The IRS redesigned Form W-4 back in 2020, so it no longer uses the old “0 or 1" allowances system. Instead, the current W-4 asks for your filing status and has you account for multiple jobs (Step 2), dependents and credits (Step 3), and any other income, deductions, or extra withholding you want (Step 4). For most single filers with one job, simply filling out Step 1 (filing status) and signing is often enough. If you have multiple jobs, a working spouse, or want a bigger refund versus more take-home pay throughout the year, use the IRS Tax Withholding Estimator (linked in our Resources page) to fine-tune Steps 2-4. If you’re unsure what to select, we’re happy to review your specific situation and help you fill out the form correctly.

Estimated Quarterly Tax Payments are due April 15th, June 15th, September 15th and January 15th. These Quarters are not Equal in Length so don’t let the June deadline surprise you. You can make payments by Mail, Online or By Phone.

• Phone: 1-800-829-1040
• Online: https://www.irs.gov/payments
• Mail: IRS P.O. Box 802501, Cincinnati, OH 45280-2501

No, thanks to modern technology, you can always email or fax your documents. You can also mail in your documents as well. This can be done, even if you live nearby and don’t want to drive to the office. If you would like to talk with us while we do your taxes, you are welcome to talk to us through zoom or over the phone, however it is not necessary. We can always get your taxes done, based on information given and reach out to you if we have any questions.

You can get your return amended by us. This pretty much is like us doing your Return over and letting them know that a Mistake was made.

If the mistake is on our end then no. If the Mistake is on your end then yes.

Our current policy states we do not E-file unless you pay. This is in place to prevent people from prolonging payment months after their return is filed