Frequently Asked Questions

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Yes, we offer tax planning services to help minimize your tax liability and maximize your tax savings.

We provide tax services for a variety of businesses including sole proprietorships, partnerships, LLCs, S-corporations, and C-corporations.

You can schedule an appointment by calling our office or filling out the contact form on our website.

 To submit pending documents to our office simply email yolanda@thetaxexpo.com. We will respond via email to confirm that we received them. 

 The IRS issues more than 9 out of 10 refunds in less than 21 days. However, it’s possible your tax return may require additional review and take longer. Where’s My Refund? has the most up to date information available about your refund. The tool is updated daily so you don’t need to check more often. 

 Visit the IRS site directly at https://www.irs.gov/refunds 

Steps To Request a Copy of your Tax Return:

1. Login to Client Portal

2. Click "Documents" to review prior year tax documents and print.

  If you find yourself unable to complete your 2023 federal tax return by the deadline, you’ll first need to file an extension with the IRS https://www.irs.gov/forms-pubs/extension-of-time-to-file-your-tax-return to avoid any potential late-filing or late payment penalties. Filing an extension will allow you to push your deadline back six months to October 15, 2023.