Question 1

What documents should I bring to my tax appointment?

Accepted Answer

Bring a government-issued photo ID, your Social Security card or ITIN, all income documents (W-2s and 1099s), dependent information, and any deduction-related documents. Our tax filing checklist covers the full list so nothing gets missed.

Question 2

Do I need an appointment?

Accepted Answer

An appointment helps us prepare for your specific situation and keeps wait times short. You can request an appointment online, by phone, or by starting your tax filing intake.

Question 3

Can I start my tax filing online?

Accepted Answer

Yes. Our client intake lets you complete your information and follow secure instructions for submitting supporting documents before your return is reviewed and prepared.

Question 4

How does a preliminary tax estimate work?

Accepted Answer

A tax estimate is a preliminary calculation based on the information you provide. It is not a guarantee of a refund or final outcome, and it is subject to verification once your documents are reviewed.

Question 5

How long does tax preparation take?

Accepted Answer

Timelines depend on the complexity of your return and how quickly all required documents are received. We follow up about any missing information so your return is prepared accurately.

Question 6

Can I file with more than one W-2?

Accepted Answer

Yes. Multiple W-2s from different employers can be reported on a single return. Bring every W-2 you received for the tax year.

Question 7

What if I am self-employed?

Accepted Answer

Self-employed income is reported using your business income and expense records, often on Schedule C. We help organize 1099 income and deductible expenses for an accurate filing.

Question 8

What if I received a 1099?

Accepted Answer

1099 income is reported on your return regardless of whether you're an employee or a contractor. We'll review your 1099s alongside your other income and expenses.

Question 9

Can I claim dependents?

Accepted Answer

Dependent eligibility depends on IRS rules including residency and support. Bring dependent information and we'll apply the rules that fit your household.

Question 10

How do I correct an error on a previous tax return?

Accepted Answer

Correcting a previously filed return may require an amended return using Form 1040-X. Contact our office to discuss whether an amended return applies to your situation.

Question 11

What happens if documents are missing?

Accepted Answer

We'll follow up about any missing information before preparing your return. A return is prepared once everything required has been received and reviewed.

Question 12

How are tax preparation fees determined?

Accepted Answer

Fees depend on the complexity of your return and the forms required. We discuss fees as part of your appointment or intake so you know what to expect before filing.

Question 13

How can I check my federal refund status?

Accepted Answer

Federal refund status can be checked through the IRS 'Where's My Refund?' tool using your filing status, Social Security number, and exact refund amount.

Question 14

What happens after I submit my intake?

Accepted Answer

Our team reviews your information, follows up about anything missing, and prepares your return once all required documents are received. You'll review the prepared return before any filing occurs.

Question 15

How can I contact the Eastside 1 office?

Accepted Answer

Call us at (281) 965-7752 or email info@cjtaxeastside2.com. You can also visit us at 11811 East Freeway, Suite 109, Houston, TX 77029.

Question 16

Can I upload documents online?

Accepted Answer

Yes. After starting your intake, you'll follow secure document submission instructions to provide your supporting documents for review.

Question 17

When does the tax filing season begin?

Accepted Answer

The IRS typically opens filing for each tax year in late January. We begin taking appointments and intake submissions in advance so your return is ready when filing opens.

Question 18

Can I file a previous-year return?

Accepted Answer

Previous-year returns may be prepared when allowed. Contact the office to discuss which tax years you need to file and what documents are required.

Question 19

Do I need to sign an agreement?

Accepted Answer

A signed engagement agreement is part of the engagement process. The agreement is reviewed with you before your return is prepared.

Question 20

What happens before my return is filed?

Accepted Answer

You review the prepared return, confirm the information is accurate, and authorize filing. Filing only happens after you have reviewed and approved your return.

Frequently Asked Questions About Tax Preparation

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