FAQ's

Business Taxes, W2 filers, 1099-NEC, 1099-INT, 1099 contractors, 1099-K, Bookkeeping, Financial advice, 401k investments advice.

By clicking on the contact page on our website and selecting "Book NOW."

Tax Boss Business Portfolio ensures your business (small or big) is structured the right way through IRS compliance, EIN numbers, state compliance per your business's location, Profit and Loss logs, Business Bank, Expense logs. My goal at TBS is to provide the resources to grow and scale your business effectively.

Yes, all clients referred to Tax Boss Solution who are approved by the IRS will earn you $50.00.

- Current photo ID or DL (not expired)

- Social Security cards for taxpayer and dependents

- W2 and all other supporting documents (no last pay stubs)

- 1095-A Marketplace insurance form (if applicable)

- 1098-T school tuition form (if applicable)

- IP PIN (if applicable)

-Mortgage interest form (if applicable)

-Childcare documentation (if applicable)

Then you will not be able to file your return with TBS.

Yes. If you're paying interest on the home, the bank will mail you a Mortgage Interest form, which you must include on your return.

You will need to file an amendment to adjust your tax refund. Please note that amendments for missing documents may result in an IRS penalty.

48-72 hours, depending on the peak of the season.

E-filing: ~21 days for processing with funds rapidly deposited.

Mail-in: 6-8 weeks for processing, with the IRS mailing a check to your provided address.

Check your refund status here: https://sa.www4.irs.gov/wmr/

Or download the IRS2GO app at www.irs.gov/help/irs2goapp.

It is the taxpayer's responsibility to inform the Tax Agent of weekly updates.

No, the IRS does not follow an exact order for refund releases.

The IRS will mail you a letter with an access code, which you must provide for verification..

You must create an account on the IRS portal (https://www.irs.gov/). Once logged in, follow the prompts to upload your ID, enter your AGI, refund amount, and banking information.

If you input incorrect information, you must wait another 9 weeks before trying again. Ensure your Tax Agent helps you through the process if needed.

The typical timeline is 9-12 weeks, but it can vary.

Check the status of your amended return here: https://www.irs.gov/filing/wheres-my-amended-return.

Processing typically takes 15-20 weeks, after which the IRS releases the funds.

Yes, up to $7,000.

Refund Advantage will notify you via text or email.

Refund Advantage. Contact: tel:800-967-4934.

Funds will appear in your account within 24-48 hours after approval notification.

Approval is based on past refund history, not on your credit or financial history.

You must have a dependent who lived with you for more than half the year, and you must have provided at least 70% of the household expenses.

No, the child must live with you for more than half the year to qualify for the child tax credit.

Yes, as long as the baby was born by December 31, you can receive the full child tax credit.

As long as the dependent is not your parent, you may receive a partial credit.

Contact the IRS fraud hotline immediately at 800-908-4490.

The tax payer is still required by law to file. The IRS will take your refund to cover the balance. Any remaining funds will be sent to you.

The IRS will offset your refund for outstanding student loans, child support, medical bills, or back taxes.

Yes, your investment company will mail you the required form to include on your return.

Yes, I can help you get your financial affairs back on track.

Inform your Tax Professional, and they will advise you on the best options for getting the correct documentation.