FAQs
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WHAT ARE YOUR SERVICE FEES?
Our fees are based on the forms you are required to file with the IRS and any state or local taxing authorities, which varies depending on your individual financial situation. We would be happy to give you an estimate if you can provide us with a copy of your prior year tax return.
WHAT IS THE DIFFERENCE BETWEEN A CPA & AN ENROLLED AGENT?
A CPA, or Certified Public Accountant has a wide range of knowledge on accounting, auditing, business law, personal finance and taxes.
Enrolled agents focus mainly on managing tax arrangements for business or private entities. EAs specialize in tax-related subjects such as income, estate, gift, payroll, returns, inheritance, non-profit and retirement taxes. The duties of enrolled agents are limited to tax preparation services, whereas CPAs can provide these same services as well as accounting, auditing, financial reporting and cost reduction services.
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HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?
Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
HOW DO I PAY TAXES ONLINE?
If you owe taxes, you have options as to how you will pay the IRS. The easiest and safest way, in my opinion, is to pay online at irs.gov/payments
If you already have an account with IRS, you can login and pay your balance. This method keeps track of your payments and history, plus you can do a lot of other things with your IRS account, so I recommend setting one up eventually if you have not done so yet. They do have a stringent verification process to avoid identity theft so it may take a little time to get this account set up.
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Click the link below for more information about how to pay state and local taxes online!