Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the “three-year law” and leads many people to believe they’re safe provided the retain their documents for this period of time. However, if the IRS believes you have significantly under-reported your income (by 25 percent or more), it may go back six years in an audit. If there is any indication of fraud, or you do not file a return, no period of limitation exists. To be safe, contact us with additional questions.
Yes, we just ask that you send us your tax forms and relevant information. We will review your needs with you over a phone conversation and/or detailed email and ask that you send your prior year’s tax returns and any notices you received.
The Tax Cuts & Jobs Act imposed many new tax laws for business entities and individuals. For some of the most common changes, visit our tax tips page. include TCJA webinar https://businessjournaldaily.com/webinar-top-10-tax-changes/
We currently have office locations in Liberty, Geauga, and Massillon, Ohio.
Typically this could take up to a couple weeks but also depends on the time of year, method of refund (mailed check or direct deposit), and if the tax return filed is an original or amended return. For more information, visit our tax tips page.
We accept cash, check and money order made payable to HD Davis CPAs, LLC, and debit/credit cards. Please mail payments (do not mail cash) to:
HD Davis CPAs, LLC
125 Churchill Hubbard Road
Youngstown, OH 44505
Yes, we do offer payment plans. Please contact us at our Collections Department for assistance.
Yes, an initial one hour consultation meeting is free of charge. Any services rendered after that will be charged to the client.
We are rapidly growing here at HD Davis. Feel free to contact us for our available positions. Let’s chat.
All of our office locations are open Monday through Friday 8:30a.m.-7:00p.m. and Saturday 9:00a.m.-3:00p.m. during tax season.