G&O CPAs, LLC

Preparation time depends on the complexity of the return. Providing all relevant records at the outset helps minimize preparation time. Critical missing documents like W-2 or 1099 forms are the most common cause of delays. You should set up your appointment and submit records several weeks before the IRS deadline.

Yes, reputable electronic filing platforms used by trusted tax professionals encrypt tax returns so only the IRS may access the information. Avoid transmitting tax forms using public wifi networks unless using a high-quality VPN.

Stay calm and pay as much as you can as soon as you can. Determine how much you can afford per month and bring this to a trusted tax professional who can help submit an installment plan proposal to the IRS. This helps minimize penalties and interest.

For most electronically filed returns, the IRS issues a refund within 21 days. Paper filed returns often take six weeks or more. Direct deposit typically results in funds appearing within a few days after IRS approval.

Not necessarily. A large refund means you overpaid in tax throughout the year, cheating yourself out of take-home pay. Requesting a withholding adjustment or reducing estimated tax payments may give better budgetary breathing room.

It's possible. Even simple IRS rules have dozens of exceptions and nuances. Many people miss deductions and credits they qualify for. A trusted tax professional can help ensure you receive every tax benefit you deserve.

Yes, this is common. Married couples may choose joint or separate returns. An unmarried person with a dependent may qualify for single or head of household status. The IRS allows eligible people to choose whichever status results in the least total tax.

No. The extension only gives extra time to file your return. You must still pay any tax owed by the standard filing deadline to avoid late payment penalties and interest.