Frequently Asked Questions

Following are some questions we hear regularly and answers we hope you’ll find helpful in planning and preparing your taxes. Please contact us if you have a question not listed here or if we may be of any other service.

Click on any question to reveal the answer:

How long have you been in business?

Does your firm provide year-round service?

Do you guarantee your work?

What type of services do you offer?

What if I get a letter from the IRS or the franchise tax board that I do not understand?

My wife and I are still married, but we are living apart. Should I be filing as married filing separate?

Is there an age limit on claiming my child as a dependent?

If I claim my daughter as a dependent because she is a full-time college student, can she claim her own personal exemption when she files her return?

Can I receive a tax refund if I am currently making payments under an installment agreement or payment plan for a prior year's taxes?

For head of household filing status, do you have to claim a child as a dependent to qualify?

What should I do if I made a mistake on my federal return that I have already filed?

Is interest on a home equity line of credit deductible as a second mortgage?

Is the interest amount that we paid to the IRS deductible?