1040 Tax Client FAQs

Do you offer E-File?

Yes! Our e-file service is included FREE on all eligible tax returns.

Do you have a physical office location?

We currently offer virtual services only.

How long should you keep tax records?

You should keep your tax records and receipts for at least five years. Receipts includes proof of charitable donations, medical bills, child/adult care, and small business purchases.

Can you help me avoid a large tax bill at the end of the year?

Yes! Schedule a consultation with us and we can determine what your options are.

What do new clients need to do to get started?

We recommend that you have all of your tax related documents organized and available, an email address that you check frequently, create a portal account by clicking the link here, and follow the steps in the portal.

Is my information secure?

Yes! The security of your personal information is vital to our operation. We stay current on industry trends regarding data security, we follow the guidance of the IRS regarding data security, and we limit access to all information.

Why is your tax service different?

MITS is different from other tax preparation services because we:

  1. Value forming relationships with our clients by caring about their financial goals in the short & long term;
  2. Offer year-road service – our clients can book time that is convenient for them;
  3. Stay up-to date on the latest tax and accounting changes, and
  4. We pass on the knowledge we have during individual client consultations.

Can I file my state tax return with MITS?

Yes, we offer e-file for both federal and state tax returns. However, we are not currently filing taxes for the state of NY.

When is the deadline to file taxes?

The annual deadline is typically April 15. This is the same for federal & state returns. There have been years when the date is moved due to tax law changes.

How much does it cost to file my taxes?

Our pricing is individualized to each client. We ensure that our clients only pay for and file the forms that they need.