Frequently asked questions
What do I need to bring in to complete my taxes?
I don't remember who did my taxes last year.
My spouse and I are separated. Who claims the kids?
Tax credits for children (dependents) are unique to each taxpayer's situation. Please discuss your options with your tax preparer.
Where's my refund?
According to the Internal Reveue Service, refunds will be issued approximately 3 weeks from the date of E-File. Once the return is e-filed, we have not control over the timing of your Federal or State refund but you can visit the Internal Revenue Refund links on their site to get basic information on your return.
I did not receive all of my refund. What do I do now?
Rarely does the IRS change the refund for a taxpayer but it is usually for the following reason:
What do I put down for my withholding on my paycheck?
This is a question we get most often and the answer is very specific to each individual taxpayer. The IRS has issued specific assistance with this question. We cannot advise you other than to recommend a conservative approach since there are so many moving parts wtih respect to second jobs, spouse income and their withholding, number of children, age of the children, etc.
How much does your service cost?
At Convenient Tax Service, we're proud of our prices. Our price list includes base amounts based on whether you drop off or send us your documents or if you would like an in person appointment. Since each return is different, we are happy to give price ranges on our basic form combinations but our fees are determined by the forms that are needed to complete your return and calculate your deductions. Our base fees are here.
I need to learn more about being self-employed. Where can I find resources?
The Internal Revenue Service and the Small Business Administration both have excellent resources for small business owners and sub-contractors.
Does Convenient Tax Service provide accounting or bookkeeping services?
We are often asked for small business assistance and we appreciate your confidence in us! Although we prepare annual returns, we do not offer ongoing accounting or bookkeeping services or education, which is what most small business need. Here are two firms we recommend for your consideration:
3216 S 92nd St
Milwaukee, WI 53227
350 W Green Tree Rd
Glendale, WI 53217
Why do I need to call to set up a Client Portal?
Your security is important to us. In order to have access to your prior year returns or to securely submit your information to us, we will need to speak with you to verify your identity. We will give you a user name and set up a pin for you to use to access your files.