FAQ

Here we answer the most common questions about our services, scheduling, and filing process. If you have any additional questions, feel free to contact us.

About Our Services

What services do you offer?

We help you with the preparation and filing of federal and state tax returns, ITIN application or renewal, EIN application, corrections of previous returns, and tax advisory services for individuals, freelancers, and businesses such as LLCs throughout the USA, except Puerto Rico. We also handle bookkeeping, profit and loss statements (PL), balance sheets (BS), and financial reports. We process procedures related to fiscal and administrative management before federal and state governments. We create and file quarterly tax reports and returns related to FICA and FUTA taxes, sales, use, and others. We create and transmit 1099 NEC and Miscellaneous forms for businesses and independent owners. There are many other services we could provide—contact us.

What type of taxes do you prepare?

We prepare tax returns for individuals (employees, freelancers, residents, and non-residents) as well as for businesses across the USA such as LLCs, Corporations, Partnerships, Foundations, and Estates, except for Puerto Rico. This includes federal, state, amended, and out-of-season returns. We also work with those who use an ITIN and need full guidance in Spanish. We are Certified Acceptance Agents (CAA) – IRS, which allows us to process your ITIN without you having to send original documents to the IRS (exceptions apply for dependents), even if you are outside the United States.

Can I file taxes even if I don’t live in the USA?

Yes. You can be outside the country and still be required to file. Our service is 100% online, ideal for residents and non-residents throughout the USA, except for Puerto Rico. You can file taxes year-round, even if you missed the legal deadlines—April 15 for individuals and C Corps, March 15 for S Corps and partnerships. We can also file extensions if you are not ready, helping you avoid fines, penalties, and interest. This way, you can extend the filing deadline until September 1 and October 15, respectively. If it is necessary to make a correction to a return due to errors or omissions, we can also assist you. This applies to any type of return, regardless of the tax year.

Can you help me if I’m self-employed or have an LLC?

Of course, it’s our specialty. There are 30.2 million small businesses in the United States, according to the Small Business Administration (SBA). Small businesses make up 99.9% of all U.S. companies. We work with freelancers, contractors, and small businesses. We help you with your tax return and also with obtaining your EIN if you need it. In particular, we help you pay your self-employment tax fairly. We often see new clients who have had negative experiences with other preparers and tax firms, resulting in them paying large amounts simply because the business expense deduction process was not completed. We help you carefully review your taxes from the past 3 years and claim any refunds you may be entitled to.

Do you only offer tax filing or do you also provide consulting?

Both. You can schedule an appointment just to resolve questions or for us to handle the entire process for you, including filing taxes with the IRS and your state of residence. In exceptional cases, we could handle special situations such as high debt resolution, relief for affected spouses, back taxes, or other complications. Contact us and ask.

Can I use the service if I don’t have an SSN?

Yes. We can help you apply for your ITIN and prepare your return even if you don’t have a Social Security Number. Although it may seem unusual, it is very common to find people who have lived in the USA for many years and have never filed any kind of taxes — but there is always a first time, sooner or later, and we can help a lot. The same applies to people who live abroad and want to do business or invest in the USA. We can guide you step by step so you can get your ITIN and make your dreams in the USA come true.

About Appointments and Virtual Meeting

Do you offer a free meeting for questions?

Yes. You can schedule a free virtual meeting of up to 15 minutesideal if you have questions before starting a service. This meeting is for informational purposes only and is not used to carry out processes, review documents, or prepare returns.

What type of meetings are paid?

Paid meetings correspond to specific services such as tax preparation, ITIN or EIN applications, accounting, business consulting, among others. Each service has a different duration and rate, and you can see the details when scheduling. Likewise, if after the initial 15 free minutes you need more time to clarify your questions, we charge US$90 for every additional 15 minutes or fraction thereof.

How do I schedule an appointment?

Here on our website, look for the "Schedule Virtual Meeting" button. You just need to select the service you need, choose the date and time to confirm. Appointments are available Monday to Friday from 6 am to 5 pm Los Angeles, California time. If you would like to contact us directly, you can email us at contacto@mytaxonline.us or via WhatsApp at +1 (949) 371-1668.

What happens if I need help after the free meeting or the meeting for a service?

Once a service has been provided or follow-up to an initial meeting is required, we are available by email at contacto@mytaxonline.us or via WhatsApp at +1 (949) 371-1668. We will always be attentive to your needs.

About Payment Methods and Security

How do I pay for my virtual meeting appointment?

The booking of your virtual meeting is done directly on our scheduling platform, and the payment is processed securely with a debit or credit card through any of the available options.

What payment methods do you accept for additional services?

After your appointment, if you need to hire additional services (such as ITIN, EIN, corrections, or other procedures), you can make the payment through:

  • Square
  • Payoneer
  • SecureFilePro (our secure document management platform)
  • PayPal
  • Zelle
  • Venmo
  • Entre otras

Is it safe to make payments online?

Yes. All payments are processed through recognized and secure platforms, with data encryption and protection of your personal and financial information.

Can I pay from outside the USA?

Yes. We accept international payments through PayPal, Payoneer, Secure File Pro, among others, which allows you to hire our services from any country.

About ITIN, EIN, and Other Procedures

Can I get an ITIN with you?

Obtaining an ITIN remotely is one of the most requested services by our clients inside and outside the USA, mainly freelancers, authors, content creators who do business online and sell products on e-commerce platforms such as Amazon, E-Bay, Shopify, among others.

The ITIN is required to carry out actions before the IRS and state entities. There are different ways to obtain the ITIN, but most require that a tax return be filed and the ITIN application be submitted at the same time. The ITIN can be processed directly in person at a specialized IRS office or through a Certified Acceptance Agent (CAA). There are exceptions to obtaining the ITIN without filing a tax return, for example: some partners of already established companies could be exempt from filing a return to obtain the ITIN. The IRS needs to establish the applicant’s foreign status and identity. The best way to prove this dual condition is through the applicant’s valid passport (stand-alone document). If you have a valid passport, you do not need anything else, but it could also be done through the combination of other documents such as birth certificates, voter IDs, driver’s licenses, consular registrations, etc. As Certified Acceptance Agents, you will never have to present your original documents or send them by mail to the IRS; we review and certify them so you don’t have to deal with the government, and we do it, preferably, online. Write to us so we can help you. Take advantage of the 15-minute free consultation.

Do you help me apply for the EIN?

Yes. If you are a freelancer, contractor, or have an LLC, we handle the EIN application process with the IRS entirely online. It is a process that is usually immediate, but it could become complicated, requiring additional procedures and processing via physical mail or fax. Normally, to reach the EIN application stage, you must have gone through the creation of the company, the creation of a DBA (doing business as), and obtained an ITIN. We can help you with everything. Write to us and tell us about your specific case.

Can I file taxes using my ITIN?

Yes, that is the reason for obtaining an ITIN—to file tax returns and reports. We help you with the application or renewal of the ITIN and also guide you on how to file correctly with it. The ITIN (Individual Taxpayer Identification Number) is widely used by foreigners in the USA, especially those who are not eligible for a Social Security Number (SSN) but still have tax obligations.

Some Key Concepts

What is the ITIN?

The ITIN (Individual Taxpayer Identification Number) is a tax identification number issued by the Internal Revenue Service (IRS) of the United States. This number is intended for individuals who need to comply with U.S. tax laws but are not eligible to obtain a Social Security Number (SSN).

The ITIN is mainly used for:

  1. Filing federal taxes:People who do not have an SSN but are required to file taxes in the USA use it to comply with their tax obligations.
  2. Opening bank accounts:Some financial institutions allow opening accounts using an ITIN and an EIN.
  3. Accessing other services related to taxes and immigration:Such as tax refunds, tax credits, proof of address, tax return filing, etc.

It is important to note that the ITIN does not authorize you to work in the United States nor does it provide immigration status.

What is the EIN?

The EIN (Employer Identification Number) is a tax identification number issued by the Internal Revenue Service (IRS) of the United States to companies, organizations, and entities for tax identification purposes. It is also known as the employer identification number or tax registration number..

This number is necessary to carry out activities such as:

  • Filing federal and state taxes.
  • Hiring employees and making payroll tax payments.
  • Opening bank accounts in the name of the company.
  • Applying for business licenses or permits.

In summary, the EIN is equivalent to a Social Security Number but for legal entities such as companies, corporations, associations, or foundations.

What is a federal tax return?

A federal tax return is a document that individuals or businesses must file annually with the Internal Revenue Service (IRS) in the United States, in which they report their income, deductions, tax credits, and other financial details. The purpose of this return is to determine whether the person or entity has paid the correct amount of taxes during the year, whether they owe money to the government, or whether they will receive a refund.

Taxpayers must complete specific forms depending on their situation, such as Form 1040 for individuals or Form 1120 for corporations. These forms include:

  • IncomeAll income received during the year, such as salaries, self-employment income, interest, dividends, capital gains, etc.
  • DeductionsAllowed expenses that can reduce the amount of income on which taxes are calculated. These may include items such as medical expenses, mortgage interest, and charitable donations.
  • Tax credits:Directly reduce the amount of taxes owed. Examples include the child tax credit or the education credit.

The deadline to file the federal tax return is generally April 15 of the year following the one the return refers to, although an extension can be requested.

If less tax has been paid than what is actually owed, the taxpayer must pay the difference to the IRS. If more has been paid, a refund may be issued..

What is a state tax return?

Due to its federal organization, all individuals and entities with ties to the USA are required to file tax returns at two levels: Federal and State. States have their own income tax, and the rate varies depending on the state. Some states, such as Texas or Florida, do not charge state income tax. Local taxes: In some cities, such as New York, local income taxes also apply. In others, such as California, many businesses must pay quarterly sales or use taxes for roads and infrastructure. Some states also require an additional tax return. If you lived or worked in a specific state, you might need to file there in addition to filing at the federal level. Contact us about your specific situation.

What is an amended return?

Generally, an amended return allows you to correct your filing status, income, or add deductions and credits that you may have omitted.. Reasons to amend your tax return include:

File an amended tax return if there is a change in your:

  • Filing status
  • Income
  • Deductions
  • Credits
  • Dependents
  • Tax liability

What does it mean to file out of season?

It means filing your tax return after the deadline (usually April 16 onward for individuals). You can still do it, although interest or penalties may apply if you owed taxes. The best way to avoid penalties (though not the interest created by the debt) is to submit a tax extension until the deadline. Sometimes, people need to REDO their taxes from 5, 10, or more years ago to meet immigration adjustment requirements, and yes, it is possible, and we can help.

What is a freelancer or independent contractor?

Alguien que trabaja por cuenta propia (por ejemplo: diseñador, transportista, creador de contenido, etc.) y que no se ha constituido en empresa a través de artículos de organización o estatutos (excepción LLC de 1 solo miembro). La principal diferencia entre un contratista y un empleado radica en el control y la relación con la empresa. Un empleado trabaja bajo la dirección y supervisión del empleador, mientras que un contratista independiente ofrece sus servicios de forma autónoma, con mayor control sobre cómo realiza su trabajo. Este tipo de ingresos son reportados ante el IRS a través de la forma 1040/1040NR y el modulo de propietarios independientes (Schedule C). Los ingresos generados durante el año fiscal están sujetos a pago trimestral anticipado de impuesto del autoempleo (no aplica para No Residentes). El contratista recibe las formas 1099 Nec, Misc o K al final de Enero de cada año. Dependiendo de circunstancias especificas, es posible que sea necesario realizar declaraciones de impuestos en USA. Es importante consultar tu caso particular. Escríbenos y te ayudaremos a comprender tu situación.

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