Frequently Asked Questions
What if I receive another tax form after I've filed my return?
If you've already e-filed or mailed your return to the IRS or state taxing authority, you'll need to complete an amended return. Contact us to file through one of our tax preparation products or by going to our local office. Additional fees may apply.
How long do we maintain your tax filing records
- The IRS requires us to retain filed tax returns for a period of at least three years. We may retain or use your information as necessary to comply with our policies, legal obligations, resolution of disputes, or as long as your account is active or as needed to provide you services.
What Foreign Moving Expenses Are Deductible if I Move Overseas?
- Unless you are an active duty military member who is moving due to a military order, domestic and foreign moving expenses deductions are no longer available to you. The change to the moving expenses deduction rules starts with 2018 taxes and stays in place until 2025, unless Congress acts to extend the changes or make them permanent.
- If you’ve moved overseas, you should be aware of additional tax reporting required of U.S. taxpayers living outside of the country. The rules for expat taxes can get complicated, so having an experienced tax professional at your side can help you get through your taxes.