FAQ

We work with individuals and businesses of varying industries, including small businesses, entrepreneurs, and other enterprises. Our services are individualized to meet the financial needs of each client. From a small start-up business to a larger corporation, we have you covered.

Our pricing and services vary depending on the specific needs of your business, the complexity of the financial tasks involved, the individual client requirements, and the level of support required. We can provide a quote for anyone interested in our services.

Marianne Borneman EA is the Founder and Chief Tax Advisor of Real Clear Tax Advice from Access Tax Solutions. She will be working with all clients to assist them in the services they require.

Our firm is 100% remote. We can offer services to anyone in the United States.

If one-on-one meetings are required, we have the resources for video conferences, and secure cloud based services to safely transfer documentation to each other.

At any point you can schedule a call with us here. This appointment is a FREE 30 minute call with Marianne Borneman EA. During this call, she will go over the specific needs of each client to assess which services are required, and a plan for moving forward.

Each client should complete an Intake Form prior to their appointment time. You can complete this here.

No. Due to the safety and security of your private documentation, we cannot accept anything through email. We do offer a secure portal for all our clients to safely upload documentation to share with us.

We have how to guide's for many frequently asked questions. You can access them at the bottom of our Clients page here.

There are several deadlines the IRS requires your documentation to be filed. Prior to each deadline, we need ALL of your tax documentation uploaded to your portal, at least 2 weeks prior to each deadline, to ensure that we have enough time to prep and prepare your return for filing. If the documentation is incomplete or not provided in time, we can file an extension for you to allow more time to complete your return. 

REMEMBER - an extension is an extension of TIME to file, not time to pay. If you have any payments due to the IRS, please send your payment in.

Deadlines for 2023 Tax Year:

• 4th quarter estimated taxes - January 16th

• Partnerships & S-Corps - March 15th

• Individuals & C-Corps - April 15th

• Partnership & S-Corp (If Extension Filed)- September 16th

• Individual & C-Corps (If Extension Filed) - October 15th

You can track your federal tax refund status directly from the IRS here. 

Your state refund will vary depending on the state. Here are some helpful links to track your state refund. You will likely need to know the amount of your refund for tracking. You can find copies of your return in our online portal with your refund amount.

• Pennsylvania can be tracked through myPATH here.

• New Jersey can be tracked through The Division of Taxation here.

• Delaware can be tracked through The Delaware Taxpayer Portal here.

• Additional states can be found by using an internet browser and searching for your specific state.

We have how to guide's for many frequently asked questions. You can access them at the bottom of our Clients page here.

• You can check the status of your federal refund here.

• You can make a payment to the IRS here.

• If you owe your state for taxes, please see the payment voucher in our client portal once your taxes are filed.

We have how to guide's for many frequently asked questions. You can access them at the bottom of our Clients page here.

• You can make a payment to the State of Pennsylvania using the myPath website here.

• You can go directly to their website here to obtain your pin or register for one. We also have Step-by-Step instructions in our Client Resource section or you can click here.

If you do not yet have a business or personal account with the City of Philadelphia, you can sign up (or sign in) here. Once you have an account, you can file and pay all taxes online. Examples include BIRT, NPT, School Tax, Real Estate Tax etc.

This saves time and makes accessing and checking the status of any electronically filed city return much easier to navigate.

You can print or download most tax forms directly from the IRS here. If we are completing and filing your taxes with us, we will provide copies of all your filed returns and payment vouchers if a payment is due.

You can file 1099's for free through the Information Returns Intake System (IRIS) Taxpayer Portal. For a full list of returns that can be filed click here. If you do not yet have a Taxpayer Portal Account, you can sign up here. 

Please note that the IRS uses ID.me for online security. You will need to go through the ID.me process to sign up for a Tax Account.