FAQs

eTax Services Inc. provides completely FREE ESTIMATES. Bring your Tax documents to any location and an eTax Professional will let you know what your refund or tax liability is for both Federal and State. We will also let you know what our Tax Preparation Fees are in you like our services we will proceed from there.

eTax services provides a Tax estimation to understand the amount that is taxable based on the Annual Income category that you fall under.
Yes, eTax Services Inc. can deduct our fees from your refund. You can receive it directly deposited into your bank account, we need routing and account number, you can pick up your check at the same eTax location you filed. Please ask your tax professional about alternative options.

  • Please bring valid IDs for both Taxpayer and Spouse.
  • Routing and account number. The name on the bank account needs to match the name on the tax return.
  • The IRS issues most refunds in less than 21 days, although some require additional time.
*States do not usually have a set time frame.
The IRS issues most refunds in about 21 business days, although some require additional time.
Amendments and paper mailed returns take an average of 6-8 weeks.
States do not usually have a set time frame.

To check your refund status, you may contact an eTax Professional two weeks after you filed.

Federal Refund Status visit the irs.gov click on the 'Where’s My Refund?' button or call 800-829-4933

For State Refund visit your State Tax Board website and click on the refund status button. Search where's my refund for [enter your state]
Send us your information/ documents via Fax/email/USPS/FedEx/UPS and an eTax Professional will contact you shortly. eTax Services Inc. provides Completely Free Tax Estimates. We will let you know what the refund or tax liability is for both Federal and State, we will also let you know what our Tax Preparation Fees are. If you like our services we will proceed from there. We have clients all over the world. We always emphasize in-person meetings; however, we also help with online tax filing.
Filing requirements vary based on your filing status, income, age, and whether you file separate or joint with your partner, all the factors weigh in when filing for income tax.

Generally, you must file a return if your gross income from worldwide sources is at least the amount shown for your filing status as follows:
  • Single $12,200
    • Age 65and older: $13,850
  • Head of Household: $18,350
    • Age 65 and older: $20,000
  • Head of Household: $18,350
    • Age 65 and older: $20,000
  • Qualifying Widower: $24,000
    • 65 and older: $25,700
  • Married filing Jointly: $24,400
    • Not living with spouse at the end if the year: $5
    • One spouse is 65 and older $25,700
    • Both spouses 65 and older: $27,000
  • Married Filing Separately: $5
  • Independent Contractors: 1099 and/or cash income over $600
  • Students under age 24 years of age, can file taxes completely independent, or as a dependent by someone else.
  • Parents or guardians can still claim adult children as a dependent to benefit from educational credits. I.e. ameri your tuition, textbooks, supplies, hardware, and software.
*If you have earned income under $4,200 (exact amount varies yearly) you may qualify to be claimed as dependent by someone else.

*If you are a dependent of another taxpayer you might still need to file. Check with your eTax Professional.

*If you are a U.S. citizen or resident alien living or traveling outside the United States, you generally are required to file income tax returns, estate tax returns, and gift tax returns and pay estimated tax in the same way as those residing in the United States.
If you provided more than half of their support, they are human and a relative. Who you can claim as a dependent depends on your filing status. Single, married, unmarried with child, legally separated, widowed with or without children. Relatives who are dependent on you for financial support for the current tax year are your dependents.

This dependency tax is based on the Qualifying Child or Qualifying Relative and has to fulfil certain conditions, like residence, joint support, age and member of the household.
Penalty does not apply for 2019 tax year.
The 2018 Federal Tax penalty for not having health insurance was eliminated in the 2019 Tax changes. While the prior penalty was $695 for adults and $347.50 for children or 2% of your yearly income, whichever amount was more. However, some penalties are still assessed at state-level in 2020.
Yes, provided you prove your relation, the child is between 19 to 24 years of age, is a US resident / national / citizen and has not filed a joint tax application in the last 1 year. It also needs the child to have spent more than half of the last year with you and has not paid for more than half of his expenses like Food, clothing, lodging, medical and travel.
Yes, eTax Services can help you file multiple years at a time.
IRS allows you to claim up to three years worth of refunds missed. If you need it for records or other purposes requested by IRS we can 10+
If you are a college student under 24 years of age your parents or guardian may still be able to claim you.

Bring all your receipts for books and supplies as well as 1098T and/or class schedule.
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Unemployment benefits are taxable income.
You will receive mail correspondence from employment development department 1099G
Disability is usually non taxable.
If you are married by IRS standards, you can only choose "married filing jointly" or "married filing separately" status. You cannot file as "single" or "head of household."
The IRS considers you married for the entire tax year when you have no separation maintenance decree by the final day of the year. December 31st

If considered unmarried, and the child lived with each parent the same amount of time during the year, the IRS allows the parent with the higher adjusted gross income (AGI) to claim the child.

Generally, only one person can claim the following:
  • EITC,
  • Dependency exemption for the child,
  • Child tax credit, additional child tax credit, or credit for other dependents,
  • Head of household filing status,
  • Credit for the child and dependent care expenses, and
  • Exclusion from income for dependent care benefits.
*If a special rule for a child of divorced or separated parents or parents who live apart applies, the noncustodial parent may be entitled to claim the child tax credit, additional child tax credit, or the credit for other dependents for the child (if applicable), and another person may claim the other benefits for which the person is otherwise eligible.

Tiebreaker Rules
Under the tiebreaker rules, the child is generally treated as a qualifying child of:
  • The parents if they file a joint return and claim the child a qualifying child;
  • The parent if only one of the persons is the child's parent and the parent claims the child as a qualifying child;
  • The parent with whom the child lived for the longer period of time during the tax year if two of the persons are the child's parent, they do not file a joint return together, and both parents claim the child.
  • The parent with the highest AGI if the child lived with each parent for the same amount of time during the tax year, they do not file a joint return together, and both parents claim the child;
  • The person with the highest AGI if no parent can claim the child as a qualifying child; or
  • The person with the highest AGI if a parent may claim the child as a qualifying child but no parent claims the child as a qualifying child, but only if that person has an AGI higher than any parent who may claim the child as a qualifying child.
First contact your employer, they will be able to instruct you on acquiring your W2.
If you cannot contact them, eTax Services can help you get the information directly from the IRS and/or file with the last paycheck stub.
Yes, it is called a Tax offset:
  • Past-due child support;
  • Federal agency non-tax debts;
  • State income tax obligations; or
  • Certain unemployment compensation debts owed to a state (generally, these are debts for (1) compensation paid due to fraud, or (2) contributions owing to a state fund that weren't paid).
If you don't pay your federal student loans, your tax refund or a portion of it may be garnished if your student loan is in default.
The Department of Treasury's Bureau of the Fiscal Service will send you a notice if an offset occurs.
If your refund is different and you didn't receive a notice, contact the BFS's TOP call center at 800-304-3107 Monday through Friday 7:30 a.m. to 5 p.m. CST.
*Injured Spouse Claim
An innocent spouse is someone who filed a joint return, but believes the tax should be paid by the other/former spouse because the other/former spouse omitted or erroneously reported income, deductions, etc. The innocent spouse is claiming that he or she didn't know what the other/former spouse was up to.
If you filed a joint return and you're not responsible for your spouse's debt, you're entitled to request your portion of the refund back from the IRS. It may take 11 weeks to process an electronically-filed return or 14 weeks if you filed a paper return.
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service.
To obtain a new or renew an ITIN number, please bring 2 forms of ID (one of the two has to include a picture/photograph.
All ITINs not used on a federal tax return at least once in the last three years will expire. ITINs generally need to be renewed every ten years.
Anaheim Office (Main Branch) can accept walk-ins anytime. Appointments are preferred at the Orange, Cypress, and Corona locations. You are welcome to schedule an appointment online or contact one of our locations.
Gambling and lottery winnings are taxable income. You will receive form W2-G. Please bring that with you.
The IRS allows you to deduct preventative care, treatment, surgeries and dental and vision care as qualifying medical expenses. You can also deduct visits to psychologists and psychiatrists. Prescription medications and appliances such as glasses, contacts, false teeth and hearing aids are also deductible. It is based on your income, ask you tax professional if you can add it.
IRS considers Virtual currency as property it needs to be reported similar to the stock exchange.
If you had health insurance coverage through the marketplace healthcare.gov you will receive form 1095-A. We need that information to calculate premium tax credit.
Yes, the student loan interest is a tax deduction. You can claim up to $2,500 yearly. Please bring form 1098-E
You can still claim your dependent if:
Dependent's earned income is less than 4,200 (varies yearly) and you provided more than half their support.
Although, if dependent is a full- time student under the age of 24 the income limits increase.
Yes, please contact one of our locations
*If you are a U.S. citizen or resident alien living or traveling outside the United States, you generally are required to file income tax returns, estate tax returns, and gift tax returns and pay estimated tax in the same way as those residing in the United States.
Please keep track of all income and expenses. You need to become an expert record keeper. We recommend a mileage tracker and a separate bank account.
eTax do all the work for you so you can focus on what really matters.
Visit our main branch and we can advise you on the best route to take.
Sole proprietor, DBA, LLC, S-Corp, C-Corp.
Home improvement projects are not tax deductible for your personal property, but you may be able to qualify for energy efficient credits.
Yes, etax can advise you with withholding calculations and set up an installment plan with IRS.
Disclaimer: All the details provided under the FAQ section is after careful research and latest policies, but should not be considered as final Tax law or policy and only be considered as additional information for general knowledge.