Resources & FAQ

 

Please provide us with a filled out organizer containing an engagement letter, questionnaire and section for personal information so that we may be able to complete your return with accuracy and efficiency. You may request one from our office with your prior year tax information or access a blank one here.

F.A.Q.

Can I get an electronic copy of my tax return?

We offer electronic copies of your return upon request. You can select this option ahead of time in your tax organizer or contact our office to ask. We use Sharefile, a Third Party Cloud Storage, for secure uploads and downloads. The ShareFile Portal will allow you the convenience of viewing or downloading your return at your discretion.

How long before I get my refund?

Generally, it should take about 4-6 weeks after the return has been accepted.
You can check the status of your Federal refund by visiting the IRS website at IRS.gov or calling the IRS at 1-800-829-1954. Please have your social security number, filing status, and amount of your expected refund available.

You can check the status of your CA state refund by visiting the FTB website at FTB.ca.gov or calling the FTB at 1-800-852-5711. Please have your social security number, filing status, and amount of your expected refund available.

What does it mean to file an extension?

Filing an extension extends the time to file but does not extend the time to pay. All taxes are due by the original due date of the return. Penalties and interest will accrue from the original due date of the return until payment Is received by taxing authorities.

When do I need to pay my balance due?

A common misconception is that your balance due will need to be paid at the time of your tax return being filed; but this is not the case. You have until the April 15th filing deadline to pay your balances due even if you have filed your tax return well in advance.

Still have questions?

Let us help answer them.

Address

901 Campisi Way
Ste. 140
Campbell, CA 95008

Contact Us

Office: (408) 377-7414

Fax: (408) 377-7459

Email Us

info@minearao.com