Skip to content

FAQs and Resources

Important Dates:

Tax Return Filing Dates

  • March 15th
    • Corporate tax returns due
  • April 15th
    • Personal and partnership tax returns due 

Extension Filing Dates

  • September 15th
    • Business tax returns due
  • October 15th
    • Personal tax returns due 

Important Websites:

View the current IRS Tax Tables including 2019 Tax Brackets, Standard Deductions, and Child Tax Credits.

FAQS

What is the best way to get you my paperwork?

Logon to your BringVault and securely upload your documents from anywhere in the world.  You can even upload a legible cell phone picture!  We will receive an email notification that your documents have arrived and can begin your taxes right away. PLEASE be sure not to mark "Final" on the upload until all documents you anticipate receiving for your taxes are uploaded.

To kick it old school, you are welcome to drop off the necessary paperwork at our office. There is a mail slot in our door for drop-offs after hours.

What do I bring to my appointment?

1. Completed tax organizer
2. All original W-2s, 1099s, and 1098s
3. All K-1s from businesses and investments
4. Sale of residence/investment property (HUD settlement and other supporting documents)
5. Sale of stocks & bonds including: date of acquisition, cost basis, sale date, sales price.

How do I get a tax organizer?

Head over to our Contact Us page and request a tax organizer.  We will securely upload it to your BringVault and you can fill it out right then and there!

How do I set an appointment?

Go to our Contact Us page and request a specific appointment time that works for you.  We will email you options as soon as possible if your requested time is booked.  You can also call the office at (602) 230-1995. Ron takes appointments on Mondays, Tuesdays, and Thursdays with the first appointment at 9am and the last at 4pm. Olga is available Monday – Friday, 9am – 5pm.

How long does it take to prepare the return?

Generally, your return is securely uploaded to your BringVault within 3-4 days.  You will receive an email and/or phone call to alert you that it is ready for your perusal.

When do I have to pay for the tax preparation fees?

Payment for services rendered is due, in full, upon receipt. We accept cash, checks, and all major credit cards.

When am I going to get my refund?

Check your IRS refund status online: 
Internal Revenue Service

or by phone:
1-800-829-4477

Check your AZ State refund status online: 
AZ Department of Revenue 

or by phone:
(602) 255-3381

How long should I keep my personal files?

Five to Seven years

What if I can’t afford to pay the IRS?

The IRS can choose to grant an Installment Agreement to set up a payment plan for the balance due. Keep in mind that Interest and Penalties still apply.

Resources

William Kozub
Real Estate and Business Law
Kozub Kloberdanz
(480) 624-2700

 

download the Disclosure Consent Form if the copy of the return needs to be sent to a third party.

Scroll To Top