Uhart Tax & Financial

Are refunds delayed this tax season?

 

For 2023 Tax Returns prepared in 2024 we anticipate refunds to be approximately 1 to 2 weeks.  However, IRS says to allow 25 days after your tax return was e-filed before you call them. Unfoturnately our office cannot call you.  We recommend you check the IRS Where's My Refund Site for status updates. Additionally the IRS encourages you to set up your own IRS online account to see tax return statuses, see your tax account transcript, wage and income transcripts, balances due, payment plans and more.  If you don't want to go at it alone with IRS, we can help! 

 

Does This Firm Provide Year-Round Service?

YES!! We are here for you twelve months a year, not just during tax season.  Whether you have a simple tax question, need advice on the tax implications of a financial decision, or want clarification on a government notice, give us a call.  We offer Client Care Packages which cover the costs of many of these additional services at a 80 to 90% savings. 

Will My Information Be Kept Confidential?

Certainly, your privacy is of utmost importance to us. We adhere to a stringent confidentiality policy regarding our clients' affairs. Be assured that your business and tax status will remain strictly confidential. This commitment extends to all individuals, including relatives, associates, or friends who may have referred you to our services or you referred to us. For more details, please refer to our comprehensive PRIVACY POLICY

 

Common Questions Related to Tax Returns: 

This section is designed to provide some information on the common questions we receive regarding taxes such as: the filing joint vs. separate; what can I deduct; who claims the children. We will update this section periodically throughout the year to help guide you to your answers. If after reading the sections if you'd like to discuss any, please contact our office.

 

• Married Filing Joint vs Married Filing Separate Question information can be found here.

 

• Deducting Business Expenses - Not sure what can and cannot be deducted... we have some helpful information and worksheets here.

If you have a question, ask us!