Frequently Asked Questions

Explore our comprehensive FAQ section to find answers to common queries about tax services, policies, and more. If you have additional questions, don't hesitate to contact our team for assistance.

Tax Preparation FAQs

Informative answers to the most commonly asked questions about tax services, filing procedures, and our company policies.

What tax services does Taxperts offer?

Taxperts offers a comprehensive range of tax services including individual tax preparation, business tax filing, tax planning, and consultation for complex tax situations.

How can I book an appointment with a Taxperts advisor?

Appointments can be booked online on our Contact Us page, by phone, or by visiting one of our offices.

What documentation do I need to bring for my tax preparation appointment?

Please bring all relevant financial documents, including W-2s, 1099s, expense reports, and any other applicable financial information.

What if I receive another tax form after I’ve filed my return?

If you receive additional tax forms after filing, you'll need to complete an amended return. Taxperts can assist with filing Form 1040X to ensure your tax records are accurate and up-to-date.

How do I update or delete my online tax account?

You can manage your personal information through your online tax account. If you need to delete your account or have further questions, Taxperts can guide you through the process.

How long are my filed tax records kept on file?

Taxperts retains your tax information for as long as necessary to provide our services, complying with legal obligations. The IRS requires tax returns to be retained for at least three years.

Does Taxperts provide assistance with audits?

Yes, we offer audit support services, including representation and advice during the audit process.

Can Taxperts help with tax planning for my small business?

Absolutely, our team specializes in tax strategies and planning for small to medium-sized businesses.

Notary FAQs

Crafted to provide quick answers, ensuring you can access our notarization services without delay.

What notary services are offered by Taxperts?

Taxperts provides a full range of notary services including document notarization, certification of copies, witness signings, and notarization for tax-related documents.

Do I need to schedule an appointment for notary services?

While walk-ins are welcome, we recommend scheduling an appointment to ensure prompt service.

What forms of identification are acceptable for notary services?

For notary services, acceptable forms of identification include a current driver's license, passport, non-driver's license ID, or military ID, provided they are U.S. issued.

Are there documents that a notary public cannot notarize?

A notary public cannot notarize documents that are recorded with a government agency, such as those from a Secretary of State's office, a County Clerk, or a court. Certified copies should be obtained directly from the respective agency. For a full list of non-notarizable documents, please contact us.

Can Taxperts notarize documents for use outside of the United States?

Yes, we can notarize documents for international use, but please verify the specific requirements of the receiving country.

What is the role of a signing agent in notary services?

A signing agent is a public notary specialized in loan closing documents. They are responsible for ensuring that these documents are delivered, signed, or processed efficiently and on time.