Frequently Asked Questions
Wondering how virtual tax services work at Edwards Tax Prep? Here, you’ll find answers to common questions about remote tax preparation, secure document submission, and more. If you need additional assistance, don’t hesitate to reach out—I’m here to guide you through the process!
What Documents do I need to bring for Taxes?
1. Personal Information:
• Social Security Numbers (SSN) and birthdates for you, your spouse, and dependents
2. Income Documents:
• W-2, 1099, and 1099-R forms
• Investment income (1099-B, 1099-INT, 1099-DIV)
• Rental income/expenses (if applicable)
3. Deductions:
• Mortgage interest (Form 1098), property taxes, charitable donations
• Medical expenses, childcare costs, student loan interest
4. Other Documents:
• Health insurance forms (1095-A, 1095-B, 1095-C)
• Bank info for direct deposit
• Business expenses (for self-employed individuals)
*Checklist Will Be Provided*
What makes you better than other Tax Professionals?
What sets Edwards Tax Prep apart from other tax professionals is our commitment to personalized, professional service. As a tax expert, I take the time to truly understand each client’s unique tax situation, whether you’re an individual, business owner, or self-employed. With a focus on accuracy, maximizing deductions, and ensuring compliance, I offer peace of mind throughout the tax process. Additionally, being a part of the Annual Filing Season Program (AFSP) means I am up-to-date with the latest tax laws, providing expert representation when needed. Plus, I specialize in virtual tax preparation, making the process convenient and stress-free, no matter where you are. My priority is not just to file your taxes, but to guide you towards achieving financial success.
Why switch from my current tax preparer?
Switching to Edwards Tax Prep means choosing a tax professional who genuinely cares about your financial well-being. Unlike other tax preparers, I offer personalized service, taking the time to understand your unique needs and providing tailored solutions. I stay up-to-date with the latest tax laws through my participation in the Annual Filing Season Program (AFSP), ensuring accurate and compliant filings. Whether you’re an individual, business owner, or self-employed, I work to maximize your deductions, credits, and overall tax benefits. Plus, with the convenience of virtual tax preparation, you can easily manage your taxes from the comfort of your home. Make the switch to Edwards Tax Prep, where your financial success is my priority.
How does virtual tax preparation work?
Virtual tax preparation is a convenient and secure way to handle your taxes. You’ll upload your documents through a secure portal, and we’ll communicate via phone, email, or Zoom. I’ll prepare your return and review it with you before filing. It’s efficient and stress-free!
Is my information safe when submitting documents online?
Absolutely! We use secure, encrypted methods to ensure your personal and financial information is protected at all times.
Can I schedule a consultation if I am not in the GSP area?
Yes! Our virtual tax preparation services are available nationwide. You can schedule a virtual consultation via phone or video call, no matter where you are.
How do I know which tax documents I need to provide?
You will be provided a detailed checklist of required documents after your initial consultation. If you have any questions, I’m happy to help guide you through the process.
Can I file both my personal and business taxes with you?
Yes! I specialize in both individual and business tax preparation, including self-employed and freelance filings.
What if I have questions during the process?
You can reach out to me at any time through email, phone, or video chat. I’m always here to help and answer your questions.
How much do you charge for virtual tax preparation?
The cost of tax preparation depends on the complexity of your tax return. Simple individual returns typically cost less, while business or self-employed returns may require a higher fee due to their complexity. Pricing is always fair and tailored to your unique tax situation.
What if I have questions after my taxes are filed?
I’m here to support you year-round. Whether you have follow-up questions or need assistance with a tax notice, I’ll be available to help even after your return is filed
What should I do if I owe taxes?
If you owe taxes, don’t worry! We can discuss payment options and help you set up a payment plan with the IRS if needed. I’ll also explore any deductions or credits you may have missed to minimize your liability.
Resources
Resources & Articles For Managing Your Finances On Your Own
Essential Tax Tips & Key Deadlines
1. Keep all receipts and records organized throughout the year.2. Review last year’s return for missed deductions.3. Contribute to an IRA by the tax deadline to potentially reduce taxable income.4. File early to avoid delays and potential fraud.1. January 31: Deadline...
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Edwards Tax Prep
8595 Pelham Rd
Suite 400 #704
Greenville, SC 29615