WELCOME TO
DrTaxGuy
Frequently
Asked
Questions
• What are the Filing Deadline Dates?
NOTE: If your company is a SMLLC (Single Member, LLC) / filing under a Schedule C -
Your business income and expenses are reported on your Personal Tax Return; the Business deadlines do not apply to you.
Business Tax Returns
(S-Corp, LLC, GP)
Trust Tax Returns
(1041)
Personal Tax Returns
(+ C-Corps & SMLLC's*)
Non-Profit
(990)
March
17
April
15
April
15
May
15
(on extension up to:
September 15th)
(on extension up to:
September 30th)
(on extension up to:
October 15th)
(on extension up to:
November 17th)
Conducting in-season
appointments up until:
March
12
Conducting in-season
appointments up until:
April
10
Conducting in-season
appointments up until:
April
10
Conducting in-season
appointments up until:
May
11
Off-season (extension) appointments are also available!
email us TO SCHEDULE an appointment!
all appointments are conducted virtually.
Electronic Filing Officially Begins January 29th.
• What are the appointment requirements?
MANDATORY TO SUBMIT ALL MATERIALS TO YOUR SmartVault (SV) ACCOUNT NO LATER THAN 24 HOURS PRIOR TO YOUR APPOINTMENT
ANY RESCHEDULE REQUESTS OR CANCELLATIONS WILL RECEIVE AN APPOINTMENT ONCE WE RECEIVE ALL REQUIREMENTS
WORKBOOKS (WB)
(Upload to SV FOLDER: "ORIGINAL WORKBOOK...")
DATA VERIFICTION & FEE STRUCTURE
(Upload to SV FOLDER: "ORIGINAL WORKBOOK...")
completed PERSONAL workbook[not optional] | Business Workbook [is optional]
• If you have a business, you do NOT need to fill out two WB's. Instead add any business income
within your Personal WB, prefacing the description with the letters EIN.
• Business WB is available for our Business Only Clients - and for those who feel comfortable filing in two WB's.
• We only accept Excel, Google Sheet, or Numbers formats of Workbooks. NO PDF’s.
​
FOR LEGAL REASONS, WE WILL NOT RELEASE COMPLETED TAX
RETURNS WITHOUT THESE DOCUMENTS SIGNED
• MUST sign and type in signatures.
• Note, If you have DocuSign or any app that allows you to sign documents, feel free to use.
​
Any W2's, 1099's, 1098's, 1095's, 5498's, etc., please upload
• If you received a 1095-A, it is MANDATORY to provide.
• If you are a NEW CLIENT, please upload a copy of your most recent filed Tax Return as well.
• Have a Business and elected into the optional PTET? Please upload your confirmation.
front & back photo(s) of VALID DRIVER’S LICENSE(s) or photo(s) of
VALID PASSPORT for each individual filing
• If you are a RETURNING CLIENT, please check your “Permanent File” SV folder to ensure the ID(s) saved
are current (valid).
​
want your refund direct deposited?
• Provide a voided check OR a bank statement only showing routing and account numbers.
• Please also fill out the corresponding Direct Deposit Info section of the Personal Tab in your Tax WB.
​
• For RETURNING CLIENTS, it is crucial to access your SV account to ensure the accuracy of your voided check.
> Review your “Direct Deposit Verification” folder, then send us an email confirming that we may utilize said
voided check from the previous year and include the last four digits of your account number within your
correspondence.
​
• Refund issues? You must contact the IRS directly;
DrTaxGuy cannot be held responsible where emails indicate the voided check "should be" correct. ​​
SUPPORTING DOCUMENTS
(Upload to SV FOLDER: "SOURCE DOCUMENTS")
VALID DRIVER'S LICENSES / VALID PASSPORTS
(Upload to SV FOLDER: "PERMANENT FILE")
VOIDED CHECK OR BANK STATEMENT
(Upload to SV FOLDER: "DIRECT DEPOSIT VERIFICATION")
To access our Workbooks from the Public folder of your SmartVault account, CLICK HERE.
• How do I provide Documents if issuer does not provide documents online?
If you cannot obtain documents from your issuer digitally, you will need to request documents mailed to you from the issuer and scan or capture an image of each of your documents. Most documents are accessible through the entities' online portals. Contact the issuer to see if you can create an online account to download documents.​
​
If you do not have access to a scanner, do not stress - your smartphone can do the trick! Take a photo and email yourself clear photos of the documents from your smartphone and:
-
Create a Folder for each tax year on your computer and name it: XXYY Tax Documents and save photo(s) there.
-
Fill out your Business and/or Personal Workbook, save it to the same folder you created on your computer.
-
Open your SmartVault account and upload your tax documents and Workbook.
Prefer a scanner app for your smartphone?
Google 'scanner app'; there are a few apps available for your specific smartphone.
​
DOCUMENTS MUST BE CLEAR AND LEGIBLE
• do I HAVE TO provide A WORKBOOK, OR CAN I JUST PROVIDE MY DOCUMENTS?
Short answer, YES we do need a completed Workbook!
Workbooks provide efficiency for the allotted time of your appointment; because we are meeting virtually, a completed Workbook is critical for Bob to be able to process your tax return as well. Important to note, while Workbooks allow us guidance, Workbooks are not Tax Returns!
• Your Workbook must be completed 1 full day prior to your virtual appointment. If you do not provide your Workbook and documents 24hrs in advance, we will need to postpone your appointment.* *
​
• Since we need ample time to prepare Workbooks and documents for each of Bob's meetings, and appointments are scheduled weeks in advance - we also have deadlines to contend with - if your appointment is immediately after any deadline (after deadline dates: March 17th or April 15th, September 16th or October 15th), your Workbook and documents must be completed sooner; 48hrs in advance. * *
​
• Data Verification & Fee Structure pages are mandatory and must be signed.
* Cancellation fee will apply.
* Any reschedule requests or cancellations will receive an appointment once we receive all requirements.
• I have a Business; do I need to complete a separate Workbook for Business?
Short answer, NO we do not need you to provide two Workbooks!
​
You can simply include any business-related items in your Personal workbook with the letters EIN leading the description. Bob will sort the numbers with you during your appointment.
Of course, if you would like to fill out a Business workbook as well, that is an open option.
It’s okay!
Provide us with what you do have, Bob can still discuss everything with you during your appointment however, your return will not be completed until we receive all missing documents.
• I haven't received all of my Supporting Documents in time for my Appointment, what SHOULD I do?
• BOB IS LATE FOR MY APPOINTMENT, WHAT DO I DO?
Bob is typically either early or on time for his appointments however, in the rare occasion that he is late, Just sit tight!
Each of Bob’s appointments are allotted one full hour and occasionally run over, especially during the busiest times - not to worry...
hang out in the waiting room on zoom
Bob will be with you within 5-10 minutes.
• What should I do if I am unable to meet with bOB before the filing deadline?
Extensions allow additional time to FILE.
Extensions DO NOT allow additional time to PAY.
​
It is important to understand that this is not a negative situation!
Extensions simply provide the opportunity for additional time to file.
We can file a FREE 6 month Extension for you which will push your Tax filing deadline to*:
September 15TH FOR Business Taxes | October 15TH FOR Personal Taxes.
​​To fill out a Business and/or Personal Extension Form, please visit our HELPFUL LINKS tab.
For additional information, please visit our what we do tab.
​​​
To determine if you owe:
We will need extension forms and a completed Workbook no later than March 4th for Business and/or April 4th for Personal.
​
* We do not process Extensions without Authorization Extension Form(s).​
* Extension forms provided after March 4th for Businesses and after April 4th for Personal, will not be processed.
* Note: Extensions will only be filed for clients filing current year tax returns with us.
• THERE ARE NO APPOINTMENTS AVAILABLE, CAN I GET ON THE WAITLIST?
If we're at capacity where there are no available appointments left prior to either of the deadlines, we strongly encourage you to submit all of your documents and Workbook(s) as soon as possible. This will allow us to add you to our Waitlist in the event that any cancellations occur. Since we often experience last-minute cancellations, it is necessary for us to have all requirements ready beforehand, so that we can contact you at a moment’s notice.
​
Important:
We MUST receive all required documents + your completed Workbook(s) before we can add you to our Waitlist!
​
AS A CONTINGENCY:
We will need you to fill out a Business and/or Personal extension form NO LATER THAN March 4th for Business / April 4th for Personal.
• I'm NEW here, what do I need to do?
Welcome!
Our process is a little different than most firms, and we understand Taxes are intimidating which is why we strive to make this as effortless as possible for each and every client.
We ask each of our clients to submit a completed Workbook and submit all required documents at least 24 hours in advance of their tax appointment; here you can view a sample Workbook. Workbooks provide a general idea of your current tax situation and help prepare/maximize your time with Bob.
During your appointment, Bob will go over all information provided (W2/1099s, investments, expenses, etc.) so that we can complete the best possible return for you. Bob will also often advise on a tax plan as you move into the next tax year to ensure that we can continue to deliver the best results for you, even during our off season.
EMAIL US, we will provide you with the necessary steps to get you started!
​
We look forward to working with you!
• How do i access my tax return for an electronic pick-up?
Instructions for an electronic pick-up
​
WHEN YOUR tax DOCUMENTS ARE READY: Bob or a team member will email you with a separate link to your SmartVault account.
Note: there are 2 separate SmartVault accounts for Personal and for Business, should you have both.
Forgot your password? Reset directly with SmartVault, click on “Can’t sign in?”.
CLICK HERE for a helpful tutorial on SmartVault.
​
WHAT THE DrTaxGuy TEAM NEEDS FROM YOU-
AUTHORIZATION SIGNATURES: You have the option of printing, signing, and uploading your forms or an alternative option is to use DocuSign, provided you have access to the feature or find an app that allows for document signing. All signatures must appear handwritten and not typed in.
CLICK HERE for a helpful tutorial on Authorization Signatures.
AND-
INVOICES: Provided securely via our new invoicing system, AUTHORIZE.NET, for our services. One party, THE PRIMARY Taxpayer, will receive the invoice.
Need the breakdown of your invoice? Please EMAIL US!. Both e-file authorization signatures and payment are required prior to filing.
Due to our remote work status, we are unable to accept mailed-in checks.
​
SOME CLIENTS MAY HAVE-
Payment Vouchers and Estimated Payment Vouchers: If you owe, you will either need to mail in your payment(s) or pay online if the particular state you owe in allows online payments. Addresses are typically on the vouchers themselves; if not, we will provide you with an email containing the address(s) needed. click here for a helpful tutorial on Payment Vouchers | click here for a helpful tutorial on Estimated Payment Vouchers.
AND/OR-
Forms to be Printed, Signed, & Snail Mailed: Please be sure to check this folder within your SmartVault account.
Need help finding mailing addresses? If we have yet to provide addresses for you, EMAIL US!
​
• In respect of client privacy, we used random content in videos to provide general ideas of how to achieve your ultimate goal(s).
​
• Why have I Not Received Any Correspondence from You?
If you have yet to hear from us, and you have an AOL, Yahoo, or Hotmail email, chances are - we have reached out to you!
​
Since AOL no longer has the support it once had, we do have trouble communicating regularly with AOL users. We recommend obtaining another email address, such as GMAIL. It's super simple to set up and will ensure that you, or we, never miss an email again!
​
A secondary option for AOL, Yahoo, & Hotmail users (though, not always effective) would be to add all of our email addresses to your address book:
bob@drtaxguy.com, contact@drtaxguy.com, verify@drtaxguy.com, taxstaff@drtaxguy.com.
​
Occasionally GMAIL users will need to check your spam/junk folders as our email responses typically seem to end up there, this is out of our control.
​
If you are not an AOL, Yahoo, or Hotmail user, please CONTACT US and we will rectify the issue.
​
First step is to send us the complete notice (all pages) you've received so that we can assess and further guide you on next steps.
​
You can choose to EMAIL US the complete notice or upload it to your SMARTVAULT ACCOUNT and notify us via email.
• What do I need to do if I Receive an IRS Notice?
• Where's my refund?
Once we file your return, it is up to the Government to issue you your refund(s). Often, lots of patience is key; the Government has been experiencing an extreme backlog.
To continuously check on the status of your refund(s), please go to the helpful links tab under Government Sites.
Listed are Fed, NYS, NJ and CA 'where's my refund' however, if you need an inquiry on any additional state(s),
please EMAIL US and we will point you in the right direction.