I am still waiting for my 2020 tax refund. It has been over a year. Where are you currently located? How old are you? 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?

January 10th, 2023

I filed with Jackson Hewitt in April and keep getting my federal and state tax returns rejected. They requested a 1099A form, and now they're asking for an 8962 form. I don't understand and can't get any help. How do I complete and submit the 8962 form?

September 3rd, 2024

What do I need to do to start an offer in compromise with the IRS, given that our income is significantly different and I am hoping to get some tax debt forgiven?

February 2nd, 2024

I want to dissolve my 2-member partnership LLC this month. Do I have to file the final return within 3 months after filing the dissolution with the state? I usually file Form 1065, K1, and my personal 1040 by March 15 each year. If I file the dissolution on August 1, do I need to file the final 1065 and K1 by October 15, and can I hold the K1 to file it with my personal 1040 next March?

May 28th, 2023

I received a letter from the IRS stating they made an error and I would receive a $1,092.00 refund in 4-6 weeks. The notice date was May 9, 2022. Is this notice valid, and how long should I realistically expect to wait for the refund?

January 10th, 2023