Tax Preparation Services

To file your taxes correctly, you’ll need several important documents. First, gather all your W-2 forms from employers and any 1099 forms from other income sources. You’ll also need Social Security cards for everyone on your tax return, plus last year’s tax return for reference. 

Don’t forget documents showing mortgage interest, property taxes, or charitable donations if you plan to claim these deductions. 

When you visit us in person or contact us online, we’ll provide a simple checklist to make sure you have everything you need. If you’re missing any documents, we can help you get copies.

How quickly you get your tax refund after filing depends on how you file and choose to receive your money. If you decide not to apply for the Refund Advance, you can expect your refund to arrive within 21 days when you file electronically with direct deposit. Paper returns can take 6-8 weeks to process. If you ask for a paper check, this adds about a week to your wait time. 

You can view the status of your federal tax refund using the IRS “Where’s my Refund” tool just 24 hours after we file your return electronically. Remember, filing early in the tax season usually means faster refunds!

Unemployment benefits are taxable income, so you’ll need to file taxes. You should receive a Form 1099-G showing the total amount of benefits you received and any taxes already withheld. 

Don’t worry if this seems complicated – our tax experts understand exactly how to report unemployment income and can help you claim any special credits or deductions you might qualify for. We’ll also help you understand if you need to make estimated tax payments for next year to avoid owing money later.

Both options have their advantages, and we’re here to help you choose what works best for you. In-person tax filing is ideal if you have a complex tax situation, multiple sources of income, major life changes like marriage or homeownership, or if you simply prefer face-to-face guidance. Need in-person help? Find a branch.

Our tax experts can answer your questions in real time and explain everything in simple terms. They might also spot deductions or credits you didn’t know about.

Online tax preparation and our tax drop-off service work well if you have a straightforward tax situation, are comfortable with computers, and prefer to work at your own pace. 

Our online system walks you through each step and still gives you access to expert help if you need it.

Missing the tax deadline isn’t ideal, but it’s not the end of the world! The most important thing is to file as soon as possible to minimize any penalties or interest charges. If you owe taxes, penalties and interest can add up after the deadline.

Our tax experts can help you file late returns and determine your best path forward. We’ll help you understand any penalties you might face and can work with you to set up a payment plan with the IRS if needed. We can also help you file an extension next time to avoid late penalties, giving you extra time to gather your documents and file correctly. Remember, even with an extension, any taxes you owe are still due by the original deadline.

Want to avoid deadline stress next year? Consider our year-round tax services to get your taxes done early. We can also help you adjust your withholding or set up estimated tax payments to prevent future tax bills.