Tax tips & frequently asked questions

The federal deadline is typically April 15th. Michigan's state deadline matches the federal deadline. If you need more time, we can file an extension giving you until October 15th. However, any taxes owed are still due by April 15th, so an extension is not an extension to pay.

Not at all. We serve clients across all 50 states fully virtually. You upload your documents through our secure client portal, we prepare your return, walk you through it, and e-file, all without you setting foot in our office. Of course, in-person appointments are always available if you prefer.

Most individual returns are completed within 3 to 7 business days of receiving your complete documents. Business returns and more complex situations may take a bit longer. During peak tax season (February through April), turnaround may be slightly extended, but we'll always communicate your expected timeline upfront.

No problem. We handle multi-state returns regularly. Just let us know when you book your appointment and we'll make sure your return covers every state where you have a filing requirement. We're licensed to file in all 50 states.

Yes. We handle prior year returns all the time. Whether you're one year behind or several, we can help you get caught up with the IRS and Michigan, minimize penalties where possible, and get you back on track. Book a call and we'll walk you through the process. It's usually less painful than people expect.

If you're owed a refund, there's no penalty for filing late, but you do have a 3-year window to claim it before the IRS keeps the money. If you owe taxes, late filing and late payment penalties start accruing after April 15th. The sooner you file, the less you owe in penalties. Contact us and we'll help you figure out the best path forward.

Yes. If you realize you made an error or missed a deduction on a previously filed return, we can file an amended return (Form 1040-X) to correct it. You generally have 3 years from the original filing date to amend. Get in touch and we'll review your situation.

Generally speaking, once your business is consistently generating $40,000 or more in net profit, it's worth having a conversation about S-Corp election to reduce self-employment taxes. An LLC provides liability protection at any income level. The right answer depends on your specific situation. Book a consultation and we'll run the numbers for you.

If you're self-employed, a business owner, or have significant income not subject to withholding, you likely need to make quarterly estimated payments to avoid underpayment penalties. The due dates are typically April 15, June 15, September 15, and January 15. We can help you calculate the right amount and set up a payment schedule.

If you're self-employed and use part of your home regularly and exclusively for business, you may qualify for the home office deduction. W-2 employees working from home generally cannot claim this deduction under current tax law. We'll review your situation and make sure you're claiming it correctly if you qualify.