An appointment is scheduled, during that appointment, your needs or the needs of your business are discussed. After the call, a quote for service will be provided.  A follow-up appointment call is scheduled if needed.

We at DMS Financial do what we can to accommodate the needs of our clients. We start the process by setting an appointment to discuss your tax and/or business needs.

During your tax consultation, you will provide your tax preparer with so basic personal information. That information will be used to set-up your profile in the software. Once your profile is set-up, you will receive an invitation to the client portal.

After you have set-up your username and password, you will have the capability to upload Form w2s, Drivers License/Photo ID, Social Security Card, and receipts. You will also be able to check the progress of your return, review your return, and sign your documents.

Alternatively, you can download the My Tax-Office app from Apple or Google Play Store and after setting up upload your tax documents.

Set up My Tax Office Instructions

Download the MY Tax-Office app from Apple or Google Play Store.

1. Sign up for a new account

2. Follow the instructions - company password: 201VW3

3. Enter a username and password (may have certain criteria)

4. Enter your personal information

Once the app is set up, you will have the same capabilities to upload Form w2s, Drivers License/Photo ID, Social Security Card, and receipts. You will also be able to check the progress of your return, review your return, and sign your documents.

Whether set-up via app or invitation, you can also access the client portal once set-up is complete at https://www.mytaxoffice.com/cp/home/cp_login.php

In order to protect your identity and your personal information, we encourage your to utilize the client portal as it is the most secure method of transmitting your information. However, if you choose not to use the portal you are welcome to email and/or fax your documents to our office.

No, you cannot file a return using your last pay stub. Your last paycheck stub is not guaranteed to be an accurate statement of your annual earnings, and it could be missing some information that you need to file a full tax return.

If you are unable to contact your tax preparer, you can go to www.irs.gov and request a copy of your tax transcript.  You can request returns from multiple tax years.  You can make your request either online or by completing and mailing in Form 4506.

We offer cash advances starting on January 2, 2023 starting at amounts of $250 up to $6000. Your advance can be disbursed in less than 24 hours int he form of direct deposit, a paper check, or Prepaid Discover Card.

View Information Here.

If you can't get your Form W-2 from your employer and you previously attached it to your paper tax return, you can order a copy of the entire return from the IRS for a fee. Complete and mail Form 4506, Request for Copy of Tax Return along with the required fee. Allow 75 calendar days for us to process your request.

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number or Individual Taxpayer Identification Number. The IP PIN is known only to you and the IRS. It helps us verify your identity when you file your electronic or paper tax return.

An employee works in your business and is part of your business. A contractor is running their own business. An independent contractor is a self-employed person or entity contracted to perform work for—or provide services to—another entity as a nonemployee. As a result, independent contractors must pay their own Social Security and Medicare taxes.  For additional information  https://www.irs.gov/businesses/small-businesses-self-employed/independent-contractor-self-employed-or-employee

Due to the nature of our work and the understanding that each client has different needs, fees are discussed with each client personally.  All fees are stated and discussed before any work is conducted.

DMS Financial is here to assist with every aspect of completing your personal tax return.  We have over 25 years of experience in tax preparation. Let’s talk about your taxes, schedule an appointment: https://calendly.com/dmsfinancial

DMS Financial can service clients in all 50 states and in any industry.