FAQ

Frequently Asked Questions

Please reach us at (410) 526-0860 if you cannot find an answer to your question.

Where's My Refund?

IRS Where's My Refund?

Maryland Where's My Refund?

What are the tax deadlines for 2026?

March 16, 2026: 2025 tax returns due for partnerships and S-corps
April 15, 2026: 2025 tax returns due for individuals and corporations

What information do you need to complete my personal tax return?

W-2 for wages
W-2G for gambling
1099-Int for interest
1099-DIV for dividends
1099-B Brokerage
SSA-1099 Social Security
1099-NEC for income
1099-Misc for income
1099-K for income
1099-R for retirement
1099-G for refunds & unemployment
1099-Int for mortgages
1098-T for tuition
1099-SA for HSA’s
K-1 forms from investments in S corporations or partnerships
Form 5498 for IRA values IRA and Roth IRA contributions for 2024
Child care costs, and the name, address, amount and ID # of the recipient
Charitable donations-total amounts and recipients
Property tax paid on your home, property or cars
Estimated tax payments and dates
Any letters you received from the IRS or state tax authorities

What business information do you need to complete my tax return?

Profit & Loss (total income and expenses broken by category)
1099-NEC for income
1099-Misc for income
1099-K for income
1099’s issued for contractors you paid
W-2/W-3 for employees you paid
Payroll detail report for 2024
List of equipment you purchased (name, date and amount)
Home office information
Mileage driven for business purposes

What information do you need to include rental properties on my tax return?

Total rent received per property
Mortgage statements for each property
All expenses associated with renting out the property (listed separately for each property)
List of repairs made (name, date and amount)
Mileage driven related to the rental property

What do I need to know about BOI reporting for businesses?

All entities created in the United States — including those previously known as “domestic reporting companies” — and their beneficial owners are now exempt from the requirement to report beneficial ownership information (BOI) to FinCEN.

FINCEN Website for BOI Reporting

Garry H. Slatnick, CPA

Your trusted certified public accountant

Frequently Asked Questions

Garry H. Slatnick, CPA

Your trusted certified public accountant

Frequently Asked Questions

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