Helpful tools andanswers to keep youa step ahead

Photo ID and Social Security numbers for everyone on the return, all income forms (W-2, 1099, K-1, SSA-1099, interest and dividend statements), last year's return if you're new to us, and records for deductions such as mortgage interest, property taxes, charitable giving, medical costs, childcare, education, and business or rental income and expenses.

Keep returns and supporting records at least three years from the filing date — seven years is safer, and keep records for property, investments, and business assets for as long as you own them plus three years.

Most e-filed federal refunds with direct deposit arrive within about 21 days. Use the IRS 'Where's My Refund?' tool for the current status, and the Michigan refund lookup for your state refund.

Individual returns are generally due April 15. An extension gives you more time to file, not more time to pay — any balance owed is still due by the original deadline.

Don't ignore it and don't call the number on any suspicious email or text. Send us the notice. As an Enrolled Agent, Jill can respond and represent you directly before the IRS.

The IRS initiates contact by mail, not by phone call, text, or email, and never demands payment by gift card or wire transfer. When in doubt, forward it to us before you respond.

Yes. We prepare and e-file federal and multi-state returns, which matters for remote workers, relocations, and rental property in other states.

No. Many clients work with us entirely remotely by secure document exchange, phone, and video — though you're always welcome at our Grandville office.

Usually yes if you're self-employed, own a business, or have significant income without withholding. We calculate the right amount so you avoid underpayment penalties.

It depends on the complexity of your return. Your initial consultation is free and we quote clearly up front — no surprise invoices.