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Tax Season

ISTAX Pro provides quality tax services and information to our clients. To allow for a swift and smooth process in the preparation and filing of your taxes, please review the following information:


Due Dates to File

S-Corporation & Partnerships:
March 15, 2019
C-corporation, Trust, & Individual Income:
April 15, 2019


Office Hours

Monday - Saturday: 9AM-5PM
Sunday: Closed


Security Transferring Tax Files

Our secure client portal is a great way to share any size or number of electronic files.

(Remember: think before you click “Send” and always exercise caution when sending electronic files that contain your sensitive data.)

*Any additional information please send email to Johnismerio@gmail.com


Resources

IRS Forms and Publications

IRS: Frequently Asked Tax Questions & Answers

Social Security Administration


Checklist for individual income tax return

Your time is valuable! We can shorten your visit by submitting your tax documents to us prior to your appointment. On the day of your visit, we can be virtually 90% complete with your tax case and finalize the details with you. Below is a list of tax documents that you may submit to us, should you receive them from the IRS:

  • Form W-2(s) for you and your spouse
  • 1099-MISC, -INT, -DIV, -C, -G, -K, -R, -S, -B, or other 1099s
  • K-1s, investment, and interest income
  • Income from Social Security benefits, alimony, jury duty, awards, gambling winnings, etc.
  • Rental property income and expenses
  • Business income, records of home business expenses, and documentation for business use of vehicle
  • Property and real estate taxes paid
  • State and local income taxes paid
  • Amounts and dates of estimated tax payments
  • Contributions to IRA or self-employed pension plans
  • Charitable donation records
  • Form 1098 Mortgage Interest, PMI, and any points paid
  • Medical and dental expenses; Contributions to a Medical Savings Account
  • Child care costs
  • Education costs and/or student loan interest forms (1098-T and 1098-E)
  • Casualty and theft losses and records of insurance reimbursements for federally declared disasters


Electronic Return

ISTAX Pro provides each client with a hard copy and also provide an electronic copy of their tax return by email.


Your Refund Status

The general waiting time of 3-6 weeks
Federal Online Refund Status
IRS2GoApp

*Note that you will need to input your taxpayer social security number and the exact refund amount from your federal and state returns.


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