Frequently Asked Questions

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The deadline to file your personal taxes is April 15, 2024.  We require all tax documents be received by April 5th, 2024, to guarantee your return is timely filed.

If you need to file an extension, this will give you until October 15, 2024 to file your taxes but an extension will not give you additional time to pay any taxes owed.  To file a tax return by the extended due date, we require all tax documents be received by October 4, 2024 to guarantee your return is timely filed.

No.  As an authorized e-file provider we cannot e-file tax returns prior to your receipt of all W-2s, W-Gs, and 1099-R.  If you are unable to acquire these forms, your tax return can be e-filed after completing Form 4852, Substitute for  W-2 Wage and Tax Statement.  

We offer virtual tax preparation and bookkeeping services. We can assist you with bookkeeping services or complete your tax return entirely online without you having to step foot in an office. To get started, make an appointment via Zoom and simply upload your documents through our secure file upload portal located on our website. You can even take pictures of your documents straight from our secure upload page with your phone to send your documents to our office. 

If you are in the local Dallas-Fort Worth area and prefer to drop off your tax documents in person, please schedule an appointment online through our website and choose the in-person consultation option. Please bring your tax documents with you to your appointment. 

You can upload your documents securely through our secure file upload portal which is located under the Client Center link on the navigation bar of our website. Simply enter your name, email address, an optional message, and upload your files. Your files are auto encrypted for security purposes. 

We do not accept any documents received outside of our secure portal. Please contact our office if you need assistance or if you are experiencing issues with using our secure file upload portal.

We take the security and safety of your personal information very seriously. Our secure file upload portal is auto-encrypted and provides 16 layers of security to comply with HIPAA, GDPR, Gramm Leach Bliley (GLB) Act, IRS Pub. 4557, PCI-DSS, SOX and other security and privacy regulations. 

For an estimate for tax preparation or bookkeeping services, please schedule your free initial consultation. 

For tax services, our initial consultation is to understand your tax situation in order to provide you an estimated quote for our services. 

You can also upload your tax documents or complete the contact form on our website and provide us your detailed tax situation. We will provide a response to you within 24 hours.

For bookkeeping services, our initial consultation is considered a Discovery call where we will assess your business needs.  Your initial consultation will be held via a virtual conference call.

Our bookkeeping services are month-to-month, no contracts.  Either party can terminate the services at any time.  The purpose of the bookkeeping intake form is for us to understand your business and what your needs are. 

We do not offer refund advance loans (RALs). RALs are costly loans for the taxpayer. Taylor CPA’s goal is to help our taxpayers avoid the high risk of these costly loans that can create a hardship if not paid back timely. We offer free e-file of the taxpayer’s tax return that could be received just as quick with direct deposit.