I want to file taxes with Indy Tax Service – how do I begin?
- First, visit our website to review our services offered.
- Then, follow the instructions in the Get Started tab
What should I bring to my tax appointment?
- Copy of previous year’s tax return
- Bank Documents
- Home Mortgage Interest
- Capital Gains (Losses)
- Education documents
- What is an ITIN?
- An ITIN is an Individual Taxpayer Identification Number. It is used for tax filing purposes only. It allows a taxpayer to claim the tax benefits of being married and having children or other dependents.
- How and when can I apply for an ITIN?
- The ITIN application process must be submitted to the IRS along with a federal tax file. If the application is for a spouse, we will need a copy of your spouse’s passport (and US visa if applicable) signed & dated by your spouse.
- Even if your spouse is not, or was not, present in the US during the tax year you are still eligible to apply for an ITIN and file your tax return as Married Filing Jointly.
- Some individuals may be required to submit original passports or certified copies of passports. A certified copy must be certified and attested true by the government agency that issued the original passport. For more information on how to obtain certified passport copies while in India, please try the following links:
How long is the filing process?
- The processing period at Indy Tax Service varies per individual. A tax preparer may request documentation from a client before tax preparation can begin.
- Typically, if all required documentation is submitted and all interview questions answered, the tax file can be completed the same day.
- Once the tax return is completed and submitted, the IRS will typically have the return processed in 2-3 weeks if submitted electronically.
What are the fees charged by Indy Tax Service?
- Fees are dependent upon the amount of time put into preparing a tax return, as well as the degree of complexity of the tax return.
How can I get a copy of my W-2?
- The best way is to request a copy from your employer’s HR department.
Will I get confirmation that my documents have been received by a tax preparer?
- Within 24 hours of submitting your documents you should be contacted by a tax preparer by email or phone.
Referral bonus – how does it work?
- The referral bonus differs per client and is based upon the number of clients you refer to Indy Tax Service who file with us.
- The referral bonus can be difficult to calculate and determine. It can take a few months after tax season has ended before we begin issuing bonuses.
What if the IRS sends me a letter requesting additional information?
- Do not be frightened! Please forward a scanned copy of that letter to your tax preparer via email. Your tax preparer will review the letter and your case to determine the best possible course of action.
Beware of fraudulent individuals or organizations impersonating the IRS.
- There has been a rise in the number of scammers trying to intimidate and receive payment from individuals. If you feel you are the target of a scam, be wary of the below warning signs:
- The IRS will never contact an individual via email, social media, or text messaging.
- Scammers may be very intimidating and persuasive. They often ask for payment via money order – the real IRS will accept several different modes of payment.
- Only in rare and unique circumstances will a client ever receive a phone call from the IRS.
- The real IRS will typically send postal correspondence to an individual’s address before they pursue any other means of communication.