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Frequently Asked Questions will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Individual Income Tax Questions

Q: What supporting documents do I need to retain for my records, and for how long must I hold on to these documents?

A:  The attached spreadsheet has information about the most common records that tax payers are required to keep as well as a column to show how many years these records need to be saved: Retention PDF

Q: When can I expect to receive my refund?

A: You can find information on your refund at the IRS page: Where's my Refund? Other refund questions are answered at: IRS Refund FAQs

Q: I received a phone call from someone claiming to work for the IRS, is this legitimate? Or is this a scam?

A: The IRS will never initiate contact with you via telephone.  They always send a letter first.  Please check out THIS article published by the IRS entitled “Phone Scams Continue to be Serious Threat, Remain on IRS ‘Dirty Dozen’ List of Tax Scams for the 2015 Filing Season”

The IRS will also never contact you via email or social media.  Please see THIS page to report any scam you may have encountered: Report Phishing and Online Scams

Business Tax Questions


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