Your Questions Answered

The following link has videos and articles that may be helpful with using the Client Portal, https://client-help.taxdome.com. You may also contact the office at (614) 527-1040 and we will be happy to assist you.

It is preferred that you upload PDF copies of your documents. If you are providing a spreadsheet, we prefer the Excel or CSV file. You may also upload pictures as well. The mobile app includes a camera that allows you to take pictures and upload them directly to your portal. Click here for more information regarding uploading documents.

Visit www.taxtoolkit.info/downloads for some checklists and worksheets that may be helpful in gathering your documents. Also, if we prepared your prior year tax return, in the Client Portal you will find a customized document named Organizer Checklist with information from your previous return that may jog your memory regarding the needed documents.

For Individual & C-Corporation tax returns due by April 15th, we need all of your documentation by March 15th to ensure sufficient time to prepare, review, and file your tax returns timely.

For S-Corporations and Partnership tax returns due by March 15th, we need all of your documentation by February 15th to ensure sufficient time to prepare, review, and file your tax returns timely.

Yes, we do need to have a completed organizer. This is to ensure that you let us know of any changes or updates to your information. To simplify the process, most of the information from the previous year will be pre-filled and you will only need to update any information that has changed. There are also a few questions that we are required by the IRS to ask every year.

Absolutely, you can file an extension on your tax return! We understand that sometimes you need a little extra time to get your finances in order. Filing an extension is a straightforward process that allows you to postpone your filing deadline, giving you until October 15th (September 15th for S-Corps & Partnerships) to submit your tax return. It's important to remember that while an extension grants you more time to file, it does not extend the time to pay any taxes owed. You must still estimate and pay any owed taxes by the original deadline to avoid penalties and interest. Rest assured, filing an extension does not increase your chances of being audited. The IRS does not flag extensions as audit triggers. Audits are generally prompted by other factors, such as discrepancies or suspicious activity in your reported income or deductions.

In order to file a joint tax return, we need both spouses to sign the Form 8879, authorization to electronically file. Each spouse will have their own respective login to the Client Portal so that both may sign.

For new clients, you will be required to complete a very short identity verification when electronically signing your tax returns. For returning clients, if we have current identification on file and have previously verified your identity you may not have to complete the verification again.

If you are unable to sign electronically, you may print, sign, and upload a signed copy of the form. Alternatively, you may visit our office in person to sign. An appointment is not needed if you only need to sign your return, however, if you have questions or would like to go over the return in more detail, please schedule an appointment by visiting www.ncreasefinancialservices.com/bookappointment and selecting the Tax Return Review meeting option.

We are located at 3986 Main St, Hilliard, Ohio, 43026. Our office is open Monday-Thursday 9am-4pm.

If you prefer not to use the client portal, you may drop off or mail your documents to our office. Your tax return will still be available for your review and signature in the Client Portal. You may request a paper copy of your returns and we will prepare a packet for you to pick up at our office.

Note: If you do not pick up the packet within 30 days of the completion of your return, we will mail them back to you and you may be charged a handling fee of $25.

Please visit portal.ncreasefinancialservices.com. Login using your email address. Navigate to the Firm Docs Shared folder.

You are able to print a copy of your tax returns from the client portal anytime at your convenience. If you would like us to print a copy for your, please select the option for a paper copy when completing the Tax Prep Organizer and we will prepare a packet for you to pickup from our office.

Note: If you do not pick up the packet within 30 days of the completion of your return, we will mail them back to you and you may be charged a handling fee of $25.

If you are dropping off documents or only need to sign your tax returns, an appointment is not required. If you would like to meet with someone, please visit www.ncreasefinancialservices.com/bookappointment to schedule.

Our pricing is tailored to reflect the unique complexity of each client's tax situation, as well as the time and expertise required to prepare their returns accurately. This personalized approach ensures that you are only charged for the specific level of service you need. Please click here for additional information on our rates.

There is no charge for a general ‘quick question’. However, please understand that it is rare that a tax question, especially if it’s related to your specific situation has a quick answer. To answer tax questions that are not general in nature, will require a paid consultation. To schedule a call for a ‘quick question’ or paid consultation, please visit www.ncreasefinancialservices.com/bookappointment and select the respective type of meeting.

Payments may be made in the Client Portal. We accept ACH and Credit & Debit Cards. We also offer the option to have our fees deducted from your tax refund. To select this option, please do so when completing the Tax Prep Organizer.

Checks may be accepted at the office. Please make checks payable to Ncrease Financial Services, LLC and deliver to 3986 Main St, Hilliard, Ohio, 43026.

Payment is expected at delivery of the tax return, once it is uploaded to the Client Portal for your review. You will be required to pay the invoice prior to viewing the completed return. Invoices that are unpaid after 30 days may be subject to interest at a rate of 18%.

Generally, income tax refunds are issued within 21 days of acceptance of the return. You may check the status of Federal refunds by logging into your IRS account at https://www.irs.gov/your-account.

For Ohio, visit https://myportal.tax.ohio.gov.

Click here for a list of other State Department of Revenue Sites.

The instructions, as well as vouchers are included with your tax return, generally on the second page of the document, accessible in your Client Portal at portal.ncreasefinancialservices.com.

Our staff work a hybrid schedule, meaning some time is spent in the office and some time is spent working remote. For this reason, virtual meeting are preferred. There is limited availability for in-person meetings if needed.

We decided to close our office on Fridays to allow for focused time. Although we are closed to the public, we are typically still working. Having some time to focus our attention on completing your tax returns without distractions allows us to ensure we are better able to serve you. The Client Portal is accessible 24/7.