Frequently Asked Questions
What do I need to bring to my tax appointment?
The CLK Tax Organizer makes it easy to get your documents together. Typically, your driver’s license or photo ID, your social security card and your prior year tax return are needed for a basic return.
How can I send documents and files securely to CLK Tax?
CLK Tax uses a Secure File Transfer Portal with end-to-end, 256-bit encryption to allow the transfer of files directly between CLK Tax and its clients in the safest manner possible. Each client is issued a personal username and password to access the portal which allows them access from anywhere. This service is available on desktop and mobile, so often it is as easy as taking a picture of a key document and sending it directly from your smartphone.
How much does CLK Tax Service charge to prepare my return?
Our fees are based on the complexity of your tax return and the forms we need to file your tax returns accurately. You’ll never pay more than what your unique situation needs. We will provide you with a cost estimate prior to completing your tax returns. Our goal is to hold the line on tax preparation fees to keep them well below what other firms charge.
How long does it usually take to prepare my tax return?
Our goal at CLK Tax Service is to have your tax return competed within 1 week.
How do I get started?
CLK Tax offers 3 simple options to get you started:
- Complete our simple CLK Tax Organizer.
- Call or Text 757-837-2007 to set an appointment or pickup.
- Use our Contact Form to request an appointment or pickup.
What are some important tax dates?
- January 1 – Tax year begins for calendar year tax payers
- January 15 – 4th quarter estimated tax payment due
- January 31 – W-2s are due from employers, 1099s are due for those paying interest and dividends
- April 15 – Federal and State tax returns are due, last day to set up an IRA or make IRA contributions for the previous year, 1st quarter estimated payments are due. April 15 is the IRS deadline to file your taxes, but it sometimes is delayed several days if that day falls on a weekend or after Emancipation Day.
- June 15 – 2nd quarter estimated payments are due
- September 15 – 3rd quarter estimated payments are due
- October 1 – Deadline for establishing a SIMPLE IRA
- October 15 – Deadline for those that filed an extension & last day to recharacterize an IRA contribution
Do I get penalized if I file after the IRS deadline?
Yes and no. If you OWE taxes, you MUST file your return by the due date to avoid any penalties. You must file an extension if you are certain you DO NOT OWE taxes.
What if I received another form in the mail or forgot a tax form after I filed my tax return?
If this happens, don’t worry, we can help! Simply bring in the missing document and we will help you amend your tax return by completing a 1040X.
Why should I electronically file my tax return?
E-filing your tax return helps to get your refund faster and is usually a faster and safer way than paper filing your return. CLK Tax is an Authorized E-file Provider for the IRS.
How am I able to check the status of my refund?
Click here to check the status of your refund using the IRS Where’s My Refund Tool.
How long does CLK Tax Service keep my tax information on file?
CLK Tax Service keeps all your tax information on file for 10 years.
What if I need help after the tax season is over?
Unlike seasonal tax franchises, CLK Tax stays open all year long. If you have questions and need answers, we are always here to help you.
Can I prepare prior year returns at CLK Tax Service?
Definitely! CLK Tax Service can go all the way back to the tax year 2011 and prepare your return. So if you need multiple tax years prepared, CLK Tax Service has you covered!
Can CLK Tax Service prepare out-of-state returns?
Yes, CLK Tax is able to prepare ALL state tax returns.
I’m in the military, can CLK Tax help me with my military tax return?
CLK Tax Service is well-equipped to handle your military return and can answer any questions you may have.
Does CLK Tax Service prepare my taxes while I am at the office?
No, CLK Tax Service values your time, so we have you drop off your tax documents. Our team of professionals will prepare your return and double check it to ensure that your return is as accurate as possible. You will receive a call when your return is ready to file.
How long has CLK Tax Service been in business?
CLK Tax Service was established in 2011. The owners have been in the tax industry since 2000, owning retail tax preparation franchises while working in the corporate office of several national tax preparation companies.