FREQUENTLY ASKED TAX QUESTIONS
Questions are important and usually unanswered. At America First Tax, we want to address and answer your questions honestly and accurately. On the FAQs page, you will find shallow and practical questions answered. If you would like additional information, please feel free to contact us. Click here to contact us.
HOW MUCH DO YOU CHARGE?
Our fee is based on the number of forms and schedules needed, the complexity of the tax situation and the amount of time involved in the preparation of your return. If you stop by our office, we can briefly review your situation, get a feel for how complicated your work is and provide you with an estimated fee. Our fees are less than typical CPA firms and may be more than the "fast food" chain of commercial tax preparers. We believe we offer the best professional value in the area.
TURN-AROUND TIME OF TAX-REFUND
HOW DO YOU SAVE ME MONEY?
I HAVEN'T RECEIVED MY REFUND
HOW LONG DO I KEEP MY TAX-RECORDS
WHAT IF I GET A LETTER FROM THE IRS?
Normally, within 2 weeks, if you use direct deposit service. Some returns qualify for direct deposit refunds as quickly as five business days. Your refund will be deposited directly into your bank account, at no additional charge. There is no reason for any taxpayer to pay additional (and expensive) fees to have refunds returned any quicker than that.
Our staff of professionally trained tax professionals have many years of experience to draw from in tax planning, accounting and business advice. We explain various tax-saving ideas in plain language and let you choose which ideas you would like to implement to save you money or are most appropriate for your personal tax situation. We are detail oriented and we ask a lot of questions. You should expect no less from any trained tax professional. We work tirelessly to provide you with the lowest legal tax liability possible. Most of our clients save much more than the cost of preparing their tax returns.
If you receive a letter relating to a federal or state tax return we have prepared, send it to our office immediately and we will respond accordingly. We stand behind the work produced in our office and do not charge additional fees for responding to tax notices if we made an error. We will do what it takes to correct any errors on our part.
The Internal Revenue Service suggests 3 years from the due date of your last return. However, we suggest that you discard receipts, bills and credit card statements after 3 years. However, your tax returns, W-2s, 1099s from banks and mutual funds or brokerage firms or any contract for an asset you still own should be made a part of a permanent file. We provide a more detailed list for all of our clients. The comprehensive list is available in our office.
The Internal Revenue Service has a toll free number to handle your refund inquiries. It is 1-800-829-1040. Please have your social security number, your filing status, and the whole dollar amount of your refund handy. Also, please allow from 4 to 6 weeks before calling. You can also check the resources section of our website. We provide a link directly to the IRS website for you to check on your tax refund.
WHAT IF I HAVE A TAX-QUESTION DURING THE YEAR?
As a regular tax preparation client you may contact our office as often as necessary during the year for tax planning advice. There is no charge for brief telephone, fax or email questions or advice. For more detailed consultations, which require specific research, worksheets or written opinions we will, at our discretion, charge at a reasonable fee.