A: You need to bring in all W2s from every place you worked at during the year, statements from any source of income received, information for any dependents you are filing, statements from any mortgages, tuition statements, etc. See the checklist below for a more detailed list of documents.
A: You will need to bring in records showing income received, receipts for your expenses as well as any of the above information that applies to you. Refer to the sheets below for assistance.
A: Due to the FDIC eliminating RAL loans, all refunds will be available in 7 - 15 days. Taxes Etc. offers paper checks, direct deposit and debit cards for your convenience.
A: No. Per IRS regulations, you may not file your taxes with the last check stub. Often, because of pre-tax benefits and other deductions, the wages on the last check stub can differ from wages reported on the W2.
A: You cannot bring extra people with you to your appointment. An appointment needs to be made for every person wanting their taxes prepared. People without an appointment will not be serviced. And, please arrive to your appointments on time.
Taxes Etc. is implementing a new program that will allow you to download a copy of your tax return from the website. Just click on Client Portal, enter your social security and password. As this is a work in progress, if your information is not available, just email us at email@example.com
and we will get that corrected.