Frequently Asked Questions

1. What’s the process to file taxes with Exquisite?

Client inquires about services, then an appointment is booked to provide the services they need. Once all information is gathered, the agent and client are in constant communication until the final process of submission until the refund is funded.

2. Do you consult with your clients prior to submission?

Yes, once we have received all your documents we will consult with each form or document that we have received before submission.

3. How much do you charge?

Your investment would be based on the severity of your documents provided. Average client prep fees are $350 and up based on w2 client vs a business client. The bank charges back office fees that can't be negotiated. Our office can only be subjective to the prep fees.

4. Do you offer discounts?

Yes, we offer new and return discounts which are typically a $50 credit applied to prep fees. We also offer military and first responder/essential worker discounts as well that’s a credit applied to prep fees.

5. How long does it take to complete my return?

If all paperwork is provided to complete the return we allow our clients to give our office 24-48 hours to complete the return then to set up final consultation before submission.

6. Will I receive my paperwork after my taxes are complete

Yes, once the return has been successfully accepted allow 7-10 business days to receive your paperwork to the address in our database.

7. Do you offer tax refund advances?

Yes, our office does offer pre tax season advances and during tax season advances for a limited time. There are qualifications that you must meet in order to qualify. The range is up to $1,000 with no fee and up to $6,000 with a small fee applied.

8. Why is my refund reduced?

Refunds can be reduced for several reasons. Majority of the reasons are from previous debts with federal or state taxes, educational debt, child support to name a few. If there is a debt that you are aware of or unaware of it will be deducted from any positive refund until the balance has been paid in full.

9. What if I have a previous debt, how do I receive services?

If there is a debt more than likely the service (s) requested would be an out of pocket cost. If the current year does not clear debt and there is still a balance left for tax prep fees to be collected the client would need to pay out of pocket prior to submission of the return (s).

10. Do you file previous year returns?

Yes, our office can assist you with filing previous years. Any previous year is an out of pocket expense starting at $250 and up per year unless prep fees can be covered in the current year prep fees. The IRS can electronically file the last 3 years and any year previous can be completed electronically but must be mailed (certified mailed with a signature) to the IRS department for that state from the taxpayers discretion.

11. How do I withhold taxes on my W2?

When completing your hiring paperwork you must complete the W4 document to withhold taxes to ensure that taxes will report on your W2 at the end of the year.

12. What happens if I don’t withhold taxes on my W4?

Most of the time depending on the filing status the return will start in a negative status which will typically have the taxpayer owing, unless other documents such as a business or other itemized deductions are calculated.

13. When can I start filing my taxes?

IRS typically opens January 28. So anytime after January 28th you can file your taxes til the tax filing deadline which is typically April 15th.

14. What is the deadline to file taxes?

April 15th is typically the IRS deadline. The extended deadline for late filers is October 15th.

15. Can you file extensions?

Yes, you can file an extension when it gets close to the April 15th-18th deadline depending on when the IRS updates the year end filing date.

16. What is AGI?

Adjusted Gross Income, which is the bottom line of the income that reflects on your tax return.

17. Why does my account number not reflect on my documents?

If the taxpayer does not pay for services out of pocket the funding bank creates a secure account and routing number associated to each taxpayer that is connected to their personal/business account and routing number that was provided from the taxpayer during the consulting process.