homeowner?

a. We offer sound advice on the tax benefits of homeownership along with income tax projections comparing owning a home and renting.

 8. Should we file Married Jointly or are we better off filing Married Separately?

a. We hear this often from clients and fortunately our software allows us to calculate your return using either filing status. In most cases it is better to file a joint retun.

9. If I have all of my information can I just drop off my paperwork?

a. Yes we always encourage drop offs, we ask that you leave us your phone number and email address so we can contact you prior to filing. Prior to e filing you must review your return and sign form 8879 and m8453 once these forms are signed and in our poseesion we will e file. If you come by after hours we have a mail slot for your convenience please securely seal your envelope..

 10. Can you represent me before Internal Revenue in the event of an audit or notice?

a. If you receive any notification from Internal Revenue or Massachusetts Department of Revenue please contact our office as soon as possible. If the notice is regarding an audit we can represent you if it is regarding information that was missing from your tax return we can also help you resolve that problem.