Frequently asked questions

It all began with a simple idea fueled by a deep passion. As a small business, we pride ourselves on personal attention and dedication to every detail. Our approach is rooted in quality and integrity, ensuring that everything we do reflects our commitment to excellence.

📌 Frequently Asked Questions (FAQs) – Tax Preparation Services

1. What documents do I need to bring for tax preparation?

You typically need a government-issued ID, Social Security cards for all individuals on the return, W-2s, 1099s, proof of income, expense receipts, bank interest statements, and any tax-related documentation. Self-employed clients may need income logs, receipts, mileage records, and business expenses.

2. How much do your tax preparation services cost?

Pricing varies depending on the complexity of the return, filing status, number of forms, and additional services required (such as business filings or amendments). We can provide a quote after reviewing your documents.

3. How long does it take to prepare my taxes?

Most individual returns can be completed within the same day once all required documents are provided. More complex or business returns may take additional time.

4. Do you offer virtual or online tax preparation?

Yes, we offer secure virtual tax preparation. Clients can upload documents online, communicate with their preparer remotely, and sign electronically. We also offer mobile and in person.

5. Will I receive my refund faster if I file electronically?

Yes. E-filing with direct deposit is the fastest way to receive your refund.

6. How will I receive my tax refund?

Refunds can be issued via direct deposit, paper check, or prepaid debit card depending on IRS options and your preference.

7. What if I owe taxes?

If you owe taxes, we can help you set up a payment plan, make an estimated payment, or discuss IRS installment agreement options.

8. Can you help with past-due or unfiled tax returns?

Absolutely. We assist with filing previous years’ returns, compliance issues, and resolving IRS notices or letters.

9. Do you prepare business, self-employed, and contractor taxes?

Yes. We prepare returns for individuals, sole proprietors, LLCs, partnerships, and small businesses—including Schedule C, 1099 income, and business expense tracking.

10. What if I receive a letter from the IRS?

Bring it to us! We help interpret IRS notices and advise on the best response or solution.

11. Do you offer audit support?

Yes, we can provide audit assistance and guidance to help you navigate IRS inquiries.

12. Is my personal information kept secure?

Absolutely. We use secure systems and follow strict confidentiality protocols to protect your personal data.

13. Can you help me get the best refund possible?

Yes. Our tax preparers look for every eligible deduction and credit to maximize your refund and ensure accuracy.

14. Do I need an appointment?

yes, to ensure faster service.