Frequently Asked Questions - Tax

It will generally take around three business days to generate your quote. At that time, you will receive a link to join the client portal hosted by TaxDome.com. Once signed up, there will be an engagement letter waiting for you to sign. The engagement letter includes your quoted fees for services. If you agree to the terms, sign the engagement letter. If you do not wish to move forward with services from D. Jablonski, PC, there is no need to take further action. The engagement letter will expire after 10 days. 

Yes, D. Jablonski, PC can assist with personal tax preparation and planning. We can help you navigate complicated tax laws and maximize your deductions. Contact us to learn more about our personal tax services.

The typical wait time for refund on a standard return is 1-2 weeks after IRS processes your tax return. However, your refund may be delayed in some cases: 1. Your return is under review. 2. Your tax return is an amended tax return. 3. IRS is experiencing a high volume of filings. For detailed status checking, please visit https://www.irs.gov/wheres-my-refund 

Proactive extension filing is a standard procedure by our firm and many accounting firms to ensure that client returns are filed on time. Filing extension doesn't obligate you to use our service for tax filing. You will receive the benefit of an additional six month to file your tax, and you still retain the option to submit your tax return by the original deadline. It does no harm and only provides additional protection. 

No, due to system restrictions, edits to the answers are not possible once the organizer is submitted. However, you can upload other documents to the portal informing us of the updates. 

We generally complete your tax returns within two to three weeks after your submission. This may get extended if you uploaded additional documents later on, or depending on the type of return and when the documents were submitted. The status of your return preparation can be viewed through the client portal.

Absolutely! We are happy to assist clients who prefer not to use email or our client portal. We can communicate and share documents through phone calls, traditional mail, or secure in-person meetings at our office. We strive to make our services accessible and tailored to each client’s needs, so please feel free to let us know the best way to stay in touch with you. 

You can easily access a copy of your returns through our client portal. Simply log in and navigate to:

1. Documents
2. Folders
3. Firm Docs Shared with Client

Here, you’ll find copies of your returns available for download or viewing at your convenience. If you need any assistance logging in or locating your returns, please don’t hesitate to reach out to us – we’re here to help!

Paper copies can be obtained for an additional $25 fee.

Tax organizers (questionnaires) will be sent out in early January. Please follow the tax organizer to guide you on what documents are needed. Generally, this includes Form 1099s, Form W-2, Form 1095s, business profit and loss, etc. Contact us if you have any questions.

If you miss the tax filing deadline, it’s important to file as soon as possible to minimize any potential penalties and interest on taxes owed. Here’s what to expect:

1. Late Filing Penalties: The IRS and state tax authorities may assess penalties based on how late the return is filed and any taxes owed. The sooner you file, the smaller these penalties are likely to be.
2. Interest on Unpaid Taxes: Interest generally accrues on any unpaid taxes from the due date until the amount is paid in full.

If you’re concerned about missing deadlines, we’re here to help! Contact us to discuss your situation, and we can assist with filing as soon as possible and exploring options to minimize penalties.

If you receive a letter from the IRS or a state taxing authority, don’t worry! Here are the steps you should take:

1. Carefully Review the Notice: Read the letter thoroughly to understand the issue. Often, these notices provide specific details about what the agency is requesting or clarifying.
2. Contact Us: Reach out to our office as soon as possible. We can review the letter with you, help explain any unfamiliar terms, and advise you on the next steps.
3. Do Not Ignore the Notice: It’s important to respond to tax notices promptly to avoid potential penalties or other complications. We can help you prepare a response or, in many cases, communicate directly with the agency on your behalf.

We’re here to provide guidance and support throughout the process, so don’t hesitate to contact us if you receive a tax notice!

The deadline for the four installments of federal estimated tax payments for individual taxpayers is April 15th, June 15th, September 15th, and January 15th.