Clients need Social Security Numbers for dependents, proof of residency, birth certificates, and evidence showing they provided over 50% of the dependent’s support.

Taxpayers qualify if they have earned income, meet income limits based on filing status and dependents, and fulfill residency, SSN, and citizenship requirements.

Common deductions include home office expenses, business mileage, supplies, advertising costs, professional fees, and health insurance premiums.

Verify they have a Form 1098-T, eligible expenses, and meet enrollment and income criteria specific to the credit.

The IRS typically issues refunds within 21 days of e-filing, but it may take longer if additional reviews are required.

You can track your refund status using the IRS "Where's My Refund?" tool online or through the IRS2Go mobile app.

You’ll need income documents (like W-2s and 1099s), identification, proof of deductions/credits, and any relevant forms for dependents or other income sources.

Yes, as long as they meet the dependent qualifications, including age, residency, and financial support requirements.

Unemployment benefits are taxable, so they may increase your taxable income, potentially causing you to owe taxes.

You can deduct medical expenses that exceed 7.5% of your adjusted gross income if you itemize deductions.

Yes, if you use a dedicated space in your home exclusively and regularly for business purposes.

You may need to file if your income exceeds the filing threshold for your status, but filing could still be beneficial to claim credits or refunds.

If you’re self-employed or have significant income without tax withholding, you may need to pay quarterly estimated taxes to avoid penalties.

If you can’t pay in full, we can help you set up an installment agreement or explore other IRS payment options.

Yes, if you paid interest on a qualified student loan and meet income and filing requirements, you can deduct up to $2,500.

We can help you file an amended return (Form 1040-X) to correct any errors.

Yes, if you itemize deductions, you can deduct qualified donations to recognized charities. Keep receipts for proof.

Your refund may be reduced due to offsets for past-due debts, such as child support, student loans, or tax balances.

We recommend strategies like contributing to retirement accounts, adjusting your withholding, and tracking deductible expenses throughout the year.

Stay calm and contact us immediately. We’ll review the letter, explain its contents, and guide you on the best steps to resolve the issue quickly and effectively.

Absolutely. We’ll analyze your tax situation to find overlooked deductions or credits and explore options to reduce your tax debt legally.

Ignoring IRS correspondence can lead to penalties, interest, and serious actions like liens or wage garnishments. It’s important to address these issues promptly, and we’re here to help you resolve them.