Question 1

Why should I use ARI TAX and Financial Services?

Accepted Answer

Our clients come to us because they know we are reliable and capable of providing the best tax preparation service available. We provide fast, accurate income tax preparation services for busy singles and families on the go. This includes federal, state, and local income tax preparation services.

Question 2

How do I notify the IRS my address has changed?

Accepted Answer

Tell us in person or by telephone. We'll need you to verify your identity and the address we have on file for you. Please have ready your:
full name
new address
old address
date of birth
social security number, ITIN or EIN
We may request additional information to verify your identity.
Use Form 8822, Change of Address or Form 8822-B, Change of Address or Responsible Party - Business
Use your new address when you file
Send us a signed written statement with your:
full name
old address
new address
social security number, ITIN, or EIN
Mail your signed statement to the address where you filed your last return.

Question 3

Do you offer audit protection?

Accepted Answer

Yes. We offer all clients Protection Plus. It provides taxpayers and tax professionals with industry-leading audit assistance services, including tax fraud assistance, tax debt relief, taxpayer ID assistance, and more.

Question 4

Do you offer advances and how does it work?

Accepted Answer

Yes, we offer cash advances up to $6,000 upon approval. We have two types: Pre-season (1/2-1/26) before the IRS acknowledges the return & Post-season (1/27-2/28) after the IRS acknowledges the return. Clients receive approvals within 24 hours. Loans are disbursed via check, direct deposit or pre-paid cards only.

(Disclosure: Return is filed regardless of approval status.)

Question 5

How much do you charge for your services?

Accepted Answer

Our services are based on the intricacy of the work being performed and the experience level of the staff performing the work. Rate may vary depending on the nature of work. Estimates are provided for each client.

Question 6

Is there an age limit on claiming my child as a dependent?

Accepted Answer

To claim your child as your dependent, your child must meet either the qualifying child test or the qualifying relative test:
To meet the qualifying child test, your child must be younger than you and either younger than 19 years old or be a "student" younger than 24 years old as of the end of the calendar year.
There's no age limit if your child is "permanently and totally disabled" or meets the qualifying relative test.
In addition to meeting the qualifying child or qualifying relative test, you can claim that person as a dependent only if these three tests are met:
Dependent taxpayer test
Citizen or resident test, and
Joint return test

Question 7

My Spouse and I are filing separate returns. How do we split our itemized deductions?

Accepted Answer

If you and your spouse file separate returns and one of you itemizes deductions, the other spouse must also itemize, because in this case, the standard deduction amount is zero for the non-itemizing spouse.
You may be able to claim itemized deductions on a separate return for certain expenses that you paid separately or jointly with your spouse.
When paid from separate funds, expenses are deductible only by the spouse who pays them.
For example, if otherwise deductible medical expenses are paid from an account owned by one of the spouses or in a community property state from an account that's the separate property of one of the spouses under the laws of that state, only that spouse may claim a deduction for the expenditure.
When expenses are paid from funds owned by both spouses, such as from a joint checking account or accounts considered community property under the laws of the state in which the spouses reside, you should generally split the deduction between you and your spouse.
For example, if amounts are paid from a joint checking account for interest on a residence both you and your spouse own, you would each deduct half of the mortgage interest paid on your separate returns.
However, if only one of you is eligible for a deduction for an expense (for example, real estate taxes on a property owned only by the eligible spouse), only the spouse who is eligible for the deduction is allowed to claim it, even if the expense is paid from joint funds. Each spouse must maintain records documenting who is considered to have paid the expense.

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