What documents should I bring to file my taxes?

• A valid photo ID (e.g., driver’s license, state ID).
• Social Security numbers for yourself, your spouse, and any dependents.
• Income documents, such as W-2s, 1099s, or self-employment income records.
• Proof of deductions or credits (e.g., mortgage interest, tuition expenses, childcare costs).
• Bank account and routing numbers if you’d like to set up direct deposit.

Bring any additional tax-related documents you may have received for the year.

I have a business. Do I need to bring all my receipts?

While you don’t need to bring every receipt, it’s essential to bring a summary of your business income and expenses for the year. Supporting documents can include:

• Profit and loss statements.
• Bank statements.
• Receipts for major expenses.

Keeping detailed records helps ensure your return is accurate and maximizes your deductions.

How do I qualify for a tax refund advance?

To qualify for a tax refund advance, you must:

• Have your taxes prepared and filed with us.
• Provide all necessary documentation to complete your return.
• Meet eligibility requirements set by the refund advance program.

Refund advances are typically issued within 24-48 hours of approval. Contact us to learn more about how you can apply.

Do I need to file a tax return if I didn’t work all year?

Filing a tax return is not always required if you didn’t earn income. However, you may still want to file if:

• You had taxes withheld and want to claim a refund.
• You’re eligible for tax credits, such as the Earned Income Tax Credit (EITC).
• You received unemployment benefits or other taxable income.

We can help you determine whether filing is necessary or beneficial for your situation.

When can I expect to receive my tax refund?

Most tax refunds are issued within 21 days of the IRS accepting your return, but this timeline can vary based on:

• Whether you e-filed or mailed your return.
• The complexity of your tax situation.
• IRS backlogs or additional reviews.

We’ll provide you with an estimated refund timeline based on your filing method.

How do I know if I owe money to someone?

If you suspect you owe money or that your tax refund may be reduced due to an offset, you can check your status by contacting the Treasury Offset Program. Follow these steps:

• Call the Treasury Offset Program’s Phone Line: Dial 1-800-304-3107.
• Follow the Automated Prompts: Provide the requested information, such as your Social Security Number, to verify your identity.
• Listen for Details: The system will inform you if your refund is being offset and who the debt is owed to.

The Treasury Offset Program matches outstanding debts (like federal loans, child support, or unpaid taxes) to taxpayer refunds. If you owe money, this service helps you identify the debt and take steps to resolve it.