For most individuals, tax time rolls around once a year and it's tough to recall the steps from last year. No problem. We understand! We're always happy to assist you with any questions you may have getting started. You can also utilize this quick list of frequently asked questions & tutorials to help you get moving again. TAX PREPARATION
EXTENSIONS
SHAREFILE
RIGHTSIGNATURE
OTHER How much will my tax preparation cost? This is by far the most frequently asked question. All of our customers are unique! No two of you are alike. Your tax situation is not identical to anyone else’s and unfortunately, this means that there is no one-size-fits-all answer to the question of cost. The complexity of your tax situation determines the forms that are required to be filed and the forms that are required to be filed ultimately determine the cost.
For example, if you work as an employee, do not plan to itemize your deductions and have no dependents, your return will likely be in the lower-end of our range. If you itemize your deductions (such as mortgage interest, real estate taxes, charitable donations, etc.) or have child and dependent care costs, your return will likely be in the middle of our range. If you own a rental property or own your own business, the complexity of your tax situation will likely place your return in the higher-end of our range.
For more information on pricing, give us a call (251-947-2470) or email us at projects@thefairclothgroup.com. We'll walk you through an estimated price range based on your current situation. How long does tax preparation typically take? We work on a FIRST-IN, FIRST-OUT basis. The sooner we receive your documentation, the faster we can complete your return! Here's a few pointers to help move the process along and ensure that your tax preparation is timely & cost effective:
Important Deadlines*:
ALL documentation needed to complete your tax return, including the Tax Questionnaire(s) must be received no later than due date(s) above in order to file a complete return by the original filing due date(s). Unless you plan to file an extension, expedited fees may apply if any documentation is received after this date. *If your due date falls on a Saturday, Sunday, or legal holiday, the due date is delayed until the next business day.
What documentation do you need to accurately prepare my tax return? Great question! Download our Tax Questionnaire(s) below to help you gather the proper documentation for tax preparation. You can also download our TAX ORGANIZERS to help ensure that you don't miss any important deductions! What does it mean to file an "extension"?
*If your due date falls on a Saturday, Sunday, or legal holiday, the due date is delayed until the next business day. Am I more likely to be audited if I extend?
What are the primary benefits of extending my tax return?
Should I do anything differently if I file an extension?
*If your due date falls on a Saturday, Sunday, or legal holiday, the due date is delayed until the next business day. What do you need from me to file my extension? The big question with an extension is if you need to make a tax payment with the extension. In order to file an extension, we need to establish an understanding of your estimated tax situation. The following are potential situations:
We will need the following information to properly file your extension:
The more information you can provide, the more accurately we can file your extension giving you an additional 6-months to gather information and file your tax return! To enhance our services to you, we utilize ShareFile, a collaborative, virtual workspace in a protected, online environment. ShareFile permits real-time collaboration across geographic boundaries and time zones and allows us to share data, engagement information, knowledge, and deliverables in a protected environment. It also allows you to send and share files with us from any device! Whether you're in the office, at home or on the go, you'll have access to your files anywhere, any time. In order to utilize ShareFile, you will be required to activate a personal ShareFile account thereby agreeing to be bound by the terms, conditions and limitations of our client portal agreement found here. ShareFile also features RightSignature allowing you to electronically sign your documents and automatically send those documents back to us via your secure ShareFile account. With ShareFile, you'll never have to mail another document or drive to our office to sign any paperwork! Once you have completed our new customer setup, your secure ShareFile account will be FREE for you to access any time of the year as long as you are a current customer. What if I forget my ShareFile password?
No problem! Follow the link below to an instructional video or call our office to have your password reset. How do I upload a file to ShareFile? There are two main folders in your ShareFile account:
There are multiple ways to easily upload your files. ShareFile provides great instructions on how to upload files as well as troubleshooting information here: How to Upload a File to ShareFile I can't find my ShareFile folder. How do I locate it? Once you have successfully logged into your secure ShareFile account, go to the left-hand column on your screen and click "Shared Folders". Your Client Provided and TFG Provided folders should then become visible. Still need a little extra help? Just give us a call and our administrative team is ready to assit you. RightSignature replicates the comfort and familiarity of the pen-and-paper signing experience in a browser-based electronic signature application. RightSignature’s electronic signature software provides ironclad security, robust legal defensibility and an elegant user experience, all while producing executed documents complete with handwritten signatures. Do I need a separate account for RightSignature? No, you do not need a separate RightSignature account. Simply follow the instructions on the email that you receive to sign the requested documents. RightSignature will work seamlessly with your secure ShareFile account notifying our office when your signature is complete. Can I electronically sign documents via RightSignature using my smartphone? Yes! PC, Mac, iPhone, iPad, Android and more — no downloads, no plugins, no hassle. Just click the link in the email we send to you via RightSignature and follow the step-by-step instructions to place your electronic signature. Why do emails from The Faircloth Group not show up in my inbox? Unfortunately, we have no control over the placement of emails in webmail clients such as Gmail, and there is no proven way to “beat” Gmail’s algorithms. Only the Gmail user can move our emails from the Promotions tab to the Primary tab. Here's a few quick instructions to ensure that you receive all of our emails in the future:
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