Your questions, answered
At Shellyz Tax Preparation, we believe informed clients are empowered clients. This section is designed to provide clear, straightforward answers to the most common questions about taxes and our dedicated services. Discover how our commitment to excellence can simplify your tax season.
Common questions, clear answers
Navigating taxes can be complex, but it doesn't have to be. Shellyz Tax Preparation is built on a foundation of passion, integrity, and personalized attention. We're here to demystify the tax process and provide you with accurate, reliable solutions. Below are answers to questions we often receive from our clients.
How can I get my biggest refund?
Maximizing your refund involves a thorough review of all your income, deductions, and credits. We diligently identify every opportunity to reduce your taxable income, ensuring you claim everything you're legally entitled to, from dependents to education expenses, homeownership, and more.
Are my church donations a write-off?
Yes, qualified charitable contributions, including donations to churches, can be tax-deductible if you itemize deductions. We'll help you understand the rules and ensure your donations are properly documented and reported to benefit your tax situation.
What can I legally write off?
Many expenses can be legally written off, depending on your income, employment status, and other factors. Common write-offs include business expenses, medical expenses (above a certain threshold), mortgage interest, state and local taxes, and certain charitable contributions. We'll go over your specific situation to identify all eligible deductions.
Miltary Moving expenses, are they a write-off?
If you've recently moved due to military orders, you might be wondering how this affects your taxes. Specifically, the question of whether such a move is a tax write-off is important for many service members. For active-duty members of the Armed Forces, the costs associated with relocation can be considered deductible under certain circumstances. This includes expenses for moving household goods, travel costs to your new duty station, and more. However, it's essential to keep in mind that tax laws can change, and the specific eligibility for deductions can depend on factors like your service status and the nature of your orders. To ensure you receive all eligible deductions, consider consulting with a tax professional who is familiar with military tax regulations. They can provide personalized advice and help you navigate the complexities of filing your taxes after a service-related move.
What are people usually worried about when it comes to taxes, and how do you help them feel better or benefit from your service?
Many clients worry about making mistakes, missing valuable deductions, or facing unexpected tax bills. At Shellyz Tax Preparation, we address these concerns with meticulous attention to detail and clear communication. We thoroughly review your financial information, ensure compliance with the latest tax laws, and proactively identify opportunities to save you money, providing peace of mind and confidence in your tax filing.
If someone wants to hire you for tax help, what's the first thing they should do or know?
The best first step is to schedule a free, no-obligation consultation with Shelly. This allows us to discuss your individual tax situation, understand your needs, and explain how Shellyz Tax Preparation can provide personalized support. It's an opportunity for you to ask questions and feel confident in our approach before making any commitments.
What kind of information or documents should clients prepare before their appointment with you?
To ensure a smooth and efficient appointment, please prepare basic information such as a valid photo ID, your Social Security number (SSN), a copy of your last year's tax return, all income documents (W-2s, 1099s, K-1s), and a list of any potential deductions or write-offs you think you might have.
Ready for stress-free tax season?
Don't let tax season be a source of anxiety. Shellyz Tax Preparation is here to guide you with expertise, personalized service, and a commitment to your financial well-being. Let's work together to achieve your best possible tax outcome. We're excited to help you on your journey.