FAQs

What information should I bring to my appointment?

Click here for our Document Organizer which will help you in gathering your important tax documents.

A good general rule is to bring anything that is marked Important Tax Information. Your tax professional will help you sort through everything.

How much does it cost to have my taxes done?

The price of your tax return preparation is determined by the complexity of your return.  Our fees are determined by the forms you are required by the IRS and/or State Authority to file; there will be a charge for each required form.  

Prices can only accurately be determined after taxpayer documents have been reviewed by a tax professional who can determine what forms will be required by the respective taxing agencies. 

Pricing information is strictly an estimate and is subject to change based on actual filing requirements:  

Single filers generally range from $93.00 – $175.00

Married filers who own a home generally range from $173.00 – $305.00

There is an additional fee for forms that are required to be filed including, but not limited to:  Sale of Stocks, Day Care Credit, Earned Income Credit (EIC), Rental Property, or Self–Employment Income.

For specific pricing information, you may bring your tax documents in to discuss with one of our tax professionals.

We are competitively priced and in many cases our tax preparation fees are significantly lower than the competition.

How long does it take to prepare my taxes?

This depends on the complexity of your return. If you use our Drop-off service, your tax professional will call you once they are completed.  If you prefer to sit with a tax professional, he or she can give you a more specific timeframe of when your taxes will be ready for your signature & able to be processed.

How long should I keep copies of my tax records? What should I keep?

A minimum of 3 years, we recommend keeping your records for 7 years.  We recommend that you keep all financial documents related to income, medical and insurance records, theft or loss, gambling records, charitable and self-employment records.

How fast can I get my refund? Do you offer electronic/fast filing?

Typically 8 – 14 days.  We have several options for faster refunds – Including Free Electronic Filing with paid tax prep services.  We also offer fast refund products with no out of pockets costs to you. For a minimal fee, you can have your tax preparation fee deducted from your refund.  Call for more details. 

How can I get a copy of my prior year’s Tax Return?

If you filed your tax returns at The Old Tax House in prior years, give us a call.  We can print a copy for you to pick up in the office or we can email your tax return to you using a secure password protection system. 

Alternatively, you can request a free transcript of your tax return from the IRS using the Request for Transcript form here http://www.irs.gov/pub/irs-pdf/f4506t.pdf or you may request an actual copy of your tax return for a fee using this form http://www.irs.gov/pub/irs-pdf/f4506.pdf.

Now that I’m Self-Employed, what are my filing requirements?

Self-Employed individuals may be required to make estimated payments to the Federal and State taxing authorities based on Net Income.  There is no quarterly tax return that is filed quarterly.  For more information check out our Quarterly Payments Information.