FAQs
We’re Here to Help You Understand and Succeed
At United Tax Solutions, we know that taxes, accounting, and business planning can raise a lot of questions. Whether you’re filing for the first time, running a small business, or facing an audit — we’re here to make things clear, simple, and stress-free.
To prepare your taxes accurately, we need the following:
- Valid photo ID (for you and your spouse if filing jointly)
- Social Security cards or ITINs for you, your spouse, and any dependents
- W-2s from all employers
- 1099 forms (for self-employment, unemployment, investments, etc.)
- Bank account info for direct deposit (routing and account numbers)
- Any documents related to deductions: mortgage interest, property taxes, daycare expenses, tuition (Form 1098-T), medical expenses, charitable donations, etc.
- Prior-year tax return (if you’re a new client)
- Business income and expenses (if self-employed)
Yes. We serve individuals, families, small business owners, independent contractors, and corporations. Whether you need a personal tax return or help managing payroll, bookkeeping, or tax strategy for your business, we have a solution for you.
Prices vary based on the complexity of your return:
- A basic personal return with W-2s starts at $220
- A return that includes 1099 income, investments, or multiple deductions starts at $350
- Business returns for LLCs or S-Corps start at $550 and up
We’ll give you a free estimate before starting any work.
Yes! Bring us a copy of the IRS or state notice. We’ll review it, explain what it means, and guide you through the next steps. We handle audit responses, payment plans, penalty abatement requests, and offer-in-compromise cases.
We offer both! You can schedule:
- In-person appointments at our office
- Virtual appointments by phone or video call
- Drop-off or email service if you prefer to send your documents and have us prepare your return without a meeting
If you e-file your return and choose direct deposit, the IRS typically issues refunds in 7 to 21 business days. Paper-filed returns and mailed checks may take longer. We will provide you with a tracking tool to check your refund status.
Yes, we can help with:
- Choosing the best structure for your business (LLC, S-Corp, etc.)
- Registering your business with the state
- Applying for your EIN with the IRS
- Setting up bookkeeping, payroll, and tax planning systems to keep you compliant and profitable
- Experience: Over 22 years helping individuals and small businesses
- Expertise: Certified professionals with IRS representation credentials
- Personalized Service: We tailor strategies to each client’s needs
- Latino-Focused: We specialize in serving the Latino community with bilingual staff
- Trust: We prioritize confidentiality, legal compliance, and long-term success
Your security is our priority. We use encrypted software, secure file-sharing systems, and strict privacy policies. All staff are trained to handle your data with the highest level of confidentiality.
Yes. We specialize in back tax filings. We’ll review your situation, prepare your past-due returns, and help you negotiate with the IRS to reduce or eliminate penalties if possible. Don’t wait—it’s better to take action now than to risk IRS enforcement later.
If you’ve already e-filed or mailed your return to the IRS or state taxing authority, you’ll need to complete an amended return. You can file Form 1040X through the H&R Block online and software tax preparation products or by going to your local H&R Block office. Additional fees may apply.
The IRS recommends that you keep your tax records for at least 3 years from the date you filed your return or 2 years from the date you paid the tax—whichever is later. However, in some situations, you may need to keep records longer:
- 3 years: For most taxpayers, to claim a refund or in case of an audit.
- 6 years: If you underreported your income by more than 25%.
- 7 years: If you claimed a loss from worthless securities or bad debt.
- Indefinitely: If you did not file a return or filed a fraudulent one.
- Business owners: Should also keep employment tax records for at least 4 years.
Keep both digital and paper copies of your tax returns, W-2s, 1099s, receipts, and supporting documents. It’s best to store them securely in case the IRS or state agency requests proof.