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FAQ

Here is a general list of the most commonly asked tax questions:

Who can I claim as a dependent?

You can claim a qualifying child or qualifying relative if they meet specific requirements related to residence, relationship to you, age, financial support provided and income.

Do I need to claim a child as a dependent to file Head of Household?

No. To file as Head of Household, you need a qualifying child or other qualifying individual (e.g. parent) for whom you can claim as a dependent, or a relative for whom you paid over half the cost of keeping up a home in which you both live.

Are unemployment benefits taxable?

Yes, unemployment income is taxable income

What are the tax implications of withdrawing money early from a retirement account?

Withdrawing money early from a retirement account comes with a 10 percent tax penalty plus regular income tax on the amount withdrawn. Watch out if that additional retirement money bumps you into the next tax bracket, which could affect Social Security taxes and other considerations.

My child is a full-time college student. If I claim her as a dependent, can she claim an exemption for herself when she files?

If you claim your child as a dependent, they may not claim an exemption for themselves when they file their taxes. Conversely, if they claim an exemption for themselves, you may not claim them as a dependent on your tax return.

I was impacted by a natural disaster. What tax breaks are available to me?

It’s possible to take a tax deduction for property loss claims not compensated by insurance or, in some special cases, when you’re still waiting for compensation. These are known as casualty losses and include hurricanes, floods, earthquakes, tornadoes, fire, etc.

Am I eligible for a child and dependent care deduction?

If you work and pay for child care for your dependents under 13 years old you may qualify for a deduction of up to $3,000.

My spouse and I are married filing separate. Can we both claim our child as a dependent?

Unfortunately, no each child may only be claimed as a dependent one time.

I forgot to include something in my taxes. Is it too late to cancel?

After you e-file your return, it is automatically sent to the IRS. Unless your electronic return gets rejected by the IRS, there is no way to cancel it. If you need to make any changes, you will need to file an amended return.

 

Notarizing document can be a consuming event for those unfamiliar with the process. So for your convenience we have listed some general question and answers.

Q: What do I need to bring to the signing?

A: You will need to bring one of the following forms of approved identification.

  • State Issued Drivers License or ID Card (Canada or Mexico licenses are acceptable)
  • Military ID
  • Passport
  • Inmate ID issued by Department of Corrections
  • Employee ID from an agency or office of the State of California, or by any agency or office of a city, county in California.

Q: Does notarizing a document make it truthful and correct?

A: No. Notarizing only validates that the signer personally appeared in front of the notary and subscribed or affirmed to the truthfulness of the document. The Notary Public has no authorization to state that a document is official, true or correct.

Q: The document I need notarized requires that multiple people sign. Do we all need to be present at the same time?

A: No. All signers can appear at different times

Q: Can you notarize at my office, jail, hospital, etc?

A: Yes. We will travel to any location you are comfortable with.