Frequently Asked Questions

General

Do I need to schedule an appointment to drop off my tax documents?

We prefer that you call to let us know that you will be dropping the information off.

Elizabethtown Location – (717) 367-8037

Christiana Location – (717) 786-6935

Do you accept credit/debit cards for payment?

No. At this time we accept cash or check.

Do you offer payroll services?

No. We prepare quarterly payroll tax returns for some clients, but it is not a niche of this firm.

Do you offer Bookkeeping services?

At this time, we offer posting services for small business. This is not a daily/weekly bookkeeping service.

Do you offer financial advisory services?

No. But we can work with your financial advisor to ensure tax savings strategies are being pursued.

Tax Specific

How long do I need to keep tax returns?

Most taxpayers should keep their tax records for 7 years. See IRS guidelines here:
https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records

When are tax returns due?

In most cases, Individual Income Tax Returns (Form 1040) are due on April 15th
Partnership (Form 1065) and S Corporation (1120S) tax returns are due March 15th
The IRS has created this calendar with up to date changes on due dates.
https://www.tax.gov/calendar/

Can I pay taxes with a credit card?

Yes. Additional fees may apply.
https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-card
https://www.revenue.pa.gov/OnlineServices/MakeAPayment/PIT/Pages/default.aspx

Do I need to pay tax on the sale of my residence?

Not if you meet the qualifications for exclusion.
https://www.irs.gov/taxtopics/tc701

Is there an age limit on paying taxes?

No.

Should I set up an IRS Online Account?

Yes. We feel that there are great benefits to having an account set up with the IRS.
Go to www.irs.gov/account to get set up.

When do I need to prepare 1099 Forms?

Forms are due to the recipient by 1/31.
For Subcontractors – https://www.irs.gov/forms-pubs/about-form-1099-nec
For rent, prizes, and various other types of payments – https://www.irs.gov/forms-pubs/about-form-1099-misc

These FAQs are for your reference only. Many of our clients have different circumstances that may require additional information or services that are not offered on this website.

Frequently Asked Questions

General

Tax Specific

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