I am unable to login to my financial software account and need to resolve an error on my return. I don't recall setting up security questions and need assistance in resetting my password.

July 5th, 2023

I need my Adjusted Gross Income (AGI) from my last year's taxes so I can file mine. I filed my taxes last year with an accountant and do not have access to my IRS account. What is the easiest way to find my AGI?

December 1st, 2023

I am filing my taxes and it says I need the payment date for the California information worksheet to have my money deposited. What would that be or how do I find it? Additionally, my refund was supposed to be $1,130 but it went to $341, and now it says California tax due and that my federal and California e-file were rejected. Why would I owe California tax, and should I have someone help me file them to see if I could receive more?

February 3rd, 2024

What form should I have received from my IRA to find the distribution amount I should have received, and where do I enter the amount paid to the CA state tax on my 2022 1040 for this year?

July 3rd, 2024

I need to file late tax returns for 7-8 years and want to abate penalties and interest. I had a Corporation (Form 1120-S) and an LLC Partnership that incurred significant losses. How do I handle the abatement request and the Net Operating Losses (NOLs) from these closed businesses?

August 2nd, 2023