Tax FAQs
Answers to the top 10 tax questions clients ask in 2025
Tax FAQs
When is tax due?
Federal tax returns are due April 15, 2025, unless extended. It is important to prepare your documents in advance, as the deadline approaches to ensure all necessary information is submitted properly. Waiting until the last minute can lead to mistakes or omissions that may complicate your filing process. Be sure to consult with a tax professional if you have any questions about your filing or need assistance with deductions and credits that may be available to you.
What income is taxable?
Most income counts, including wages, interest, dividends, and self-employment earnings. It is important to recognize that various sources of income can contribute significantly to an individual's financial stability. For instance, regular wages from employment form the foundation of most people's income, while interest earned from savings accounts and other investments can add to that foundation. Additionally, dividends from stocks can provide a steady stream of revenue, and self-employment earnings offer another avenue for generating income. Understanding the diversity of income sources is crucial for effective financial planning and building wealth over time.
How do I file taxes?
You can file electronically using IRS-approved software or mail paper forms to the IRS.
Are tax deductions available?
Yes, deductions like mortgage interest and charitable donations can significantly reduce taxable income. By taking advantage of these deductions, taxpayers can lower their overall tax liability, which ultimately means more money kept in their pockets. Understanding the various types of deductions available, including those for medical expenses, student loans, and state taxes, is crucial for effective tax planning. It's always advisable to consult with a tax professional to ensure that you are maximizing your deductions and adhering to the latest tax laws.
What if I owe taxes?
Please make sure to pay as soon as possible to avoid any potential penalties that may be incurred due to late payments; in addition, please note that various payment plans may be available to assist you in managing your financial responsibilities effectively. Taking timely action will help ensure that your account remains in good standing and you can continue to receive the full benefits of our services without disruption.
Yes! I serve clients in all 50 states.
Everything can be completed 100% online with secure document upload and virtual signing.
What if I’m missing documents?
No problem — I’ll guide you through what’s missing and how to get it.
You can upload documents as you receive them, and I’ll begin preparing your return once your file is complete.
If you’re unsure what documents you need, I can provide a personalized checklist based on your situation.
How do I send my documents securely?
You can upload everything through my secure digital portal or take photos using your phone. All information is encrypted end-to-end to protect your identity and your refund. If you prefer, we can also schedule an in-person or virtual upload session.
What if the IRS audits me?
If the IRS contacts you, don’t stress — simply forward the notice to me.
I’ll review the letter, explain what it means, and help you determine the next steps. In most cases it’s a clarification or document request, not a full audit. You are never alone in the process.
What makes The Refund Oracle different?
I specialize in finding the credits and deductions others overlook — that’s why my slogan is:
“I see what others don’t — to get you the most back.”
You get personalized attention, same-day turnaround, meticulous accuracy, and direct communication with me… never a call center.