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Ask Jill - FAQ's

Individual FAQ's

Q. I filed my tax return, now where is my refund?

Q. I owe the IRS, but not sure how much and/or I cannot pay in full. What should I do?

Q. I received an IRS notice - what now?

Q. I received a gift from my parents this year, do I have to pay taxes? 

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

Q. You can withdraw retirement funds without incurring the 10% penalty for early withdrawals made before age 59 ½ if one of the following applies:

Q. What are I-Bonds and is it a good investment for you?

Q. Is your Money Safe in the Bank? FDIC Insurance limits explained!

Business FAQ's

Q. Should I buy or lease a vehicle for my business?

Q. What if I purchase an electric vehicle?

Q. I want to start a new business, what is my first step?

Q. How do you determine if a worker is an employee or an independent contractor?

Q.Did you receive an SBA EIDL Loan?

Q.Out of State Sales & Sales Tax

Q.2025 Retirement Contribution Options & Limits

Q. Paying Your kids

Q. Self – Rental

Q. How do I pay myself from my business?

Q. How does One Big Beautiful Bill impact small businesses?

Q. Selling your Primary Residence & Tax Implications

Q. How Social Security is Calculated?

Q. Do I need to file a tax return?

Q. Do I Itemize my Deductions or take the Standard Deduction?

Q. Are my medical expenses deductible?

Q. What happens if your loved one passes away with their tax filing requirements?

Q. Adding your children on the deed of parent’s homes.

Q. How do I write off my home office?

Q. Energy Efficient Home Improvement Credit

Q. How does One Big Beautiful Bill benefit individuals?

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