Frequently Asked Questions

What Can We Help?

LC Tax Document Services do not do corporations, nonprofits, partnerships, estate taxes

No, not anymore. People can no longer list family members who live out of the country in Mexico or Canada as dependents.

These expenses are no longer deductible unless you're self-employed.

No, but please feel welcome to email or text me and book an IP.

It has to be a picture ID
US ID (must have been valid within the last 5 years),
current passport (from your country of citizenship), current Canadian or Mexican driver's license, current US military ID card, current Employee ID (if you work for the state, county, or city), current consular ID from your country of citizenship (Exception: not the Mexican matricula consular ID, due to insufficient information), can also be a current federally recognized ID from a tribal entity,
If you don't have valid and current ID, you must bring 2 people with valid and current US ID as witnesses to testify that they know you and you are who say you are.

Yes virtually (video, text, or phone) > in person > drop off 

Anything to add a new dependent: birth certificate, social security, and health insurance of the dependent (for newborns)
I sold 1 or more stock(s): year-end statement, form 1099-DIV, 1099-B
I had a (major) medical emergency with lots of debt: bring receipts/proof of what you've paid, bills of the remaining balance (including but not limited to health insurance, copays, long-term care is a deductible premium, glasses, dental work)

Check, cash, debit cards (through Square), Venmo, Zelle, Paypal, CashApp

Use the IRS “Where's My Refund” tool to find out when you can expect your refund to arrive.

You will be directed to the IRS website and need the following information:

Social Security Number or ITIN

Filing Status

Exact refund amount shown on your return

https://www.irs.gov/refunds

free tax bracket calculator is a simple, easy way to estimate your federal income tax bracket and total tax.

https://www.taxact.com/tools/tax-bracket-calculator

Xchange enables you to exchange information with your clients from any device with Internet access.

Securely upload and download tax information you and your clients need to share, such as photos of Forms W-2 Wage and Tax Statement and receipts, CSV files of stock transactions, PDFs of client organizers, final tax returns, etc. Give access to additional users you select, then e-mail invitations to clients. After clients activate their secure accounts, you can start exchanging information:  Learn More

during business hours, available to new and existing customers) > print a form/fill out a cover sheet on the outside of the envelope (name, phone number, the tax year(s) of the information they're bringing (with checkmarks for 2019-2021) Checklist (W2 and/or 1099-NEC or 1099 misc., (optional) 1099-G for unemployment, picture ID if not already on file, social security or ITIN, health insurance card or form 1095 and form 3853, 1098-INT (if in possession of a home/mortgage), form 1098-T for college students/those claiming a college student as a dependent, W2-G for gambling winning, 1098-C for those who have filed for bankruptcy that didn't pay back credit cards as income,
if you believe you qualify for long-form/schedule A, itemized deductions if you think you have expenses that would be greater than your standard deductions typically for a total amount of deductions
(for taxpayers under 65)
standard deductions
$25,900 for married filing joint,
$19,400 for the head of household
$12,950 for single, no dependents
(bring donations, church contributions, medical expenses bills and receipts, and property tax receipts)
has to be over 7.5% of your total income for you to qualify to write off your medical expenses