Frequently Asked Questions
What do I need to bring for you to file my taxes?
i. Our clients should bring in all original documents that they received as income and claimable deductions, for example, W-2, investment documents, mortgage, donations.
ii. If a new client then we also request the prior-year tax return, taxpayer and spouse (if applicable) driver’s license and social security cards for everyone claimed on the tax return.
iii. Furthermore, we have PDF copies of tax organizers that list a breakdown of possible income and deductions a taxpayer may have.
i. For businesses we want our clients to bring in income, business expenses, and bank statements, or a copy of your company’s books if recorded on accounting software like QuickBooks.
ii. If a new client than we also request the last two tax returns be provided
I haven’t filed my taxes in a few years. How can you help me?
How long does it take to do my personal taxes?
AccuTax is committed to serving our clients with excellent advice and results in a timely and effective manner. Thus, our turnaround time is usually 1-7 days depending on the complexity of the tax return.
How long does it take to do my corporate taxes?
What services do you provide?
How do I schedule an appointment? Do you take walk-ins?
What are your holiday hours?
What is the difference between a Certified Public Accountant (CPA) and an Accountant?
How long should I keep my tax records?
The IRS and the State of Montana can look back three years from the date the return was originally filed. There are those unique cases where each agency will go back more than 3 years, so we advise our clients to always keep their tax returns.
How can I know which CPA is best for me?
Here at AccuTax, we pride ourselves on our service, knowledge, and the ability to help educate our clients. Because of this, we have developed great client relationships over the past 30 years. This is why we believe client relationships to be the determining factor when choosing which tax preparer and/or CPA would be the best fit for a client.