Moyer's Tax Service- Holt, MI
Frequently Asked Questions
What items will I need for you to prepare my taxes?
All clients are different as most clients have different financial situations. The most common items needed are:
Date of birth and social security numbers for all names claimed on the tax return (taxpayer, spouse, and dependents)
W2's
1099's (401K, 403B, Interest from your bank accounts, Social Security, IRA, HSA accounts etc.)
Childcare costs with the Tax ID of the childcare facility (if applicable)
Summer and Winter property taxes; Monthly rent paid for tax year
If you have a dependent who is in college, the 1098-T from the College/University they attended
*The items listed are basic items. Each client may have their own financial situation and may have additional forms required to complete the return. Please disclose at the request of the appointment/drop off any changes to your tax situation from the year prior. A copy of last year's tax return is helpful for new clients
Please refer to the Tax Preparation Checklist in the FILES section of this page
How long should I keep my tax records?
Per the IRS guidelines, please keep your tax records for 4 years from the date they are filed. That includes any physical copies of your returns, 1099's, W2's, and all other documents used to prepare the return. The IRS can audit back 4 years from the date of filing on any and all returns.
As your tax preparer, I am only required to keep the completed tax return for 4 years from the date filed. I do not keep records of your items used to prepare your return such as your W2's, 1099's, etc.
I received a letter from the IRS, what should I do?
If you receive a letter via mail from the Internal Revenue Service, State, or City, contact my office. A copy of the letter will need to be sent to me (email/drop off/mail) to review the request of the IRS, State, or City. If you ever receive a phone call, email, or text message stating that someone is contacting you from the Internal Revenue Service, State, or City, please report it. The Internal Revenue Service, State, or City will always contact you via mail. Never give your personal information over the phone, email, or text.
How do I know if Moyer's Tax Service- Holt, MI is right for my needs?
I provide support for personal and small business tax needs. If you have a unique tax situation that I cannot support, I will connect you with other Tax Professionals in my network whom I trust and know can handle the more complex tax situations.
I have multiple years to file, can you help me with that?
I can! I ask that you share the details of what you need prepared so I can plan your appointment time accordingly. Past years will not be allowed to be e-filed, and may have additional costs involved with the preparation as multiple copies will have to be prepared to mail them to the right agencies.
Can you mail me extra copies of my return if I need it?
I provide every client a paper copy of their return once the return has been completed. Additional copies of the entire return are available upon request and will be charged a $25 fee to mail and prepare.
Is Moyer's Tax Service open all year?
The tax "season" for me is January - April. I will have set hours during that time period for drop offs/appointments/etc. However, off of the season (May-December), I do not have set office hours. I am available via phone at any time. I do ask you allow 72 hours for a call back.
I have two very busy kids involved with sports and we tend to travel a bit off of tax season. I try my best to answer calls/texts/emails when I can. If your need is urgent, I do request you call me for the quickest reply.
I appreciate your understanding of the importance of my family time, but I am always available all year to answer questions and help when needed. Text messages or phone calls is the easiest way off season to reach me.
When can I start making an appointment?
I start taking appointments the 1st week of January, but do not start processing returns until 1/26/2026. This is due to the IRS limitations on accepting the E-Filed returns and assuring there are no other tax updates or changes for the tax season.
You can book your appointment right from my website, or by email/text/phone call. Please note I will always call 24 hours prior to your appointment to make confirm. If you need to cancel, I do request you cancel within 48 hours as my sit down appointment times do fill up quickly.
Do you do Estate/Trust/S-Corps or Partnership Tax Returns?
I do not offer these services, but have an incredible company I refer many of my clients to as they are trusted and do an amazing job. Please reach out to me if you have a situation where you are in need of a trust, estate, S-Corp, or Partnership return to be completed, and I will share the referral of a local company to use that I highly recommend.
FAQ's Continued....
How do you accept payment?
You can either pay via check, money order, cash, credit card*, or Venmo. Please note your return will NOT be electronically submitted until all documents are returned, signed, and payment is made in full.
*Credit Card payments are subject to a $3.00 surcharge*
Do you have a referral program?
I do! Any client that refers a new client to me, will receive a $10 credit towards their next year return.
My dependent needs their taxes done, can you help with that?
I can! All clients who have a dependent who is a full-time student will get a discounted rate on the dependent's tax return.
I need to (change/correct) my return, can you help with that?
Yes! If I prepared your return from the previous or current year, and it needs to be changed, I do charge an Amendment Fee. Please refer to my client letter in the FILES section of this website for a fee schedule. If the correction is due to an error on my part, I will amend the return at no cost.
How can I make an appointment?
You can book your appointment right here from the website. You will need to enter your information such as your name, phone number, and preferably an email address. This will allow me to contact you 24 hours in advance of your appointment time to remind you. This is the fastest, most convenient way to book! My schedule is always updated on my available times. Please only book online if you are wanting a face-to-face appointment.
You can call/email/text as well to schedule an appointment. Please note that I am not always available right away to contact you back, so please give me 48 business hours to reply/return your call.
There may be circumstances that cause me to have to reschedule. I try my best to give you as much notice as possible. I do require a 24-hour cancelation notice from my clients to avoid a no-show fee. That fee is listed in the files section of this page. I do work with my clients on emergencies as much as I can.
Files
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