Question 1

Q: Do I need an appointment to have my taxes prepared?

Accepted Answer

A: Although not required, we recommend that you schedule an appointment so that we can give you our full attention and ensure that your tax return is prepared accurately.

Question 2

Q: What types of tax returns do you prepare?

Accepted Answer

A: We specialize in preparing individual tax returns, Form 1040, and small business tax returns, Schedule C. We can also help with tax problem resolution, such as back taxes or audits.

Question 3

Q. Can you prepare my state return?

Accepted Answer

A. Yes! Since Enrolled agents have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Question 4

Q: How much do you charge for tax preparation services?

Accepted Answer

A: Our pricing varies depending on the complexity of your tax return. We offer competitive pricing and a free consultation to discuss your tax preparation needs and can provide you with a quote after we have reviewed your tax documents.  We will always provide you with a quote upfront before beginning any work on your return.

Question 5

Q: What documents do I need to have available or to bring to my tax appointment?

Accepted Answer

A: We recommend that you bring the following documents to your tax appointment:

• Your Driver's license or State ID.
• W-2 forms or 1099 forms from any employers or any other income statements for other sources of income you may have received.
• Any 1098 forms showing mortgage interest paid, 1098-E student loan interest paid or 1098-T Tuition Statement from your school or college.
• Receipts for any tax-deductible expenses, such as charitable donations or medical expenses and documentation for any other deductions or credits you plan to claim.
• Any other tax documents, such as a 1095-A form for health insurance or K-1 forms for partnership income.
• If you are self-employed, you should also bring a record of your business income and expenses, also known as a Profit & Loss (P&L) Statement.

We can provide you with a detailed list of documents you'll need to bring based on your specific tax situation in advance.

Question 6

Q: How long does it take to prepare a tax return?

Accepted Answer

A: The time it takes to prepare a tax return depends on its complexity. We will work with you to gather all the necessary information and complete your return as efficiently as possible. For simple returns, that include just a W-2 and 1099-INT interest statement from a bank, it can take as little as one hour to prepare your return.  However, if your return is more complex or you have multiple sources of income, it may take from a few days to a couple weeks to complete.

Question 7

Q: What sets you apart from other tax preparation services?

Accepted Answer

A: We pride ourselves on delivering personalized, accurate tax services and advice that help our clients minimize their tax liability and maximize their refunds. We also strive to make the tax preparation process as stress-free and convenient as possible, and to be a trusted partner for all of our clients' tax needs. Our team is made up of experienced tax professionals who are dedicated to providing exceptional customer service.

Question 8

Q: Do you offer Virtual or Remote tax preparation services?

Accepted Answer

A: Yes, we offer both Virtual and Remote tax preparation services to accomodate all of our clients' needs.  You can view pricing of our Virtual and Remote services here.(https://www.ztatax.com/services)  If we complete your tax return remotely, you will be provided with secure access to upload your tax documents and download your finished return for review or safe keeping.

Question 9

Q: How do I schedule a consultation with you?

Accepted Answer

A: You can schedule a consultation with us by filling out the contact form (https://www.ztatax.com/contact-1)on our website or by calling us directly. We will be in touch with you shortly to schedule a time that works best for you.  You may also book an appointment (https://www.ztatax.com/book)directly using our scheduler.(https://www.ztatax.com/book)

Question 10

Q: What is the deadline for filing my tax return?

Accepted Answer

A: The deadline for filing your tax return is typically April 15th, subject to change. If you are unable to file your return by the deadline, you may request an extension by filing Form 4868, which we would be more than happy to assist you with filing. Please note that an extension to file your return does not extend the deadline to pay any taxes owed, only an extension of time to file.

Question 11

Q: Do you offer e-filing services?

Accepted Answer

A: Yes, we offer e-filing services for both federal and state tax returns. E-filing is a secure and efficient way to file your taxes, and it can help you get your refund faster.

Question 12

Q: Can you help me with tax planning and strategy?

Accepted Answer

A: Yes, we offer tax planning and strategy services to help you minimize your tax liability and maximize your refunds. We can work with you throughout the year to develop a tax strategy that fits your unique situation.

Question 13

Q: What if I owe taxes and can't afford to pay them?

Accepted Answer

A: If you owe taxes and can't afford to pay them, we can help you explore all of your options for payment plans or other tax relief programs that may be available.

Question 14

Q: Do you offer any discounts or promotions?

Accepted Answer

A: We occasionally offer promotions and discounts throughout the tax season. Please contact us for more information about our current specials.

FAQ'S