Here are the answers to some of the most Frequently Asked Questions our firm receives.
Q. Do you still have an office at 5200 Willson Road in Edina, MN?
A. No, we now work from our homes virtually. You can drop off tax materials through the front door (a green door) slot at 4114 Sunnyside Road, Edina, MN 55424. Larger items can be left between the 2 doors. Feel free to email us and alert us to a drop off if rather large.
Q. What does an average tax return cost? A. RATE FORMULA: BASE RATE(individual=$325)(Corp & Parntership=$750) + TIME SPENT + ANY ADDITIONAL CHARGES = TOTAL. Average individual return is approximately $548 ($350-$750). Every situation is different and the return costs will vary according to your specific circumstances. Please feel free to ask for a copy of our Fee Schedule.
Q. When do I pay for the tax return? A. Payment is due at the time the return is completed and ready for pick up or with the return of the signed e-filing Form 8879 prior to our office e-filing the return with the IRS.
Q. What is the turnaround time for tax returns? A. Turnaround is about 5 to 7 days once all necessary information has been delivered to our office. Turnaround time may vary after April 1st.
Q. Can I e-file my individual income tax return? A. Yes. For the filing of the 2022 individual income tax returns, we will be using the e-file system for everyone who qualifies. This will reduce the wait time for refunds. There are some situations that make e-filing difficult if not impossible. We will inform you if such a situation applies to you.
Q. What are Brad's hourly rates? A. Hourly rate for Brad Begley, Attorney/J.D. is $335/hour unless otherwise agreed to or stipulated. Time is billed in 1/4 hour increments. The Staff is billed at $110.00 per hour.
Q. What payment methods can I use? A. We accept cash, personal checks, money orders. Credit card payments may be arranged by contacting our office. A 3% fee may be added to all invoices paid with credit/debit cards.
Q. What materials should I provide prior to a phone conference? A. A copy of your 2021 tax return (if not prepared by this office), income statements (W-2/1099), interest & dividend income, schedule K-1: income/loss from partnerships, s-corps, etc., mortgage interest (1098), statements from stock, bond and other investment transactions, child care info, any IRS notices, education expenses for dependents K-12, 2022 CRP for renters and 2022/2023 Property Tax Statements for homeowners, any itemized deductions and any other information you think would be necessary to prepare your taxes. If requested we can email you a tax organizer or you can click above "Info Center" and then click on the tax organizer and print and use that organizer.
Events Calendar The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.
Client Tax Organizer A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.
Federal Tax Forms & IRS Publications Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.