Please use this checklist to prepare all your needed documents before you come to our office to save our time. However, this checklist is not comprehensive.
Each year, some taxpayers are hurt financially because they choose the wrong tax return preparer. Basically, anyone can do your tax. IRS doesn't have specific requirements for whom to file your tax return. However, be smart, IRS has the system to check and provide you good tax preparers. Choose the tax preparer who is able to e-file your tax since these tax preparer has passed the Suitability Check by IRS. Check tax preparer's credentials.
Check out these fun/entertain but truth stories videos about Earned Income Tax Credit. Knowledge about Tax law for both taxpayers and tax preparers are always needed.
Tiffany has done many Amended Tax Returns to save thousands of dollars for clients even they used tax software. Please read instructions and IRS publications for your special case if you use tax software. Keep good related tax records and organize would save you a lot of time and money.
Taxpayers who discover they made mistakes or omissions on their tax return can correct them by filing an amended tax return. Those who need to amend should remember these tips:
The Volunteer Income Tax Assistance (VITA) program offers free tax return help to people who generally make $54,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns.
The Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.
VITA is a FREE tax preparation service for individuals and families who earn up to $55,000 per year. All tax preparers are IRS-trained and certified.
Meet Tiffany Duong every Thursday from 12 pm to 4 pm at
530 Heimer Road, San Antonio, TX 78207
1. Jan. 29 – IRS systems start opening to receive e-file returns, but taxpayers don’t have to wait until then to file return.
2. Feb. 15 – Any return claiming the Earned Income Tax Credit (EITC) and/or the Additional Child Tax Credit (ACTC) can’t get refund until after this date.
3. Feb. 27 – Refunds will start arriving in bank accounts or on debit cards.
4. Apr. 15 – Last day to file 2018 tax returns and pay any tax due.
5. 90% Refunds are issued within 21 days. Most of our clients receive their refund in 8 days.
Original Deadlines for business:
1. Jan. 31 - Employer due date for filing W-2, Non-Employee Compensation Form 1099-MISC, Form 940 FUTA, Form 941 Employer's QUARTERLY Fed. Tax Return, Form 944 Employer's ANNUAL Fed. Tax Return,
2. Mar. 15 - Partnerships (Form 1065) and S Corporations (Form 1120S)
3. Apr. 15 - C Corporations (Form 1120), Sole Proprietor (Schedule C-EZ, C)
4. May 15 - Exempt organizaions (Form 990)
*** If file extension, deadlines will be different dates. Contact tax professional for more specific date and how to file extension.