New Tax Client? Start Here!
Kickstart your tax journey with Bree’s Tax Service by filling out our Tax Client Intake Form. It’s the first step to ensuring a smooth and efficient tax preparation process. Provide us with the necessary details so we can serve you better.
📄 What documents should I gather to file my taxes?
You’ll typically need income documents like W-2s, 1099s, investment statements, mortgage interest forms, and any records of deductible expenses or credits you may qualify for.
📅 When is the tax filing deadline?
The standard IRS tax filing deadline is April 15th, but this can vary year to year. We recommend verifying annually or reaching out to us directly to confirm.
👩🏽💼 Why should I use a professional tax preparer?
Working with Bree’s Tax Service helps ensure accurate filing, maximum deductions, and peace of mind. We help you avoid costly errors, identify savings opportunities, and stay compliant with IRS regulations.
🌐 Can I e-file my return with you?
Yes! We offer secure e-filing services to streamline your filing experience and get your refund faster — from anywhere.
💰 What if I can’t pay my taxes in full?
You should still file your return on time to avoid penalties. You can pay as much as possible now and consider setting up an IRS payment plan for the remaining balance.
📉 What deductions or tax credits might I qualify for?
Our preparers will help you uncover deductions and credits based on your income, family size, work situation, and more — helping lower what you owe or increase your refund.
⏱️ How long will it take to get my refund?
Most refunds arrive within 21 days when you e-file and opt for direct deposit. Timing can vary depending on the IRS and your filing situation.
🗺️ What if I earned income in more than one state?
No problem. We prepare multi-state returns and will file in each state where you earned income, ensuring compliance and accuracy.
📦 What records should I keep for tax purposes?
We suggest keeping your tax documents — income, expenses, receipts, bank records — for at least 3 years after filing. These may be needed for audits, amendments, or reference.
⚠️ What happens if I file late?
The IRS typically charges 5% per month (up to 25%) on unpaid taxes. If you file more than 60 days late, a minimum penalty of $485 or 100% of your unpaid taxes may apply.
📥 What happens after I submit my client intake form?
After submitting your information, one of our professional preparers will contact you within 24 hours to review your details and provide a free estimate.
📞 How do I get in touch for my estimate?
You can reach us at:
📍 Office: [Your Office Address]
📧 Email: [Your Office Email]
📱 Instagram: @breestaxservice
📍 Office: [Your Office Address]
📧 Email: [Your Office Email]
📱 Instagram: @breestaxservice