FAQ

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.

No files will remain stored in your Client Uploads folder.  After you upload files to your SmartVault, we place a copy of each file inside your Archived folder for the corresponding tax year before we move the files out of your Client Uploads folder and into our internal folders.  To see what files you have uploaded and sent us previously, go to your Archived folder for that corresponding tax year.  For example, if you want to see what you have already sent to us for your 2023 taxes, you will navigate to your Tax folder, then click on the TY23 folder, then open the Archived folder.  Here you will see all the files you have already sent to us.

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.

You can easily view your tax returns in SmartVault. To visit your SmartVault, click on the Client Portal in the top right corner of this screen and log in.

For help navigating to your tax returns, please watch this 3-minute tutorial on how to access your tax return and locate some important information within your tax return.

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 watch this video guide on uploading files to SmartVault.

Please 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.