Frequently Asked Questions

What do I need to file?

Whether you file online or virtually, or applying for a Refund Advance Loan--every taxpayer is required to submit:

Valid Photo ID/Drivers License
Valid Social Security Card
W-2 form (for w-2 employees)
1099 statement or proof of income( for Self-Employed taxpayers)

If you are claiming a dependent(s) you must provide:

Full Legal name & Birthdate
Valid Copy of Social Security Card
Proof of Residency (any documentation that shows the dependent lives with the Taxpayer)

When should I contact a Preparer?

Once the new year begins and you have all your documents and income statements ready, you can set an appointment by contacting your tax preparer or booking online. IRS is officially accepting returns January 2025.

When should I expect a refund?

The IRS issues most refunds in less than 21 calendar days. Those that receive the Earned Income Tax Credit can expect refunds beginning mid-February

Can I file an Amendment Form 1040-X Electronically?

You can now submit the Form 1040-X, Amended U.S. Individual Income Tax Return electronically using available tax software products. Please see IR-2020-107 and IR-2020-182 for additional information. You still have the option to submit a paper version of the Form 1040-X and should follow the instructions for preparing and submitting the paper form

I didn't receive a phone call within 48 hours of filing via the TaxesToGo app. What should I do?

If we haven't reached out to you in regard to your return within 48 hours of submitting your return via our TaxesToGo mobile app, please be sure to text your full name and Tax Code to (248)-289-3079.

We should be able to pull your return manually once you send this information and contact you immediately.