Your questions, answered

Welcome to Forever Tax Services & Notary's FAQ section. Here, we address your most common questions about our tax and notary services, ensuring you have all the information you need for a smooth and successful experience. We're committed to transparency and clarity for our clients in Detroit, Michigan, and beyond.

Frequently asked questions

At Forever Tax Services & Notary, based in Detroit, Michigan, we believe an informed client is a confident client. Below, you'll find answers to the questions we hear most often, designed to help you navigate your tax season and notary needs with ease. Our personalized approach ensures every detail is handled with care and integrity.

Important things to know before your appointment

To ensure a smooth and efficient tax or notary service with Forever Tax Services & Notary, please review the following essential information and bring all required documents to your appointment:

  • 1. Required Identification (No Exceptions):

    Clients must bring a valid government-issued photo ID, your Social Security card, and Social Security cards for all dependents. This is crucial for IRS identity verification rules.

  • 2. All Income Documents:

    Gather all income forms, including W-2s, 1099-NEC/1099-MISC, Social Security (SSA-1099), Unemployment (1099-G), and any documentation for side income (e.g., DoorDash, Uber, cash jobs). Missing income information can cause delays or IRS issues later.

  • 3. Bank Information (for Direct Deposit):

    For direct deposit, please bring your bank name, routing number, and account number. We can also discuss refund advance and prepaid debit card options during your visit.

  • 4. Health Insurance Information:

    If applicable, bring Form 1095-A (Marketplace insurance). This is essential to avoid IRS delays or rejection and ensure your tax return is complete.

  • 5. Child & Dependent Information:

    If claiming children, please provide their Social Security cards, proof they lived with you (if requested), and daycare provider information (name, EIN/SSN, address).

  • 6. Last Year’s Tax Return (Optional but Recommended):

    While not strictly required, having your previous year's tax return can be very helpful for accuracy, carryovers, and potentially faster processing.

  • 7. Fees & Payment Information:

    Please be aware that tax preparation fees apply. These may be paid upfront or, if eligible, deducted from your refund. We believe in transparency to build trust with our clients.

  • 8. Appointment Policy:

    Appointments are generally required for personalized service. Please note that late arrivals or missing documents may necessitate rescheduling to ensure accuracy and avoid errors in your filing.

When will I get my tax refund?

While Forever Tax Services & Notary prepares and submits your return promptly, the IRS typically issues most refunds in less than 21 calendar days. However, the exact timing depends on the IRS processing schedule and factors like identity verification or claiming certain credits.

What documents do I need to file my taxes?

You'll need a valid government-issued photo ID, your Social Security card, SS cards for all dependents, and all income documents such as W-2s, 1099s (NEC, MISC, G, SSA), and information for any side income. We also need bank info for direct deposit and Form 1095-A if you had marketplace health insurance.

Can I get a refund advance?

Yes, Forever Tax Services & Notary offers refund advance options for eligible clients. Please discuss this with us during your appointment to see if you qualify and to understand the terms and conditions.

Why is my tax refund different from last year?

Several factors can influence your refund amount, including changes in income, tax law updates, deductions, credits, withholding allowances, and even life events like marriage, divorce, or having children. We'll help you understand the specific reasons for any differences in your refund.

Can you file my taxes if I'm self-employed?

Absolutely! Forever Tax Services & Notary specializes in assisting self-employed individuals with their tax filings, ensuring all eligible deductions are claimed and navigating the complexities of Schedule C and other relevant forms. We'll help you organize your income and expenses for optimal results.

How do you help me with the whole tax filing process?

We guide you through every step of your tax filing, from gathering necessary documents and understanding your income and deductions to accurately preparing and submitting your return. At Forever Tax Services & Notary, we can even assist in locating missing forms to ensure a complete and stress-free filing experience.

What makes Forever Tax Services & Notary different from others?

Our personalized approach, commitment to accuracy, and dedication to client education set us apart. We don't just process returns; we empower you with knowledge, ensuring you understand your taxes and feel confident in your financial decisions. We handle the entire process, including locating missing forms, to ensure a smooth experience for every client.

What are common tax misunderstandings you clear up?

Many clients misunderstand that their refund is primarily based on the amount of tax withheld throughout the year, not just their gross income. We also educate on the implications of filing "exempt" and how it affects tax liability, helping you avoid surprises and potential penalties.

Ready to simplify your taxes?

Have more questions or ready to get started with your tax preparation or notary needs? Forever Tax Services & Notary is here to provide expert, reliable service. Book your appointment today and experience the peace of mind that comes with professional financial guidance.

Create Your Own Website With Webador