Quick answers to the questions we hear most. If yours is not here, message us through the client portal or use the contact page.
Getting started
How do I become a client?
Click Become a client anywhere on our site, or go straight to our signup page. You create your secure portal account, tell us what you need, and we take it from there. Most new clients are set up in a few minutes.
How does pricing work?
Tax returns are priced by form and complexity. Bookkeeping is priced by transaction volume. The fastest way to get a real number is to upload your documents through the portal, and we will quote the work before we start. No surprises.
What documents do you need for my personal tax return?
The common ones are W-2s, any 1099s for interest, dividends, stock sales, retirement, or contract work, mortgage interest statements, property tax bills, childcare costs, and college tuition forms. If you are new to us, include a copy of your prior year return. Upload everything through the portal and we will tell you if anything is missing.
What documents do you need for my business return?
Your income and expense totals for the year, bank and credit card statements if we handle your bookkeeping, payroll reports, and any 1099s you issued or received. If your books are in QuickBooks, just make sure we have access and we will pull what we need.
Working with us
How do I send you documents?
Through your secure client portal at ntv.taxdome.com, never by email. The easiest way is the scanner built into the TaxDome mobile app, free for iPhone and Android. Scan both sides of every page and make sure all four corners of each page are visible.
Do I need to come into the office?
No. Everything can be handled through the portal, by phone, or by appointment if you prefer to meet in person. Most of our clients never need to come in.
How do I know when my return is ready?
You will get a message in your portal with a summary of your return and your e-signature request. We do not file anything until you have reviewed and signed.
Refunds, payments, and letters
Where is my refund?
Use our Refund Tracking Center. It links the official IRS tool and every state, and gets you an answer in two clicks.
How do I pay the IRS or the state?
Use our Payment Center. It links every official federal and state payment site, including business and entity taxes. If you are not sure how much to pay or which account it should come from, message us through the portal first.
I got a letter from the IRS or the FTB. What should I do?
Do not panic, and do not pay it right away. Agencies get it wrong more often than you would think, and deadlines matter. Upload both sides of every page through the portal and we will tell you what it actually means and handle the response. More on our Notices and Audits page.
Deadlines and planning
When are the big tax deadlines?
For most people: personal returns and C corporations are due April 15. S corporations and partnerships are due March 15. Quarterly estimated payments are due April 15, June 15, September 15, and January 15. An extension moves your filing deadline to October 15, or September 15 for S corporations and partnerships, but any tax you owe is still due in April.
Can you help me pay less tax next year?
That is exactly what our Tax Planning service is for. Tax preparation reports what already happened. Planning happens during the year, while there is still time to act.