Q. As a senior citizen do I need
to file a 2013 tax return?
A. Seniors should not
automatically assume that they do not need to file a tax
return. While Social Security benefits are generally
nontaxable and not included in your gross income, any
other income that is not tax-exempt needs to be taken
If you are still unsure, please
visit the IRS website or make an appointment for me to
have you answer some questions to find out if you need
to file a federal income tax return.
Q. How does e-filing work?
A. E-filing refers to filing
your taxes online, rather than through the mail. After
I have gathered all of your information, inputted the
data into the required forms, reviewed everything for
accuracy, and received your approval to proceed I will
electronically file your Federal, State and Local tax
returns for you. If additional tax is due, I'll tell you
the amount and give you clear instructions for sending
it to the appropriate agencies.
Q. How long do I need to keep
all of my tax-related records?
A. Individuals should retain
personal tax records for at least 3 years after the
filing date. For business owners, the recommendation is
a minimum of 7 years. It is possible that states may
have different requirements – and some may exceed these
Q. What is the fastest way to
receive my tax refund?
A. The quickest way to
receive your refund is to have the IRS deposit the money
directly into your account. IRS will need to have your
account's 9-digit routing number to make the deposit
(located on the bottom of your paper check next to your
Q. Is it possible for me as a
business-owner to take business deductions for small
cash donations my business makes to qualified local
A. If you have a receipt for
each you can itemize your deductions to include these
gifts with your other charitable contributions on
Schedule A, but cannot take them as a deduction on your
Schedule C business form.