Tax Season FAQ’s
Tax Season:
What is the process for having Bloom complete my taxes?
Drop-off
You can bring your tax documents to our office, send them to our encrypted email info@bloomtp.com, or mail to us directly, our staff will then prepare your returns in 14 business days.
OR
In Person or Virtual Appointment
You can call our office to schedule a 15-30 minute review meeting with one of our preparers. For this appointment, we would need your tax documents two weeks prior to the meeting and then we will review your return with you before finalizing it.
Can I schedule an appointment or drop-off my tax information even if I do not have all of my documents yet?
We would prefer it if you would schedule an appointment or drop-off your information once you’ve received all necessary tax documents.
Who will be doing my taxes?
Tracy, Josh, Kyle or Hannah
How long can I schedule an appointment for?
When scheduling a review meeting, the meeting will be 15-30 min.
I am a new client, what do I need to bring to my income tax appointment or to drop-off my tax documents?
You are required to bring a copy of your previous year’s tax return, a copy of the front & back of your driver’s license, social security number(s) for you, your spouse, and any dependents you will be claiming, and all tax documents.
Do I need an appointment to drop-off or pick-up my tax information?
You do not need to schedule an appointment to drop-off your tax information or pick up your completed tax return. You are welcome to come at your convenience during our tax season office hours, 9am – 7pm.
How long does it take for the IRS or NYS to process my refund?
This process could take up to 3 weeks.
Where can I check the status of my federal or NY state refund?
Click here to check the status of your federal refund. https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
Click here to check the status of your New York State refund. https://www8.tax.ny.gov/PRIS/prisStart
I received a notice from the IRS or NYS, what should I do?
Bring a copy of the notice to our office and we will help with any notices or correspondence.
Can Bloom help me with income tax notices from the IRS or NYS if they did not prepare my return?
Yes, be sure to provide all corresponding notices, copy of the tax return, and any related documents. Pricing will be discussed once the issue is reviewed.
