​Common Tax Deadlines

Q: How long should I keep my tax records?

A: Our recommendation is to keep the tax return indefinitely. However, you only need to maintain supporting documents for 7 years. 

Q. How do I schedule a tax appointment?

A. Call our office and we will be able to assist you.

Q. How long does a typical appointment take?

A. We generally block out 90 minutes for each tax appointment. If your return cannot be completed within that time, we'll continue to work on it and let you know once it's ready.

Q. Can I reschedule my appointment?
A. Yes, please call our office and we can see what is available.

Q. I do not have all my information yet, and my appointment is coming up. What should I do?
A. If you are only missing one or two documents, there's no need to reschedule - just let your preparer know during your appointment. If you're still waiting on most of your tax documents, it's best to reschedule for a later date.​

Q: I have received a notice, what should I do?

A: Please provide a copy of the notice to our office. We will look it over and provide any guidance or necessary next steps.

Q: I have not received my refund yet. How do I check on it?

A: You can visit the Internal Revenue Service website to receive the must updated status of your refund. You can also visit the Nebraska Department of Revenue for any inquiries on Nebraska refunds

Q: How do I pay my individual tax owed to the government?

A: You have several options for submitting your tax payments:

• For Federal Tax Payments: You can mail a check with the payment voucher to the IRS, or pay online securely through IRS Direct Pay. Be sure to include your Social Security numberon any mailed checks and keep your payment confirmation for your records. You can find the correct mailing address for your state here.​
  

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• For Nebraska Tax Payments: You can mail a check with the payment voucher to the Nebraska Department of Revenue, or pay online using the Nebraska e-Pay System. Be sure to include your Social Security number on any mailed checks and keep your payment confirmation for your records.
  

​​​Q: How do I pay my business tax owed to Nebraska?
A: Nebraska requires tax payments be made electronically. You can easily pay using the Nebraska e-Pay System for businesses. If this is your first time using e-Pay, please refer to the Nebraska Tax Payments for Businesses Instructions Page for a step-by-step guide.

Q: How do I pay my invoice with KW CPA, LLP?
A: We accept payment in several formats. You can mail or drop off a check to our office, pay with a credit/debit card, or pay through your Tax Dome account.

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Q. How do I get a copy of my tax return(s)?

A. Once your return is filed, we provide a copy and also upload it to your Tax Dome account for easy digital access. Need extra copies? Just let us know - we're happy to provide them.

Q. Can you send my tax return to a third party?

A. Yes, we can send your tax return to a third party - such as a bank, lender, or financial institution - with your authorization. Please provide the required consent form. Download Consent Form

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Q. How do I get a W-9 form?

A. Download it here

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Don't see your question here? We're happy to help - contact us  anytime to get the answers you need.

​​Have questions? You're not alone! We've answered some of the most common questions our clients ask about taxes, accounting, and working with KW CPA.

FREQUENTLY ASKED QUESTIONS