Frequently Asked Questions

The IRS allows you to make monthly installment payments to pay the taxes you owe if you aren’t able to pay your federal tax liability in a single payment. Late payment penalties and interest will still apply, but the installment payment plan can reduce the failure-to-pay penalties. You can set up a payment plan with the IRS by visiting the following website and submitting an application:

https://www.irs.gov/payments/online-payment-agreement-application

Most states also allow installment payment plans for state tax obligations, but the specific rules and application process are different for each state.

There are a few small things that you can do that can help keep your final bill down.  First, we need all files to be in pdf format.  When you upload files in any format other than pdf (such as photo files from taking a picture of your documents), it takes our team extra time to convert all those files to pdf.  Sending us your files in pdf format means that we won’t need to spend extra time individually converting your files. View the video below to learn how to convert any files from your computer or iPhone into pdf format.

Also, while you are always welcome to send us files at any time, gathering all your tax documents along with your completed tax organizer and sending them to us at the same time will reduce the amount of “touches” we need to make with your file, and that efficiency can translate on your final bill.  Lastly, responding promptly and thoroughly to us when we email or call will help keep your bill down.  The more often we must reach out to you for information, the more time we spend on your tax return preparation.  Responding promptly to us will decrease your turnaround time and your final bill.

To see the remaining amount due on your invoice, open the invoice by using the “click to pay” button and from there you will see any payments or credits that were applied to your invoice, as well as the remaining amount due.

We are always so excited to return tax documents to our clients!  If you dropped off paper documents with us, please stop by our office after your tax return is complete and we can quickly return your items to you.

The documents you need to send us varies based on your individual needs. To help you figure out what to send us please visit this comprehensive list of documents needed or watch the video below.

Please visit https://pbgadvisors.com/convert-to-pdf/ or watch this video tutorial to learn how convert any file to PDF from your PC, Mac, or iPhone.

Please read here to learn what a 1099 form is and when to file it: https://pbgadvisors.com/what-is-form-1099/

Please watch the video below for a quick, helpful guide on 1099s.