Question 1

Where is my refund?

Accepted Answer

You can check the status of your Federal Refund at www.irs.gov

Question 2

What is the cost to file my taxes?

Accepted Answer

Our fee can vary based on the number of forms to file. Personal tax return can be $250-$575. Business taxes must make an appointment.

Question 3

How long does it take to receive a refund?

Accepted Answer

Electronic refunds will generally take 10 to 21 days to receive.

Paper returns will generally take 30 to 45 days to receive.

Question 4

How to setup a payment plan?

Accepted Answer

You can apply online at www.irs.gov or ask us for assistance.

Question 5

How to Download Quickbooks (QBO) file for your Financial Institution?

Accepted Answer

Wells Fargo
Step 1: Login to your Financial Institution. 
Step 2: Click into any of your accounts available. 
Step 3: Under Activity, click on Download Account Activity. 
Step 4: Follow the steps shown on your online account. 
 a. Choose the Account you want to download. 
b. Select Date Range 01/01/[Last Year] - 12/31/[Last Year] 
c. Select File Format to Download - Select Quickbooks (QBO) 
d. Download 
Step 5: Once the file downloads, upload the file within TaxDome or send it over via email to info@globalasi.com 
 
Chase
Step 1: Login to your Financial Institution. 
Step 2: Click into any of your accounts available. 
Step 3: Under Activity, click on Download Button (the arrow facing downwards with a line underneath) on the right corner.
Step 4: Follow the steps shown on your online account. 
 a. Choose the Account you want to download. 
b. Select File Type to Download - Select Quickbooks Web Connect (QBO) 
c. Select Date Range 01/01/[Last Year] - 12/31/[Last Year] 
d. Download 
Step 5: Once the file downloads, upload the file within TaxDome or send it over via email to info@globalasi.com 
 
Bank of America
Step 1: Login to your Financial Institution. 
Step 2: Click into any of your accounts available. 
Step 3: Under the All Transactions Tab, click on Download Button (the arrow facing downwards with a line underneath) on the right corner, then click the dropdown button. 
Step 4: Follow the steps shown on your online account. 
 a. Select Date Range 01/01/[Last Year] - 12/31/[Last Year] 
b. Select File Type to Download - Select Web Connect for Quickbooks (QBO) 2018 & Above. 
c. Download 
Step 5: Once the file downloads, upload the file within TaxDome or send it over via email to info@globalasi.com 
 
Regions 
Step 1:  Login to your Financial Institution. 
Step 2: Click into any of your accounts available. 
Step 3: Under Activity, click on Download Button (the arrow facing downwards with a line underneath) on the right corner.
Step 4: Follow the steps shown on your online account. 
 a. Choose the Account you want to download. 
b. Select File Type to Download - Select Quickbooks Web Connect (QBO) 
c. Select Date Range 01/01/[Last Year] - 12/31/[Last Year] 
d. Download 
Step 5: Once the file downloads, upload the file within TaxDome or send it over via email to info@globalasi.com 
 
Credit Unions 
Step 1:  Login to your Financial Institution. 
Step 2: Click on Account and locate Transaction History.  
Step 3: Click on the Download Button (the arrow facing downwards with a line underneath) on the right corner.
Step 4: Select Download QBO (Quickbooks) 
Step 5: Once the file downloads, upload the file within TaxDome or send it over via email to info@globalasi.com 
 
If your financial institution is not listed and none of the options above are helpful to you, please contact our office and we will be able to assist you with handling this matter.

Question 6

What documents do I need to file my taxes?

Accepted Answer

Once a completed intake form has been submitted, a detailed email will be sent to you of all required document to start the process of filing your taxes.

Question 7

Can I itemize my deduction?

Accepted Answer

Yes you can, if the total amount of your allowable itemized deduction is greater than your standard deductions.

Question 8

What if I get an IRS notice?

Accepted Answer

You should request a free 15 minute consultation with us.

Question 9

Why is my refund less than expected?

Accepted Answer

To find out if your refund was fully or partially offset call 800-304-3107.

Question 10

Why should I choose Global Accounting Solution to do my taxes?

Accepted Answer

Are you one of nearly half of all American taxpayers that are overpaying the IRS? 
Could you be repeating the same mistakes or overlooking deductions year after year?

Global Account Solution professionals thoroughly examine each customer’s tax situation to get every deduction, credit, and tax advantage possible. We pledge quality tax preparation coupled with premier customer service at each location. And we guarantee accuracy or your money back.

Question 11

What is the earliest I can file my taxes?

Accepted Answer

When you get your W-2, you can have your taxes prepared right away, but the IRS will not accept them before a pre-defined date.

Question 12

What is the deadline to file my taxes?

Accepted Answer

The standing deadline for personal taxes is April 15. However, sometimes that date falls on a weekend or after Emancipation Day (a holiday in DC) and pushes the deadline to as late as April 18.

Question 13

How do I get a copy of my return from the IRS?

Accepted Answer

You can request a photocopy or a computer transcript (a line-by-line listing) of the information on your filed tax return.

Photocopies and transcripts are free from the IRS. If you need an actual copy (not a photocopy), then you must complete IRS Form 4506 and pay a $50 fee for your filed tax return and all related tax information, such as your Form W-2, etc...

Question 14

How can I get a copy of my W-2?

Accepted Answer

To get a copy of your Form W-2 or Form 1099, you should first contact your employer or financial institution.

If we used your W-2 to prepare your return, through you have a couple of options:
If you have an Intuit account with us, you can log-in and view your filed tax return including your W-2.

If you don't have an Intuit account with us, we recommend requesting to create one, but you can also reach out our office so we can assist you with requesting a copy, if available.

You can also download a Form 4056 at www.irs.gov to request a copy of the return you filed with the IRS which will include your W-2 or Form 1099 and other tax documents.

Question 15

Need to correct a tax return you already filed?

Accepted Answer

If your original return has an error or missed information, you can amend it with IRS Form 1040-X. Include the corrected tax details, explain why you’re changing the return, and compare it to what you filed the first time. Do not attach Form 1040, 1040A, or 1040EZ. In most cases, you have up to three years from the date you filed the original return. If you need help, ask us.

Question 16

What if I receive another tax document after I've filed my return?

Accepted Answer

If you've already e-filed or mailed your return to the IRS or state taxing authority, you'll need to complete an amended tax return.

Depending on the form, you may not need to amend. Message your client portal we will assist you with the additional form.

Question 17

What tax document do I need if I have a mortgage?

Accepted Answer

Your mortgage company should send you a Form-1098 or it can be found in the documents section of your mortgage company website; this document is what reports the mortgage interest you've paid.

Question 18

What documents do I need from my employer?

Accepted Answer

The forms to prove employment may vary depending on individual situations.

For most, an employer will provide a W-2 form.

The self-employed (i.e. independent contractors, IBO/Independent Business Owners, Uber Drivers, etc.) should receive a 1099-MISC from the company.

Question 19

What tax forms should you gather if you received unemployment benefits?

Accepted Answer

If you received unemployment benefits, you should gather Form 1099-G from your state unemployment agency. It shows how much you were paid and may be taxable. If you also worked during the year, include your W-2s and any other income forms too. Send everything through your client portal, and we’ll help you sort out what belongs on your return.

Question 20

What documents will I need if I am divorced?

Accepted Answer

Taking necessary steps before tax time will make things easier once you file your taxes for the first time after a divorce. Change your W-4 through your employer so taxes will be withheld at the correct rates. Also, if you (or a family member) changed your name, file Form SS-5 with the Social Security Administration to ensure there aren’t any complications with the IRS.

Question 21

Can I claim charitable donations without a receipt?

Accepted Answer

Yes, you can as long as you keep good records in the event you are ever audited by the IRS. Be sure to record the name of the organization, the date and location; as well as a detailed description of what you donated. Keep notes on the amount you claimed as a deduction and how you figured the fair market value on the items you donated. In the case of a monetary donation, as long as it’s less than $250, a canceled check or even a payroll deduction can suffice for proof of the donation.

Question 22

Can I deduct expenses paid for repairing my home?

Accepted Answer

Typically, general home repairs cannot be deducted from your taxes. Home repairs are meant to keep your home in good condition, but do not increase the value of your home.

However, if you live in a “federally declared disaster area” and your home is affected, then you can claim the cost to repair the damages.

If you use part of your home as a principal place of business, some repairs can be deducted, but you must itemize your deductions on Schedule A.

Question 23

How to pay your taxes if you owe money to the IRS?

Accepted Answer

If you owe taxes, the IRS offers several options where you can pay immediately or arrange to pay in installments visit:

https://www.irs.gov/newsroom/how-to-pay-your-taxes

Question 24

How do I obtain my Adjusted Gross Income (AGI)?

Accepted Answer

The best way to locate your AGI is to use your previous year tax return and locate it on line 8b on from 1040. If you do not have your old tax return, you can get your AGI from one of the IRS self service tools:

https://www.irs.gov/individuals/electronic-filing-pin-request

Question 25

How do I get a copy of my refund from Global Accounting Solutions?

Accepted Answer

Log into your client portal and send us a message. We will email you over another copy of your return!

BOOKKEEPING | INDIVIDUAL TAXES | BUSINESS TAXES | PAYROLL SERVICES | AUDIT SERVICES | NON-PROFITS

FREQUENTLY ASKED QUESTIONS

Where is my refund?

What is the cost to file my taxes?

How long does it take to receive a refund?

How to setup a payment plan?

How to Download Quickbooks (QBO) file for your Financial Institution?

What documents do I need to file my taxes?

Can I itemize my deduction?

What if I get an IRS notice?

Why is my refund less than expected?

Why should I choose Global Accounting Solution to do my taxes?

What is the earliest I can file my taxes?

What is the deadline to file my taxes?

How do I get a copy of my return from the IRS?

How can I get a copy of my W-2?

Need to correct a tax return you already filed?

What if I receive another tax document after I've filed my return?

What tax document do I need if I have a mortgage?

What documents do I need from my employer?

What tax forms should you gather if you received unemployment benefits?

What documents will I need if I am divorced?

Can I claim charitable donations without a receipt?

Can I deduct expenses paid for repairing my home?

How to pay your taxes if you owe money to the IRS?

How do I obtain my Adjusted Gross Income (AGI)?

How do I get a copy of my refund from Global Accounting Solutions?

Phone: 678-290-6600 | Fax: 678-290-9818 | Email: info@globalasi.com
3330 Cumberland Blvd Ste-500

BOOKKEEPING | INDIVIDUAL TAXES | BUSINESS TAXES | PAYROLL SERVICES | AUDIT SERVICES | NON-PROFITS

FREQUENTLY ASKED QUESTIONS

Where is my refund?

What is the cost to file my taxes?

How long does it take to receive a refund?

How to setup a payment plan?

How to Download Quickbooks (QBO) file for your Financial Institution?

What documents do I need to file my taxes?

Can I itemize my deduction?

What if I get an IRS notice?

Why is my refund less than expected?

Why should I choose Global Accounting Solution to do my taxes?

What is the earliest I can file my taxes?

What is the deadline to file my taxes?

How do I get a copy of my return from the IRS?

How can I get a copy of my W-2?

Need to correct a tax return you already filed?

What if I receive another tax document after I've filed my return?

What tax document do I need if I have a mortgage?

What documents do I need from my employer?

What tax forms should you gather if you received unemployment benefits?

What documents will I need if I am divorced?

Can I claim charitable donations without a receipt?

Can I deduct expenses paid for repairing my home?

How to pay your taxes if you owe money to the IRS?

How do I obtain my Adjusted Gross Income (AGI)?

How do I get a copy of my refund from Global Accounting Solutions?

Phone: 678-290-6600 | Fax: 678-290-9818 | Email: info@globalasi.com 3330 Cumberland Blvd Ste-500

Phone: 678-290-6600 | Fax: 678-290-9818 | Email: info@globalasi.com
3330 Cumberland Blvd Ste-500