Frequently Asked Questions

We prepare a variety of returns including personal (Form 1040), business (S-Corp and Partnership), trust, and estate returns. We also offer bookkeeping, payroll and business consulting services.

Fees are typically based on the complexity of the return and the time expended. We can provide an estimate after reviewing your prior year's tax return and current needs.

We have Enrolled Agents (EAs) who are qualified to represent clients in all tax matters before the IRS.

Yes, we routinely prepare tax returns for all U.S. states and localities.

We provide services and support year-round.

We work with clients remotely and

in person.

• The remote clients will fill out the information sheet on our website then upload documents through our secure portal. **Please note first year clients or if you skipped a year we require a copy of your prior year tax return.
• The clients that come into the office will bring current years tax documents and fill out a new information sheet.

Turnaround time once all the documents are submitted i s typically 5-7 business days. (These times will vary depending on how busy we are.)

Common documents include W-2s, 1099s (NEC, MISC, INT, DIV, etc), SSA (social security), K-1s, 1098s (mortgage interest, education), records of estimated tax payments, and documentation of any expenses or deductions.

Yes, the IRS requires us to send returns in this format. This generally results in faster refund processing.

The IRS recommends keeping most tax records for at least 7 years. Some documents, like those related to property need to be kept longer.

 A tax deduction reduces your taxable income, while a tax credit directly reduces the amount of tax you owe, dollar-for-dollar.

You should still file your return on time and pay as much as you can. You can contact the IRS to discuss payment options. **Please note that an extension is not an extension of time to pay, IRS still wants the payment timely.

Yes, we can file multiple years of back taxes. We can obtain transcripts from the IRS using a Power of Attorney to determine past filing requirements and income information. This service does require an advance payment or retainer.