Filing for 2024 Taxes
Sign Up for 2024 Taxes
Welcome to our tax preparation service! We're excited to have you work with our experienced tax expert, Phil, to prepare your tax return. Getting started is easy, and we'll guide you through a hassle-free process to ensure your taxes are filed accurately and on time. Let's get started!
How it works
Complete your Tax Return in 6 Easy Steps
Sign up to have Centennial Advisors prepare your 2024 tax return in 6 easy steps. We'll guide you through uploading documents, reviewing your return and payment. Below, we've outlined the simple steps to get started. If you have questions or need assistance with confirmation emails, contact us below.
Start Here
Sign up using the form above.
You will receive a confirmation email with next steps within 24 hours.
*If you do not see this email, please look in your spam folder.
Portal Setup
You will click “View Message” in your confirmation email to begin setting up your tax portal account.
If you already have a tax portal, you can sign in here.
Upload Documents
Upload your documents to the tax portal. You don’t have to have everything to get started. You can upload them as the become available to you.
*No scanner? We'll scan your documents at one of our offices during business hours.
Keep An Eye Out
Keep an eye out on your email the next few weeks.
Whenever Phil has questions, needs additional information or your tax return is ready, he will reach out to you via email and you will receive a notification in your tax portal.
Time to Review
You will receive an email and a notification in your tax portal letting you know it’s time to review your return.
Upon review, if everything looks good, you will approve it and move to step 6.
Payment
Once your tax return is approved, payment will be due immediately online through the tax portal.
*Checks are NOT accepted.
Your questions, answered. Still have more? We'd love to hear from you!
Ask Phil a QuestionDid you receive my tax documents?
Answer
You will get a message in your tax portal upon receipt of your documents.
What type of documents do you need?
Answer
- 1099-INT (Interest income)
- 1099-DIV (Dividends/Capital Gains)
- 1099-SSA (Social Security Income)
- Schedule E (Rent and Royalty income)
- Schedule F (Farm Income)
- W-2 (Wage Income)
- W-2G (Gambling Income)
- 1099-R (IRA/Pension distributions, Roth Conversions)
- 1099-MISC (Outside Income)
- 1099-NEC (Outside Income)
- 1099-G (state sourced income)
- K1 (Outside Investments of partnerships or corps)
- If your mortgage interest, charitable contributions and taxes (max $10k) exceed $14,600 (single) or $29,200 (married) or if over 65 $16,550 (single) or $33,100 (married) - upload these documents.
- If you made estimated tax payments, upload these receipts (date and amount)
- if you got a new drivers license - upload please
- if you have rental property, small business or farm - upload year end income statement
- College expenses paid - upload detail
- Childcare expenses - upload detail
- Purchase of electric vehicle - upload detail
Is my tax return complete yet?
Answer
Check your tax portal for any outstanding questions and a copy of your tax draft, if no tax draft, your return is still in process.
How do I pay for my 2024 taxes?
Answer
No checks will be accepted in 2025. You can pay by credit or debit card or it will be taken from your tax refund, if available. Please upload your card information in your tax portal. No return will be filed until paid.
Why am I being asked for a current ID?
Answer
IRS requires we have a current ID on file to electronically transmit your return.
Why am I being asked if I bought or sold digital assets to have a foreign account?
Answer
These are required IRS questions that the tax preparer must ask.
How long must I keep my tax returns for?
Answer
IRS recommends you keep at least 6 years of past tax records.
What is the tax deadline?
Answer
The regular tax deadline is April 15, 2025. If your return is extended, the deadline is October 15, 2025.
I have K1 Investments - will my return be extended?
Answer
Yes, these final documents are not available until summer or fall.
I haven't heard anything - what is the status?
Answer
Check your tax portal for any outstanding questions and a copy of your tax draft, if no tax draft, your return is still in process.
Is the tax organizer required to fill out?
Answer
No, the tax organizer is optional and is there to help you.
Do I have to upload my centennial investment tax forms?
Answer
Although not required, we do encourage you to upload all tax documents as we are not notified when custodians revise their tax forms.
Phil is so handsome - Is he married?
Answer
Yes, Phil is happily married