FAQs

THERE WERE CHANGES REGARDING ITIN (INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER) STARTING JANUARY 1, 2017.  FOR THE MAJORITY THERE IS NO CHANGE.  HOWEVER, THOSE WHO HAVE THE NUMBERS 78 OR 79 AS THE MIDDLE NUMBERS OF YOUR ITIN WILL NEED TO RENEW THOSE NUMBERS.  PLEASE LET ME KNOW IF YOU WOULD LIKE HELP RENEWING YOUR NUMBER.

ALL PROOF OF INCOME, W-2, 1099, UNEMPLOYMENT, ALSO SOCIAL SECURITY CARDS, OR ITIN LETTERS.  DIRECT DEPOSIT INFORMATION IF YOU WOULD LIKE YOUR REFUND BE DEPOSITED IN A BANK ACCOUNT. THESE ARE THE BASICS.

STATED, THAT A DEPENDENT CAN BE A CLOSE RELATIVE THAT YOU SUPPORT OR ANY PERSON THAT YOU SUPPORT THAT LIVES WITH YOU.

PLEASE MAKE AN APPOINTMENT.  IT ALLOWS PRIVACY WHEN TALKING ABOUT THESE IMPORTANT MATTERS.

NO, IF YOU WOULD LIKE AN ESTIMATE YOU WILL HAVE TO PAY A FEE.

IT IS THE SAFEST, FASTEST AND MOST CONVENIENT WAY TO RECEIVE YOUR REFUND.

ABSOLUTELY!  IF THEY WERE BORN DURING THE YEAR THE QUALIFY FOR THE ENTIRE YEAR.

YOU CAN GO BACK 3 YEARS FROM THE DUE DATE AND STILL RECEIVE A REFUND.

YOU SHOULD NOT!  ONLY IF YOU HAVE MADE MANY ATTEMPTS TO OBTAIN THE W-2 AND THE EMPLOYER WILL NOT COOPERATE.

NO, YOU CAN STILL OBTAIN ITINS BUT THEY ARE NOW VALID FOR 5 YEARS.

INDIVIDUALS THAT LIVE IN THE USA.

YOU NEED ORIGINAL IDENTIFICATION PROVING YOUR IDENTITY AND RESIDENCY.

WITH PAYMENT THERE IS RESPONSIBILITY.  YOU WILL HAVE THE CONFIDENCE THAT IT IS DONE CORRECTLY.