FAQ

Appointments

1. Do I have to make an appointment?
Not at all! Walk-ins are ALWAYS welcome as long as our doors are open. Just keep in mind that if you want to see a specific person (i.e. Jeannette) and that person has appointments, you will have to be fit in after the appointments are done. There will be a much smaller wait if you call and make an appointment OR decide to see one of the other tax preparers.

2. How can I go about making an appointment?
Several different ways!  You can...

Call us at (361) 887-6665...
Book an appointment on "BOOK APPOINTMENT" page...
Or just come in and schedule an appointment with us in person!

 

 

Tax Questions

1. What if I don't have all the information I need?
Some documents you definitely need when you come in. Other documents - if you forgot them, we can proceed with the appointment and you can just bring them in later or you can fax them in. Keep in mind though, we cannot send off your documents to the IRS till we have all the paperwork. Your information will be put on hold till everything has been attained.

 

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2. What documents DO I need?
A) PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• Full Legal Name

• Date of Birth

• Social Security Card /ITIN/ATIN

• Last Year’s Tax Return

• Valid Driver’s License

 

B) INCOME AND TAX INFORMATION:

• W-2’s

• Interest (1099-INT or substitute)

• Dividend Slips (1099-DIV or substitute)

• Stock Sales (1099-B or Broker Statement)

• Self-Employment Income and Expenses

• Sale of a Personal Residence

• Rental Income and Expenses

• Sale of any Business Assets

• Gambling or Lottery Winnings (W-2G for some winnings)

• Pension Income (1099-R)

• Estimated Taxes Paid

• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

• IRA or 401(k) Distribution (1099-R)

• Unemployment Compensation (1099-G)

• Miscellaneous Income (1099-MISC)

 

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C) DEDUCTIONS/ADJUSTMENTS:

• Medical Expenses

• Real Estate or Personal Property Taxes

• Mortgage Interest

• Charitable Contributions

• Employee Business Expenses

• Gambling Losses

• Moving Expenses

• Traditional IRA Contributions

• Higher Education Expenses

• Educator Expenses

• Student Loan Interest

 

D) TAX CREDITS:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

• Adoption Expenses

• Retirement Savings Contributions

 

3. What is the earliest you will begin remitting the documents to IRS?
We will begin sending efile tax returns to the IRS on January 19th.

4. What are your fees?
Fees vary depending on your tax needs. That is something that will need to be evaluated by the tax preparer. Once evaluated, they will discuss the fee.

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5. Will the fee need to be paid up front?
Absolutely not!  The fee will be deducted from your refund. Unless you want to pay up front, which if the case, can be discussed between you and the manager.

6. What if, after the evaluation, I decide not to utilize J&G's services?
Since we do not ask for fees up front but rather deduct it from the refund, if you do go through the tax preparers evaluation, and you decide you do not want to utilize our services, we will charge a one time fee of $50 up front. After all, it can be a time consuming process...

7. How can I check the status of my refund?
You can check your status on the following link: Where's My Refund?
Fill in the proper information and get the information you need

 

 

Customer Service

1. Will I be refused service for any reason?
It isn't common practice but we do reserve the right to refuse service to anyone. If people are being disrespectful to other customers, causing issues with our staff, vandalizing our offices, or any other unsafe or uncommon behaviors, we will ask you to leave. We also ask, while 100% welcome in our offices, that you please keep your children with you at all time.  After all, it is a business.

 

2. Do you have vending machines?
We do not have a conventional vending machine that you would see in front of supermarkets, but we do offer snacks, chips, candy bars, sodas, and water for a nominal fee. Everything is well priced and if you need change, feel free to ask!

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We are not affiliated in any way, shape or form with

Alvarez & Armadillo tax service.