How do I access my client portal?
The first time you access your portal you will need the PIN that was sent to you in your appointment confirmation email. You will be asked to create a username and password. You will be able to use that here: https://treehousetaxes.securefilepro.com/portal/login.aspx
How do I "file" my estimated taxes?
Here is the basic info: when you make quarterly estimated payments they are just payments. You are not actually filing a tax return each quarter. If you have an employer that withholds taxes for you they are sending in these payments for you. If you get paid directly with no taxes withheld, you need to make the payments yourself. The money you send through the year will help fill your tax bucket that you have to fill by tax day. There's still time to sent a Q4 payment by January 15th. You can pay online here:
2019 Estimated Tax Due Dates:
2019 Q1: April 15, 2019 (Monday) ===> Already passed
2019 Q2: June 17, 2019 (Monday) ===> Already passed
2019 Q3: September 16, 2019 (Monday) ===> Already passed
2019 Q4: January 15, 2020 (Wednesday)
What is this going to cost me to work with Treehouse?
We believe that everyone should have access to excellent tax prep and advice. That's why we offer a sliding scale based on income that we feel is both reasonably low and fair. The exact price you will pay depends on how complicated your tax return is AND how much money you made.
Can I send you electronic files securely?
Yes. Treehouse Taxes uses a secure client portal to send and receive electronic files. Once you make an appointment, you will receive a temporary PIN code in your confirmation email and a second email with a link to access your client portal account for the first time. The link will expire, so don’t forget to click through when you receive the email. Once you’ve activated your secure portal account you can send us pdfs or other documents we need to prepare your return. If you need to send us a file but don’t have an account yet, email us at firstname.lastname@example.org so we can set up your portal.
Can I deduct meals? I heard I just have to think about or talk about work - right?
Not exactly… meals are only deductible if they have a connection to your business--sometimes referred to as a “profit motive”. If you take a potential client out for coffee, that’s deductible. If you go to dinner with friends in the same field and talk shop… that’s not. But if that same group were planning how to collaborate on a new project to increase business for you all - that’s a profit motive. That’s deductible. There must be a clear, financial incentive related to the meal or entertainment, so be sure to keep the receipt and write down the motive and who the players were.
Is it OK to file an extension?
YES! Sometimes, taxes end up being more complex than you expect or the companies who are required to send you tax documents are tardy.
Thankfully, if you’re facing these kinds of issues, it’s very easy to receive a six-month extension on your filing. You can do this yourself quite easily by filling out Form 4868 and submit it.
Note: This is an extension to file, not an extension to pay. If you think you owe taxes you should make a payment with your Extension to avoid any penalties or interest while you’re tracking down final details.
Treehouse Taxes is happy to e-file your extension form for you for $50 which we will then apply toward filing your full return if you engage us to file your taxes before the extended deadline.