I overpaid the IRS by $2200.00. I am located in San Marcos, California, 72 years old, and have no dependents. My typical filing status is not mentioned, and I made an unspecified amount in 2021. Is there anything else the Accountant should know before I connect you?

January 4th, 2023

I know almost nothing about taxes and I did not receive my tax forms from my employer yet. I need to file for an extension and I am completely lost on how to do that. I've been extremely sick for the past two weeks and the family I nanny for hasn’t given me my tax forms yet. What should I do?

July 30th, 2024

I sent my federal tax return in on February 8 on paper and have received my state taxes, but I continue to check on federal and they have no info on it. What should I do?

February 10th, 2024

I filed a non-filer return last year with TurboTax to receive the first two stimulus checks, but I never received the return. Months later, I received a letter from the IRS asking for proof of ID. This year, I filed through FreeTaxUSA and received my third stimulus check through direct deposit. Can I get the first two stimulus checks sent to my bank as well?

May 22nd, 2023

I signed an agreement to receive shares of a company at a market value of $0/share. The grant included language about filing under 83(b) to get the tax benefit of the shares having $0 value. I forgot to file within the 30-day window. The shares were granted and vested at $0/share. Do I still need to file an 83(b)?

March 3rd, 2024