Frequent Asked Questions •Print• •E-mail•

 

What should I bring to the office?

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name
  • Date of Birth
  • Social Security Card /ITIN/ATIN
  • Last Year's Tax Return
  • Valid Driver's License

INCOME AND TAX INFORMATION:

  • W-2's
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings
  • State Income Tax Refund
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement
  • IRA or 401(k) Distribution
  • Unemployment Compensation
  • Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest

TAX CREDITS:

  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions

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What are the operating hours of The Excecutive Financial Group Office?

During tax season, we are opened Monday - Saturday 9AM - 11PM EST. Regular hour of operations , Monday - Friday 10AM - 6PM EST. We are opened all year around for your convenience.

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Why should I choose The Executive Financial Group to do my taxes?

Are you one of nearly half of all American taxpayers overpaying the IRS? Could you be repeating the same mistakes or overlooking deductions year after year? Our professionals thoroughly examine each customer's tax situation to get every deduction, credit, and tax advantage possible. We pledge quality tax preparation coupled with premier customer service.

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Do you offer e-file and Refund Anticipation Loans?

Yes, we do. The Excecutive Financial Group offers e-file and free direct deposit for refunds directly sent to the customer's bank account.

Refund Anticipation Loans (RALS) and Electronic Refund Checks (ERCs) are other bank product options that can quickly generate a loan on a refund in the form of a check to the customer. By choosing a RAL, the customer may receive a loan on their refund within 24-48 hours in most cases.

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What services and guarantees does The Excecutive Financial Group offer?

Sometimes the best things in life are free! Free tax advice may prove invaluable, and it's available just by calling or stopping by the closest Liberty office. Did you, or someone else, prepare your tax return last year? We'll check it free. Additionally, if the IRS audits any of our customers, we will accompany the customer to the audit free of charge. If an error is made in the preparation of the customer's return that results in a cost of interest or penalty, we will pay that interest and penalty.

Q: How do I get my rebate check?

A: Most taxpayers need to do nothing other than file their 2007 tax return as they normally would. The IRS will determine individual eligibility and the amount of your rebate check based on your 2007 tax return. Your payment will be issued to you by the IRS in the same manner your refund check was issued.
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Q: How do I get a copy of a prior tax return and W-2?

A: If you filed your tax return through The Executive Fiinancial Group, then you can get a copy of your records. Otherwise, as long as you filed your tax return with the IRS, you can request a photocopy or a computer transcript (a line-by-line listing) of the information on your filed tax return. Photocopies and transcripts are free from the IRS. If you need an actual copy (not a photocopy), then you must complete Form 4506 and pay a $39 fee for your filed tax return and all related tax information, such as your Form W-2.
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Q: How do I get my Form W-2?

A: Form W-2 may be able to download your W-2s even before you receive them in the mail. If ADP, TALX or CIC Plus issue W-2s for your employer, then ask us if you can take advantage of our W-2 Download program

Your employer is required to mail your completed Form W-2 (copies B, C, and 2) showing your compensation and tax withholding amounts for the calendar year by January 31. If you do not receive your W-2 by January 31, contact your employer to confirm your address and find out when the form was mailed. If you have not received your W-2 by February 15, then call the IRS at 1-800-829-1040. A representative will complete a W-2 complaint on Form 4598, Form W-2, or 1099 Not Received or Incorrect.
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Q: How do I find the The Executive Fiinancial Group office?

A: You can call us for directions or click here.

The Executive Financial Group

10181 NW 58 St., Unit 9
Doral, FL 33178
Tel: (305) 463-0155.
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Q: How much does it cost to have my taxes prepared at The Executive Financial Group?

A: The cost of tax preparation is based upon the complexity of your tax return.
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Q: How quickly can I get money at The Executive Financial Group?

A: When you file electronically and choose one of the free IRS Direct options, you can receive your refund directly from the IRS by direct deposit in approximately 8 to 15 days. You can also choose to have the IRS mail you a check in approximately 21 to 28 days. IRS Direct is free with paid tax preparation. We also make a variety of financial products available to qualified customers through our lending partners if you need to receive money faster.
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Q: I need to change my withholding. How do I update my personal information?

A: Use Form W-4, Employee's Withholding Allowance Certificate. If you get married or divorced, if a child is born, or if you no longer can claim a child as your dependent, you will need to complete a new Form W-4. When you begin to work at a new company, your employer must give you a Form W-4 to complete. You can also request a Form W-4 from your employer at any time to reflect a change in your tax situation.
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Q: What is the Refer-A-Friend® Program?

A: If you refer a friend you will qualify for a gift card.
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Q: What is the Earned Income Tax Credit (EITC) and am I eligible?

A: The Earned Income Tax Credit (EITC) is applicable to low-income workers who may or may not have a qualifying child, or children, living with them. If you can take the EITC, then it is subtracted from the tax owed. The credit can be refunded even if you don’t owe any tax. If you have a qualifying child and your earned income and adjusted gross income (AGI) are each less than $33,241 ($35,241 if filing Married Filing Jointly), then you could be eligible for a maximum credit of $2,853. The maximum credit is $4,716 if you have more than one qualifying child and your earned income and your AGI are both less than $37,783 ($39,783 if Married Filing Jointly). You may still qualify for a maximum credit of $428 if you do not have children and your income is less than $12,590 ($14,590 if Married Filing Jointly). Ask your Jackson Hewitt tax preparer for more information.
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Contact now

The Executive Financial Group
10181 NW 58 St., Unit 9
Doral, FL 33178
Tel: (305) 463-0155

Hours of Operation
Monday - Friday
10AM - 6PM EST
Tax Season
Monday - Saturday
9AM - 11PM EST

 

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National Association of Tax Professionals