top of page
White Walls

Frequently
Asked
Questions

• What are the Filing Deadline Dates?

Business Tax Returns (Corporations, S-Corporations, Partnerships) deadline: March 15th

• Last appointment for Business Tax Returns: March 11th

 

Personal Tax Returns (Including SMLLC's / Schedule C*) deadline: April 15th

• Last appointment for Personal Tax Returns: April 11th

Extended Business Tax Returns (Corporations, S-Corporations, Partnerships) deadline: September 15th

• Last appointment for Extended Business Tax Returns: September 11th

Extended Personal Tax Returns (Including SMLLC's / Schedule C*) deadline: October 15th

• Last appointment for Extended Personal Tax Returns: October 11th

Non-Profit 990 Forms due by: May 15th

To fill out a Business and/or Personal Extension Form, please visit our Helpful Links tab under EXTENSIONS.

For additional information, please visit our What We Do tab under EXTENSIONS

*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 March 15th original deadline / Business September 15th extension deadline does not apply to you.

• What are the Filing Deadline Dates?

• What should I do if I am unable to meet with bOB before the filing deadline?

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 under EXTENSIONS.

For additional information, please visit our What We Do tab under EXTENSIONS

Important:

Extensions allow additional time to FILE.

Extensions DO NOT allow additional time to PAY.

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 15th for Businesses and after April 15th for Personal, will not be processed.

* Note: Extensions will only be filed for clients filing current year tax returns with us.

• What should I do if I am unable to meet with Don   before the filing deadline?

• 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! 

• I'm NEW here, what do I need to do?

• What are the appointment requirements?

1. A completed tax workbook 

a. Personal Workbooks are a requirement.

b. If you have a business, you do NOT need to fill out two Workbooks. Please include any business income in your Personal Workbook      and include the letters EIN leading the description; Bob will sort the numbers with you during your appointment.

c. We do have business Workbooks available for our business only clients – and for those who feel more comfortable with two                  Workbooks.

2. signed copies of the Data Verification & Fee Structure pages

a. If you do not have a printer, you may use DocuSign – IF you have this feature or you may find an app that will allow you to sign documents – typed in signatures are not acceptable.

b. For legal reasons, we will not release completed tax returns without these pages signed.

3. Any supporting documentation (i.e.: W2's, 1099's; etc.)

a. If you are a NEW CLIENT please upload a copy of your most recent Tax Return as well.

b. If you have a Business and elected into the optional NY Pass-thru Entity Tax (PTET) for the 2023 tax year, please upload your confirmation.

4. Front & back photos of your Valid Driver’s License or a photo of your Valid Passport

      for each individual on the return

a. If you are a RETURNING CLIENT please check the overall “Permanent File” folder in your SmartVault account to make sure the ID saved is valid.

5. A voided check (if you would like your refund to be direct deposited)

       a. Want your refund to be direct deposited? Provide a voided check OR bank statement only showing routing and account numbers.

       b. Please also fill out the corresponding Direct Deposit Info section of the Personal Tab in your Tax Workbook. Note, we will still need a

           voided check or bank statement mentioned above.

       c. If you are a RETURNING CLIENT, please check your “Direct Deposit Verification” folder - You MUST email us confirming we can use

          the previous years voided check!

To access our Workbooks from the Public folders of your SmartVault account, CLICK HERE.

• What are the appointment requirements?

If we're at capacity and there are no available appointments left before either of the deadlines, we can certainly add you to our waitlist.

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 as well.

 

Since we tend to receive last minute cancellations, it is imperative that we receive all required documents and your completed Workbook before adding you to our waitlist; this ensures that we can reach out to you at a moment's notice and you will be ready for the proposed appointment.

 

If you do not have all of your documents just yet, no worries - provide us with what you do have and fill out your Workbook(s) as best as possible.

• THERE ARE NO APPOINTMENTS AVAILABLE, CAN I GET ON THE WAITLIST?

• Waitlist
• How do I provide you with Documents if issuer does not   provide documents online?

• How do I provide you with 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.

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:

  1. Create a Folder for each tax year on your computer and name it: XXYY Tax Documents

  2. Most documents are accessible through the entities' online portals. Contact the issuer to see if you can create an online account to download documents into the folder you have created on your computer OR if they can securely email you those documents.

  3. Fill out your Business and/or Personal Workbook, save it into the folder you have created on your computer.

  4. Open your SmartVault account and upload your clearly named (and legible) tax documents and Workbook.

 

Prefer a scanner app for your smartphone?

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 bob with 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, plus appointments are scheduled weeks in advance, and since we have deadlines to contend with - if your appointment is immediately after any deadline (after deadline dates: March 16th, April 16th, September 15th, 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. 

• Do I have to provide a Workbook, or can I just   provide Don with my documents?

• I have a Business; do I need to complete a Workbook for Business AND Personal?

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.

• I have a Business; do I need to complete a Workbook   for Business AND Personal?

• I haven't received all of my Supporting Documents in time for my Appointment, what do I do?

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 do I do?

• Bob is late for my Appointment, what do I do?

Just sit tight! Bob’s appointments are allotted for an hour each and occasionally tend to run over, especially during the busiest times; or Bob may need some time to go over your documents in between appointments - not to worry...

 

hang out in the waiting room on zoom

Bob will be with you within 10-15 minutes.

• Don is late for my Appointment, what do I do?
• How do I access my tax return for an electronic pick-up?

• 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. Please note: there are 2 separate SmartVault accounts for Personal and for Business, should you have both. If you have never logged in, you will need to create a password. If you have logged in before and forgot your password, you will need to reset directly with SmartVault by clicking on “Can’t sign in?” after entering your email, as we are unable to assist with this. click here for a helpful tutorial on SmartVault. 

WHAT the drtaxguy team NEEDs FROM YOU-

AUTHORIZATION SIGNATURES: Once logged in, you can print & sign the e-file authorization documents, drop them back into your SmartVault account, and notify us. If you do not have a printer, you may use DocuSign – IF you have this feature or you can find an app that allows you to sign documents – however, all signatures MUST look signed, not typed in. click here for a helpful tutorial on Authorization Signatures.

INVOICES: We will also send invoice(s) via Square for our services as we require both authorization signatures and payment prior to filing. To view the breakdown of your invoice, please see pages 2 and 3 of the Government Copy of your Tax return.

payments you may owe-

payment vouchers and estimated payment vouchers: If you owe any Payment Vouchers or Estimated Payment Vouchers, you will either need to mail in your payment(s) or pay online if the particular state you owe in allows online payments. To mail in, addresses are typically on the vouchers themselves; if not, we would have already provided 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.

some clients may have-

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 it 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?

• 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 GMAILIt's super simple to set up and will ensure that you, or we, never miss an email again!

A secondary option for AOL users (though, not always effective) would be to add all of our email addresses to your address book within AOL.

bob@drtaxguy.com, contact@drtaxguy.com, verify@drtaxguy.com.

Yahoo and Hotmail (and occasionally GMAIL users), please check your spam/junk folders as our email responses typically seem to end up there. 

If you are not an AOL, Yahoo, or Hotmail user, please CONTACT US and we will rectify the issue.

• What do I need to do if I Receive an IRS Notice?

• What do I need to do if I Receive an IRS Notice?

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.  

• 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 Federal, New York State, and New Jersey '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. 

• Where's My Refund?
bottom of page