JDT-2026 ๐Ÿ“ž 301 820 0034 ๐Ÿ“ Upper Marlboro, MD
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FAQ โ€ข JDavila Tax Services
Common Questions

Frequently Asked Questions

Common questions about our services, appointments, and what to expect. Don't see your question? Contact us and we'll help.

General Questions
Do I need an appointment?
Yes, all services are by appointment only. Walk-ins are not guaranteed. Book ahead so we can prepare the correct checklist for your situation.
How do I schedule an appointment?
Use our contact form or call us at 301 820 0034. Include the service you need (personal taxes, business, Tax ID, notary, MVA) and your preferred availability.
Where are you located?
We're located at 420 Kettering Dr, Upper Marlboro, MD 20774. Services are provided in-office by appointment.
What are your hours?
We operate by appointment only. Contact us to discuss availability that works with your schedule.
How long does an appointment take?
Most appointments take 30-60 minutes depending on complexity. Simple returns may be faster, while business filings or complex situations may require additional time.
Tax Preparation
What documents do I need to bring for personal taxes?
Required: Photo ID, Social Security cards (or ITIN), W-2 and 1099 forms, last year's tax return (if available).
If applicable: Dependent information, childcare expenses, education forms (1098-T, 1098-E), health coverage forms (1095-A, B, or C), mortgage interest statements.
What about business tax preparation?
Bring your business income records (invoices, bank statements), expense receipts, mileage logs, business information (EIN, entity type), and previous year's business return if available. We help with Schedule C and general small business documentation.
Can you help with amended returns?
Yes, we can assist with amended returns (Form 1040-X). Bring your original return and documentation showing what needs to be corrected.
Do you e-file returns?
Yes, we support electronic filing when applicable. We'll discuss the best filing method during your appointment.
What if I'm missing documents?
That's okay! We can guide you on requesting missing documents from employers or the IRS. We'll let you know what's essential versus what can be obtained after your appointment.
Can I file if I don't have an SSN?
If you have an ITIN (Individual Taxpayer Identification Number) or are eligible to apply for one, we can help with the preparation process. Bring documentation related to your ITIN application or current ITIN.
Tax ID Assistance
What is Tax ID assistance?
We help prepare and organize information needed for Tax ID-related requests, including guidance on EIN (Employer Identification Number) applications and ITIN-related documentation preparation.
Do I need an EIN for my business?
Most businesses need an EIN, especially if you have employees, operate as a partnership or corporation, or file employment or excise tax returns. We can help you determine if you need one and assist with the application.
How long does it take to get a Tax ID?
EINs can be obtained immediately online or by mail (4-6 weeks). ITIN applications typically take 7-11 weeks to process through the IRS. We'll help you prepare the necessary documentation.
Notary Services
What is notary service?
A notary public witnesses document signatures and verifies signer identity. Common documents include affidavits, power of attorney forms, real estate documents, and legal declarations.
What do I need for notarization?
Bring a valid, government-issued photo ID (driver's license, passport, state ID) and your unsigned documents. Important: Do not sign documents until instructed by the notary.
Can you notarize any document?
Most standard documents can be notarized. Some specialized documents may have specific requirements. Contact us if you have questions about a specific document type.
Do I need an appointment for notary services?
Yes, all services including notary are by appointment only. This ensures we have time dedicated for your needs.
MVA Help
What MVA services do you offer?
We provide guidance with MVA forms and documentation preparation. This includes help understanding requirements and organizing paperwork for various MVA transactions.
Can you complete MVA transactions?
We help with preparation and documentation. Actual MVA transactions (registration, titles, licenses) must be completed at an MVA office. We make sure you have what you need before you go.
What documents are typically needed for MVA?
Requirements vary by transaction. Common items include photo ID, proof of Maryland residency, vehicle documentation, and insurance information. We'll help you determine what's needed for your specific situation.
Payment & Fees
How much do services cost?
Service fees vary based on complexity and service type. We'll discuss pricing during your appointment based on your specific needs. Contact us for a general estimate for your situation.
What payment methods do you accept?
We accept cash, check, and major credit/debit cards. Payment is typically due at the time of service.
Do you offer refund advances?
We focus on accurate preparation and filing. For questions about refund timing or advance options, we can discuss this during your appointment.
Is there a fee for consultations?
Initial appointment requests are free to schedule. Service fees apply when work is performed. We'll clarify all costs before beginning any paid work.
Returns & Follow-Up
How long until I get my refund?
E-filed returns with direct deposit typically process in 2-3 weeks. Paper returns take 6-8 weeks. The IRS "Where's My Refund" tool provides specific tracking for your return.
What if I get a letter from the IRS?
Bring the letter to us (or contact us) and we'll help you understand what's needed. Many IRS letters are routine requests for additional information or clarification.
Do you provide copies of my return?
Yes, you'll receive a copy of your completed return. Keep it in a safe place for your records and bring it to next year's appointment.
Can I come back with questions after filing?
Absolutely! We're here to help even after your return is filed. Schedule a follow-up appointment or contact us with any questions.
Still Have Questions?
Don't see your question answered here? Contact us and we'll provide the information you need.