Frequently Asked Questions
What should I bring to the Liberty Tax® office?
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
- Name
- Date of Birth
- Social Security Card /ITIN/ATIN
- Last Year's Tax Return
- Valid Driver's License
INCOME AND TAX INFORMATION:
- W-2's
- Interest (1099-INT or substitute)
- Dividend Slips (1099-DIV or substitute)
- Stock Sales (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Sale of a Personal Residence
- Rental Income and Expenses
- Sale of any Business Assets
- Gambling or Lottery Winnings
- State Income Tax Refund
- Pension Income (1099-R)
- Estimated Taxes Paid
- Social Security or Railroad Retirement
- IRA or 401(k) Distribution
- Unemployment Compensation
- Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS:
- Medical Expenses
- Real Estate or Personal Property Taxes
- Mortgage Interest
- Charitable Contributions
- Employee Business Expenses
- Gambling Losses
- Moving Expenses
- Traditional IRA Contributions
- Higher Education Expenses
- Educator Expenses
- Student Loan Interest
TAX CREDITS:
- Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
- Adoption Expenses
- Retirement Savings Contributions
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How do I find the closest Liberty Tax Service office?
Dial 866-871-1040 to talk directly with the Liberty Tax professional nearest to you.
Or use our income tax preparation location locator to find the nearest Liberty Tax office.
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What are the operating hours of Liberty offices?
During tax season, most offices are open seven days a week. Offices in malls are open the same hours as the mall, while most other offices are open 9 a.m. - 9 p.m. Monday through Friday, 9 a.m - 5 p.m. Saturday and 12 p.m. - 5 p.m. on Sunday. Additionally, Liberty maintains year-round offices and help after tax season for your convenience.
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Why should I choose Liberty Tax Service to do my taxes?
Are you one of nearly half of all American taxpayers overpaying the IRS? Could you be repeating the same mistakes or overlooking deductions year after year? Liberty's tax professionals thoroughly examine each customer's tax situation to get every deduction, credit, and tax advantage possible. We pledge quality tax preparation coupled with premier customer service at each location.
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Does Liberty offer e-file?
Yes, we do. Liberty offers e-file and free direct deposit for refunds directly sent to the customer's bank account.
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What services and guarantees does Liberty offer?
Sometimes the best things in life are free! Free tax advice may prove invaluable, and it's available just by calling or stopping by the closest Liberty office. Did you, or someone else, prepare your tax return last year? We'll check it free. Additionally, if the IRS audits any of our customers, we will accompany the customer to the audit free of charge. If an error is made in the preparation of the customer's return that results in a cost of interest or penalty, we will pay that interest and penalty.
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Does Liberty offer tax education courses to help me prepare my own tax return?
Yes, Liberty offers tuition-free tax education courses with a minimal book and supply charge every fall, and a free week-long Rapid Class every January. After completing the class, students can apply for work at Liberty as tax preparers.
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Does Liberty offer franchise opportunities?
Ready to find out more about opportunities with the fastest growing international tax service ever? We're building the number one franchise team in the tax industry! Liberty Tax Service has over 4,000 offices currently operating in the United States and Canada. It's a great time to be at Liberty!
Learn more about owning a tax franchise with Liberty Tax.
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