Frequently Asked Questions
How do i check the Status of my tax refund?
What do you charge?
I'm a new client-- what information do I need to bring in?
Welcome! We're honored that you've chosen CTN to assist you in preparing your taxes. When you come in for your appointment, please bring all your tax documents for the current year's taxes, drivers license, and a copy of the prior year's tax return.
What is a certified public accountant - cpa?
A Certified Public Accountant (CPA) is a licensed individual who provides accounting services to the public. It is awarded by each of the 50 states for practice in that state. State licensing requirements vary, but the minimum standard requirements include passing the Uniform Certified Public Accountant Exam, 150 semester units of college education, and two years of accounting related experience. Continuing professional education or CPE is also required to maintain licensure. In most U.S. states, only CPA's are legally able to provide to the public attestation (including auditing) opinions on financial statements and documents.
what is a certified financial planner - cfp®?
A certified financial planner (CFP) refers to the certification by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who have successfully completed the CFP Board's certification requirements. A CFP is required to complete ongoing education to maintain certification. A certified CFP is required to take extensive exams in financial planning, taxes, insurance, estate planning and retirement.
what is an enrolled agent - ea?
Enrolled Agents are granted unrestricted rights to represent taxpayers before the Internal Revenue Service. An Enrolled agent demonstrates special competence in tax matters, adheres to ethical standards, and is required to stay current with tax laws and regulations. Enrolled agent status is the highest credential awarded by the IRS. The EA credential is recognized across all 50 states.
What are your new procedures regarding covid-19?
While we love getting to see our tax clients each year, we are encouraging our clients to drop off or email their taxes to limit our in-person contact. After dropping off, one of our tax preparers will call to go over information dropped off, answer any questions, or set up a video call if needed. Please call the office if you have any questions or concerns. We would be happy to help or explain further!