Common Tax Consultation Questions

General:

  • Do I need to file a tax return? It depends on your income and filing status. Use the IRS's online tool to check.

  • What documents do I need for tax preparation? Gather W-2s, 1099s, receipts for deductions and credits, and any other income or expense documentation.

  • When is the tax filing deadline? The deadline is typically April 15th, but extensions are available.

Deductions and Credits:

  • How much is my standard deduction? You can find your standard deduction here.

  • What deductions can I claim? Common deductions include standard deduction, mortgage interest, charitable donations, medical expenses, and student loan interest. See the IRS website for details:

  • What tax credits am I eligible for? Common credits include earned income tax credit, child tax credit, and education tax credits. Use the IRS's online tool to check.

  • How do I document my deductions and credits? Keep receipts and other documentation to support your claims.

Filing:

  • What date are my taxes due? Here is a link to the tax.gov calendar for filing dates.

  • Can I file my taxes electronically? E-filing is faster and more secure than paper filing.

  • What happens if I owe money? You can pay online, by mail, or with a credit card. If you can't pay in full, you can request a payment plan.

  • What happens if I get a refund? You can choose to have your refund direct deposited or mailed to you.

Additional:

  • What if I made a mistake on my tax return? You can file an amended return to correct the error.

  • What should I do if I get audited? Stay calm, gather your documents, and cooperate with the IRS. You can consult a tax professional for assistance.

  • Where can I find more information about taxes? The IRS website is your best resource: https://www.irs.gov/.

Remember: This is not an exhaustive list, and tax laws can change. Always consult with a qualified tax professional if you have specific questions or concerns about your tax situation.