FAQs

Monday, January 27, 2025!

We want to prepare your tax return in a way in which you feel most comfortable.   So we offer many ways to get the job done.   We offer appointments in which we complete your return in about an hour (as long as you bring all documents) with an in person or virtual appointment.  If you want to just get us your documents, your return is processed in order of date received.   We have a secure lock box for dropping off paperwork.  You can also mail paperwork.   You also upload documents into MyTaxDocs.com.  Once the return is completed, you will be able to pick up your paperwork.   If we mail you your completed return, there is a $4 charge.   We will NOT accept paperwork for non-appointments after April 1,  2025.

In 2024 we partnered with Protection Plus.   This service is available for every return we file.   If you receive a notice from either the IRS or your state revenue, they will take care of what needs to be done.   This plan also offers identity protection and errors and omissions.   Trustworthy Tax Service also holds error and omission insurance and insurance for cyber security. 

Yes, both federal & state are prepared at the same time.   They are checked for errors and then e-filed.

Returns can be prepared and file for previous years.  However, returns can only be e-filed going back 3 years from the due date.  That means 2022, 2023 & 2024 can be e-filed; 2021 can be e-filed up until April 15, 2025.  If a refund is due, it would be sent with interest.  If we file any years before 2021even if a refund is merited, the IRS will not honor the refund. 

You will receive an invitation to a Zoom meeting at the agreed upon time.  You will be able to log in on either your phone, table, or laptop.  You can use your camera if you wish, but not necessary.  Jennifer will be able to share her work with you and you can see what is being entered.  She will walk you through your return and complete the e-file.  You will then sign via Adobe sign and pay for services via a Square invoice  As soon as the signature forms are signed and payment received, your return will be e-filed.  You can receive your return through electronic copies or they can be mailed to you.  

We can fix (amend) returns and far back as three years.  We would review your return and see if errors exist and fix them with a 1040X.

Of course, it depends on the complexity of the return.   The simplest of returns are $60.  Usually the highest cost is $200.

Yes.   Documents can be shared with us via a secure website.   Just need your email to send you an invitation.