Question 1

What documents should I bring to my tax appointment?

Accepted Answer

Bring a government-issued photo ID, your Social Security card or ITIN, all income documents (W-2s and 1099s), dependent information, and any deduction-related paperwork. Our filing checklist covers the full list so nothing gets left behind.

Question 2

Do I need an appointment?

Accepted Answer

Booking ahead lets us prepare for your specific situation and keeps wait times short. You can request an appointment online, by phone, or by starting your intake.

Question 3

Can I start my tax filing online?

Accepted Answer

Yes. Our client intake lets you fill in your information and follow secure steps to send in your supporting documents before your return is reviewed and prepared.

Question 4

How does a preliminary tax estimate work?

Accepted Answer

A tax estimate is a preliminary calculation based on the details you provide. It isn't a guarantee of a refund or a final result, and it can shift once your actual documents are reviewed.

Question 5

How long does tax preparation take?

Accepted Answer

Timelines depend on how complex your return is and how quickly all required documents arrive. We follow up about anything missing so your return is prepared accurately and without unnecessary delays.

Question 6

Can I file with more than one W-2?

Accepted Answer

Yes. W-2s from multiple employers can all be reported on a single return. Bring every W-2 you received for the tax year.

Question 7

What if I am self-employed?

Accepted Answer

Self-employed income is reported using your business income and expense records, often on Schedule C. We help organize 1099 income and deductible expenses for an accurate filing.

Question 8

What if I received a 1099?

Accepted Answer

1099 income is reported on your return whether you're an employee or a contractor. We review your 1099s alongside your other income and expenses.

Question 9

Can I claim dependents?

Accepted Answer

Dependent eligibility depends on IRS rules around residency and support. Bring your dependent information and we'll apply the rules that fit your household.

Question 10

How do I correct an error on a previous tax return?

Accepted Answer

Fixing a previously filed return may require an amended return using Form 1040-X. Contact our office to discuss whether an amended return applies to your situation.

Question 11

What happens if documents are missing?

Accepted Answer

We follow up about anything missing before preparing your return. Your return is prepared only once everything required has been received and reviewed.

Question 12

How are tax preparation fees determined?

Accepted Answer

Fees depend on the complexity of your return and the forms it requires. We walk through fees as part of your appointment or intake, so you know what to expect before filing.

Question 13

How can I check my federal refund status?

Accepted Answer

Federal refund status can be checked through the IRS 'Where's My Refund?' tool using your filing status, Social Security number, and exact refund amount.

Question 14

What happens after I submit my intake?

Accepted Answer

Our team reviews your information, follows up about anything missing, and prepares your return once all required documents are in. You review the prepared return before anything is filed.

Question 15

How can I contact the Eastside 2 office?

Accepted Answer

Call us at (832) 229-9802 or email info@cjtaxeastsidetwo.com. You can also visit us at 11811 East Freeway, Suite 109, Houston, TX 77029.

Question 16

Can I upload documents online?

Accepted Answer

Yes. After starting your intake, you'll follow secure document submission steps to send in your supporting documents for review.

Question 17

When does the tax filing season begin?

Accepted Answer

The IRS typically opens filing for each tax year in late January. We start taking appointments and intake submissions ahead of time so your return is ready when filing opens.

Question 18

Can I file a previous-year return?

Accepted Answer

Previous-year returns can often be prepared when allowed. Contact the office to discuss which years you need to file and what documents are required.

Question 19

Do I need to sign an agreement?

Accepted Answer

A signed engagement agreement is part of the intake process. It's reviewed with you before your return is prepared.

Question 20

What happens before my return is filed?

Accepted Answer

You review the prepared return, confirm the information is accurate, and authorize filing. Nothing is filed until you've reviewed and approved it.

Frequently Asked Questions About Tax Preparation in Houston

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