Below are some frequently asked questions about our tax filing services. If you don't see an answer to your question below, please reach out to tax@advisor.com so that we can help!
FAQs
- What is included in my Membership?
- How does the tax filing service work?
- What tax documents do I need to provide?
- What deadlines do I need to be aware of?
What is included in my Membership?
Your Advisor membership includes one individual tax return per household (single, head of household, or married filing jointly). Additional services, like tax extensions, additional individual filings, amendments to prior year returns, tax consultations and business tax filings for LLCs, can be added at an additional cost.
How does this service work?
TaxFyle is a real-time tax filing software application that connects you digitally to a tax professional to make filing taxes easy and efficient.
- Go to our tax portal: https://www.taxfyle.com/partnership/awm and select "get started."
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Select "sign-up" or "sign-in" on the next screen. If you used our tax filing services last year, then your account is still active and you can just sign-in. Use the forgot username/password option if you need to recover your credentials.
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Answer Questions: Once you're logged in, click “Get Started” in the top-right corner. You’ll be guided through a series of simple questions to streamline the tax filing process.
- Tax Pro Assignment: Once you are done answering these questions, the TaxFyle team will review your tax needs and will assign you to a tax professional whose expertise matches your needs. Or, you can request a Pro that you have interacted with before.
- Upload Your Documents: You can begin uploading your tax documents into the tax portal right away, even before you are assigned to a tax pro. It's OK if you don't have all your documents right now, you can still get started.
- Chat, Review, and Approve! Once your documents are uploaded, and your Tax Pro is assigned, they will take over and begin working on your tax return. You will be able to chat with with your Tax Pro about your return within the portal. The standard turnaround for completion is 7-10 business days.
Use our Tax Form Checklist to identify what tax documents you need.
Don’t worry, your certified CPA Tax Pro will reach out to you if they notice any missing forms or information while they are completing your return. Just do your best!
What deadlines do I need to be aware of?
* We will not be able to make exceptions to these deadlines*
- January 27 - IRS begins accepting tax returns.
- March 3 - Deadline to file Business Returns, or request an extension. You must be signed up for tax filing services and have initiated a business return request by this date.
- April 1 - Deadline to file Individual Returns, or request an extension. You must be signed up for tax filing services and have initiated a business return request by this date.
- April 15 - Individual Tax filing deadline (unless extension has been filed).
- October 15 - Deadline for individual income tax returns if an extension was filed
Can you help me manage my quarterly tax payments?
On your Tax Return you will be able to find four quarterly vouchers with instructions on how to pay your taxes. You can use the IRS Site which gives payment options (online or mail).