Tax Negotiation, Laws, and FAQs in Columbus, OH | J.E. Wiggins

FAQ

Answer:

Although we do accept appointments, they are by no means necessary. We gladly accept walk-in sessions during regular business hours. We are open Monday through Friday from 9:00 AM to 7:00 PM, Saturdays from 9:00 AM to 5:00 PM, and Sundays from 1:00 PM to 4:00 PM.

After April 15th our hours change to 9:00 AM to 5:00 PM Monday through Friday at our 1061 Country Club Road office only – our other offices are closed after April 15th until the following January.

Answer:

Our fee is based upon the forms and schedules required to complete your return. The best way for us to provide an accurate estimate is to sit down with one of our tax professionals in a one-on-one session. We will then examine all of your information, review the work that will be involved, determine the fee and let you decide if you would like us to proceed. There is no obligation at this point.

Answer:

There is NO CHARGE for electronic filing if we prepare your return. If you qualify for electronic filing, we will transmit the federal, state, school district and R.I.T.A. administered city returns for no additional fee.

Answer:

Please bring with you all documents relevant to the current year such as W-2’s, 1099’s, interest and broker statements, mortgage statements, real estate taxes paid, charitable contributions (cash and non-cash), Schedule K-l’s from partnerships or small corporations, etc.

If you are self-employed or own rental property, there will be additional records that we will need to see. If you bought or sold a home during the year, we will need to see the closing statement from each of those transactions.

Additionally, new clients will need to bring a copy of their prior year’s tax return as it may contain information relevant to the current year.

Answer:

The best way to determine your projected refund date from the IRS or the State of Ohio is to check the appropriate website.

Answer:

J. E. Wiggins & Co. is a year round tax service. We are open Monday through Friday from 9:00 a.m. to 5:00 p.m. throughout the remainder of the year. If you have questions or need help with current or prior taxes, please feel free to contact us. We’re always here for you, before or after April 15th.

Answer:

If you have a question that was not answered here please give us a call or if after office hours click here and use our contact form to send us a message.

Answer:

Under the Affordable Care Act the federal government, state governments, insurers, employers and individuals share responsibility for health insurance coverage of individuals in the United States. It is the individual’s personal income tax return that will indicate compliance with the health insurance mandate.

The personal tax return is also how the government will penalize non-compliant taxpayers, exclude taxpayers exempt from the requirement and credit others for part of the cost of insurance coverage.

Answer:

All taxpayers must be able to provide information regarding the health insurance for themselves and each individual for whom they are responsible (spouse, dependents, etc.). This information includes the following:

  • the provider of the health coverage (i.e. the employer, retirement plan, Medicare, Medicaid, self, etc.);
  • the period of coverage, by month, for the taxpayer and each individual for which they are responsible;
  • if health coverage was purchased through the Health Insurance Marketplace (aka the Exchange) then a Form 1095-A is required to prepare a return;
  • if coverage was provided by an employer, retirement plan, government agency, or individual plan then either a Form 1095-B or 1095-C is required;
  • for any periods without health insurance coverage details regarding any non-coverage or hardships granted the exemption certificate is required.