FAQs

​​​​

Who Needs to File Taxes in 2026?

You generally need to file a tax return if you:

• Earned income from employment or self-employment

• Received income as an independent contractor

• Own a small business

• Received investment, retirement, or other taxable income

• Qualify for refundable credits or deductions

Even if filing is not required, many taxpayers still file to claim refunds or credits.

​

What Documents Are Needed to File Taxes?

Most taxpayers need:

• Photo ID

• Social Security cards or ITINs for all filers and dependents

• Income documents (W-2s, 1099s, etc.)

• Prior-year tax return (if available)

• Bank information for direct deposit

Additional documents may be required depending on your situation.

​

Do You Offer Refund Advances?

Refund advance options may be available for eligible taxpayers, subject to bank approval and program requirements. Approval is not guaranteed and may depend on credit conditions, filing accuracy, and other factors.

Refund advances are not tax refunds—they are short-term advances based on an expected refund.

​​

What Is Virtual Tax Filing?

Virtual tax filing allows you to complete your tax return securely online without visiting an office.
Clients upload documents, review their return, and sign electronically. This option is ideal for busy professionals, families, and out-of-state clients.

​

When Does the IRS Start Accepting Tax Returns in 2026?

The IRS typically begins accepting individual tax returns in late January. Filing early can help reduce delays, avoid identity theft issues, and speed up refund processing once your return is accepted.

Business returns and certain forms may have earlier or different acceptance timelines.

​

Common Tax Filing Mistakes to Avoid

Some of the most common issues include:

• Missing income documents

• Incorrect Social Security numbers

• Filing with outdated information

• Claiming ineligible dependents

• Waiting until the last minute

Professional preparation helps minimize these errors.

​