FAQs

Q?

What is the best way to know if there are there any new tax changes or requirements for this year?

A.

The absolute easiest way to find out new tax changes for the year is to call an accountant who prepares taxes. Alternately, you can always search the IRS.gov website or your state department of revenue website.

Q?

Can you sit down with me and point out the differences between a Roth IRA and standard 401k?

A.

I can discuss the differences of the two plans with you. However, I recommend a financial adviser for more complex retirement questions. If this is a concern of yours, I have working relationships with a few financial advisers in the Colorado Springs area to help you best analyze your long term financial planning strategies.

Q?

Can I deduct mileage from my personal car when I drive to work?

A.

Your mileage deduction depends on a few factors. Daily commuting mileage from your home to your primary job site (office, factory, etc. where you go to work generally every day), the mileage is not deductible. However, if you drive to different locations through the workday, to a second job, or to a temporary work location, those miles may be deductible.

Q?

I just moved to Colorado. Can you help me with my out-of-state taxes?

A.

Yes, I have experience with multiple state returns as well as part-year and nonresident state returns for those who have moved mid year. I also have helped active duty and retired military members with their returns.

Q?

Once my taxes are completed through you, how long until I receive my state and federal refunds?

A.

Refunds are generally dependent on the tax agency's processing time. Federal refunds are usually received within 21 business days from the date the return was accepted. You can check your refund status at https://www.irs.gov/Refunds after your return has been accepted.

Many states are currently implementing additional security measures to prevent identity theft and tax fraud. For 2016, Colorado residents experiencing delays of up to 60 days. Colorado refunds can be checked at https://www.colorado.gov/pacific/tax/refund

Q?

I need to file my taxes and have both my personal and business to file, can you help with both?

A.

Yes, I specialize in small business and small business owner tax returns.

Q?

I need help fast, how soon could I typically schedule an appointment with you?

A.

Typically, appointments can be scheduled the next business day for urgent cases. Appointments can be made at my office or a place of your choosing.