I need my 6-digit identity PIN for tax filing. Where are you currently located? How old are you? Do you have any dependents? What is your typical filing status? Do you know roughly what you made this year? Is there anything else the Accountant should know before I connect you?

October 29th, 2023

I cannot use ID ME to verify myself due to my email being down and already associated with another account. I need to respond that I did submit the tax return in question, but the IRS will not process my return of $828. Can you help?

January 30th, 2024

I have a $100k income and am based in San Diego. I want to give a $50k gift. Is there a tax on this gift, and can it be considered part of my lifetime exemption? What forms do I have to file, and how can I make the filing official so I can provide official documentation as my taxes are not due till April?

July 28th, 2024

My mom never received her 2019 tax return, and the IRS notified us that her identity had been stolen. She had dementia and passed away in 2021. We have hired an attorney but still have no resolution. What should we do?

February 16th, 2024

On May 3, the IRS said they deposited a refund into my checking account, but my bank has no record of this deposit. What should I do next?

November 1st, 2024