Tax Tips
– FAQs –
Here’s a collection of our most popular tax season tips.
If your question isn’t listed below, please don’t hesitate to contact us!
When can I expect my organizer?
Mid-January!
Digital Tax Organizers are emailed in mid-January. We will mail you a postcard after we email your Tax Organizer.
A small group of clients have requested a paper copy of their Tax Organizer. These will be mailed in mid-January.
Add [email protected] to your email address book.
This is the email address from which you will receive:
- your digital Tax Organizer
- your completed tax return (if you choose digital delivery)
- any secure links sent for the digital transfer of files
- N&Co communications related to your Tax Organizer
I can’t locate the email with my digital Tax Organizer in my Inbox. What should I do?
We recommend searching your Inbox, Junk and Spam folders for [email protected].
If you are still unable to locate it, please call our office at 614-891-5423 to confirm the email address we have on file.
How should I best utilize my Tax Organizer?
If you find that some income sources/accounts are no longer part of your tax portfolio, please indicate that by marking a “2” (Inactive) next to the item.
If you have added new sources of income, please enter the name of the source on a new line in your Tax Organizer. Please do not delete inactive sources.
If submitting your documents to us on paper, don’t forget to include your completed Tax Organizer when sending in or dropping off your tax documents to our office.
My Tax Organizer includes a Questionnaire. Do I need to complete it to access my Tax Organizer?
Yes, your Questionnaire is a fillable pdf that provides a quick, easy way for you to provide us with the most up-to-date information related to your current tax return.
Once you have completed the Questionnaire, you will be able to access your Tax Organizer.
Every client needs to complete the Questionnaire. If you submit your tax documents to us without completing this, we will be unable to start your return.
I renewed or got a new driver's license. Do I need to submit a copy of it for my tax preparation?
Yes! We need your driver’s license (or State ID) information in order to e-file your return. If you renewed your driver’s license in the prior year, please be sure to include both the updated issue and expiration dates. You’ll find a spot for these in your Questionnaire. Also, if you moved to a new state, we’ll need a little more info, including your license number.
To simplify, you’re always welcome to include a photocopy of your license with your tax documents if you prefer.
If I made estimated tax payments in the prior year, where should I record those payments?
There is a spot in your Questionnaire where you can record:
- the date of payment
- amount of payment
- recipient of the payment
I moved. When should I share my new address?
We need your current address to complete your tax return. You will find a place to share a new address in your Questionnaire.
We also will need to know the date of your move because you might have moved into an area with a different tax rate.
Please also share any other new contact information (phone numbers, emails, etc) to ensure we can reach you with any questions and to let you know when your tax return is complete.
I added a new dependent last year. Where can I share the details?
Your Questionnaire provides a place for you to share this information.
We will need to know the:
- full name of each new dependent
- social security number
- date of birth
- gender
What are the delivery options for my competed tax return? Where do I indicate my preference?
Digital or Paper – please indicate your preference in your Questionnaire. Here are more details about each option:
Digital:
Digital delivery means an electronic copy of your return will be emailed to you from [email protected].
You can pay your tax preparation invoice online, using the Online Payment button at the top of this website. (Client ID = Your Name or Company Name / Invoice Number = N/A unless provided on invoice)
You will sign your signature forms electronically and then N&Co will e-file your returns to the appropriate governmental entity.
If you have returns that cannot be e-filed, your emailed return will include pdf copies of those returns that need to be printed, signed and mailed in.
Your digital delivery will also include all of the tax documents used to prepare your return.
Digital copies of both your completed tax return and tax documents will be available to you for seven years.
Paper:
Our staff will call to notify you when your tax return is complete.
We will ask if you’d like to pick up your return or if you would like it mailed to you. (An additional charge for postage will apply.)
You will need to pay your tax preparation invoice.
This can be done by:
ACH: This is basically a digital check. Simply click the Online Payment button at the top of our website. There is no fee for this service. (Client ID = Your Name or Company Name / Invoice Number = N/A unless provided on invoice)
Check: Checks can be mailed or dropped off to our office at 507 Executive Campus Drive, Westerville, OH 43082.
Cash: Cash payments are accepted in person. If paying by cash, please come to the office during our regular business hours. We request you bring exact amounts as change may not be readily available.
Credit Card: You may pay by credit card by clicking the Online Payment button at the top of our website. There is a 3% surcharge charged by our credit card processor that will be added to your total. This amount will be clearly shown as a separate line. (Client ID = Your Name or Company Name / Invoice Number = N/A unless provided on invoice)
You will sign your e-file documents either in the office, or you will need to return them to us.
N&Co will e-file your returns to the appropriate governmental entity.
If you have returns that cannot be e-filed, paper copies will be provided in your packet. You will need to sign these and mail them in accompanying envelopes.
I received unemployment income. What information does N&Co need to report that?
We need to know:
- your dates of unemployment
- how much unemployment money you collected in 2024.
- Please include Form 1099-G with your tax documents.
My kids earned some money last year. Their taxes are easy, so they can prepare their own returns.
Well…maybe! We caution you to ensure that a dependent claimed on your return is not also claiming themselves on their own return.
Unfortunately, we see this situation repeated every year and it results in numerous amended returns.
If your child has filed their return before yours is complete, we request that you include a copy of their return with your tax documents.
N&Co is able to prepare your dependents’ tax returns (if needed). Children’s returns start at $180.
I store my tax documents and tax returns on my home computer. Since it’s my own personal machine, this is a safe option.
We encourage you not to be lulled into a false sense of security just because you’re at home. All computers are susceptible to hacking.
Our security experts have shared with us that it is safer for you not to store sensitive documents on your computer.
They recommend either:
- printing out the tax documents you receive electronically or
- downloading them to a separate drive (eg: a USB)
- and then storing either of these in a secure location.
Out-of-pocket medical, dental, and/or health care receipts: What’s the best way to share these with you?
Donation Receipts & Letters: What does N&Co need to prepare my taxes?
Please total your donations and include that total in the Charitable Contributions portion of your Questionnaire.
We do not need your receipts or letters, but we highly recommend you keep them in case you ever need to justify your numbers. A friendly reminder: GoFundMe contributions are not considered charitable donations for tax purposes.
One exception to just sharing your donation totals with us: if you and/or your spouse contributed to a scholarship-granting organization (SGO), we do need your tax credit receipt letter from the SGO. We are required to submit the receipt with your Ohio tax return in order for you to claim the credit(s).
I purchased an electric vehicle (EV) this year. Do I need to submit the Seller’s Report with my tax documents?
Yes, we do need your Seller’s Report in order to claim any available credits related to your EV.
Rules surrounding EV credits are very detailed, so we need to be able to confirm that your purchase was eligible.