Frequently Asked Questions

You will receive an email within 48 business hours to schedule a tax appointment with your accountant.

The typical wait time for refund on a standard return is 1-2 weeks after IRS processes your tax return. However, refund may be delayed in some cases: 1. Your return is under review. 2. Your tax return is an amended tax return. 3. IRS is experiencing high volume of filings. For detailed status checking, please visit https://www.irs.gov/wheres-my-refund

Please wait for 48 business hours after your submission since it takes some time for us to process all the submissions. If after 48 business hours, still no link from us, please reach out to Zhouagency@gmail.com as soon as possible.

Proactive extension filing is a standard procedure by our firm and many accounting firms to ensure that clients return will be filed in time. Filing extension doesn't obligate you to use our service for tax filing. You will recieve the benefit of additional 6 month to file your tax, and you still retain the option to submit your tax return by the original deadline. It does no harm and only provides additional protection.

No, edits to the answers are not technically possible due to system restriction once the organizer is submitted. However, you can upload a word document to the portal informing us of the updates.

We generally complete your tax returns within two to three weeks after your submission. This may get extended if you uploaded additional documents later on.

Yes. Please choose the right type of appointment when you schedule through our calendar links.

You will receive them by email. If you have access to Onvio portal, you can also find your tax returns there after you log in. https://onvio.us/

We occasionally change the assigned account as part of our internal management and workload optimizaiton. However, you can request to stay with your previous accountant by informing your current accountant.

The identity verification system occaisionally may experience various technical issues. Please let us know if you can not e-sign by sending an email to Zhouagency@gmail.com. We will send you the PDF by email for your signature.

For individual taxpayers and corporation taxpayers, it's April 15 if it is a business day. For partnership and S-Corporation taxpayers, it's March 15 if it is a business day. They can be extended by 6 months if an extension is filed.

Please follow the tax organizer to provide the tax documents. Generally, it's tax forms including but not limited to Form 1099, Form W-2, business profit and loss, etc.

Please reach out to your accountant as soon as possible regarding this matter. IRS may assess late filing penalties and interest.

Your accoutant will review your notice and advise on the best course of action.

You will receive an email with payment link inside the email.

Our pricing model has always been based on the forms prepared, although certain forms will receive price adjustments depending on its complexity.

Unfortunately we no longer provide Itemized bills. Our pricing is determined based on the individual case and the workload involved, ensuring that each client receives fair and accurate charges tailored to their specific situation. We hope that you can trust that our fees reflect the value and expertise we bring to your tax preparation.

Our pricing is based on the forms prepared. Most of the time, it's related to your tax situation that requires more tax reporting on forms.

Our starting fee will be $500 and price for the additional forms to be revised.

If you have more than one tax return to file and if you have other accounting service needs, we will design a package for you which will include some discounts.

The deadline for 4 installments of estimated tax for individual taxpayers is 4/15, 6/15, 9/15, 1/15 of next year.

You can 1. submit with the e-filing of tax returns 2. Pay online at https: //www.irs.gov/payments/direct-pay 3. Mail a check to the IRS.

please go to https://www.irs.gov/wheres-my-refund

For anyone who watches our webinar and is interested in our services, you can submit a request through the "Contact Us" form on our website. One of our experts will reach out to you.

As long as you registered for the webinar, you will receive a post-webinar email containing the webinar recording. You can also subscribe to our YouTube channel (channel name: Zhou Agency) to review all of our webinar recordings.

The free 15-minute consultation is a special offer for first-time prospects. Each individual or family can take advantage of this offer once in their lifetime.