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"Getting help with finances can be intimidating. Chandra helped me feel more confident about my finances and made the process easy"

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FAQs - Taxes

Can I get a copy of my W2, wage and statement from the IRS?

es, but an actual copy of your form W2 is only available if you submitted it with a paper tax return:

How can I reduce my tax bill?

There are several ways to control your tax bill through deductions and credits. Tax deductions allow you to reduce your taxable income, and tax credits allow you to directly reduce your tax liability. Talking with a tax professional can help you identify what you are eligible to claim and ways to reduce your tax bill.

When will I receive my refund?

To process your refund, it usually takes: Up to 21 days for an e-filed return. 4 weeks or more for amended returns and returns sent by mail.

FAQs - Insurance

Why do I Need life insurance?

Life insurance provides financial protection for loved ones in the event of the policyholder’s death. It can cover funeral expenses, replace lost income, and settle outstanding debts.

How do I purchase auto insurance?

One of the easiest ways to shop for auto insurance is through an independent insurance agent, who will work with you to understand your coverage needs. Your independent agent works with many insurance carriers and can provide several car insurance quotes for you to consider. When choosing auto insurance, it’s important to consider the coverage offered, price quoted and strength and reliability of the insurance company.

What factors determine Insurance premium?

Several factors influence insurance premiums, including age, gender, location, coverage type, deductible amount, and the policyholder’s history, such as driving or health history

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