FAQ
1) Are you taking new clients?
Yes. Please complete the “Client Intake Form” to register and begin signing up in the portal. Here you will be able to upload all your documents.
2) What are your prices?
Our Prices start at $125 for Basic returns. Please refer to our “CJB Price List 2024” sheet on our main page for exact quotes or call our Business line to confirm.
3) What documents do I send to you?
Please have all income and tax paperwork ready to go. All documents needed can be found on the registration sheet on our main page.
4) What are my options for payment and when do I pay?
- Cash
- Checks
- Credit/Debit via website
- Zelle
- Paypal
- CashApp
- Fee Collect (out your refund)
Your balance MUST be paid in full in order for your tax return to be submitted.
5) What are my options for getting my documents to you?
You are able to submit all your documents on your portal that you have registered via email. Or you can call the Office number for a Drop-off time. Please have all your tax documents collected so you only have to submit/drop off once.
6) I normally schedule an appointment. What options do I have this year?
We are encouraging all clients to utilize our portal where you can have your tax return processed electronically and paperless. You have the option of scheduling a virtual appointment or an in-person appointment if you would like! Feel free to click the “Schedule an appointment” Link on our main page.
PLEASE Make sure you submit all your documents on the portal OR call for a document drop-off in Office BEFORE you schedule an appointment.
7) When can I drop off my documents in office?
If you would like to drop-off in office please CALL our number FIRST to schedule a time. You cannot come to the office without an appointment. Drop off times are specific days of the week. BUT you can submit your documents electronically on your portal at any time !
8) When will I hear from you once I submit my documents on the portal?
You will receive various confirmation emails as we go along with the Tax Return process. You can also click in your portal or use our live chat for any questions or updates. If not, you can call the office.
9) How long does it take to get my refunds back?
It takes about (2-3 weeks) to receive both Federal and state refunds.
Taxpayers with Child Tax Credits, Earned Income Credit or School credits will wait the longest. (3-7 weeks) .
Once your taxes are submitted you can check your State website and the IRS.gov website for the status of your refund.
10) I have a few questions before I decide to get my taxes done. When is the best time to discuss with you?
Each service comes with a free virtual/in-person consultation. Please collect all your questions for your appointment with Ms. Barnes. You also have the ability to ask questions in our live chat on the portal.
11) I have a new house or a new baby, what do I need to do?
On our registration form, it will be an area on the form for you to enter in your dependents name and social. Please have this included in your registration. Same with any new forms or mortgages, please upload every tax document needed.
12) Do you do business taxes?
Yes we do, please indicate on your registration that you have business taxes along with personal. This is also required for any rideshare apps, (DoorDash, GrubHub, Lyft, Uber), this is counted as a business too !
Feel free to call our Office if you have any other questions !