Question 1

What documents do I need to file my taxes?

Accepted Answer

For most individual returns, you'll need your W-2s from employers, 1099 forms for freelance or investment income, mortgage interest statements (Form 1098), records of charitable donations, medical expenses, and your prior year's tax return. We'll send you a personalized checklist after your initial consultation so nothing gets missed.

Question 2

How long does it take to prepare my tax return?

Accepted Answer

Most individual returns are completed within 3-5 business days after we receive all your documents. More complex returns involving multiple income sources, rental properties, or investment portfolios may take 5-7 business days. We'll give you a timeline during your initial consultation.

Question 3

What if I haven't filed taxes in several years?

Accepted Answer

Don't worry — this is more common than you think, and we specialize in helping people get caught up. We'll review your situation, file all missing returns, and work with the IRS to resolve any penalties or balances. Our IRS experience means we know exactly how to handle back-filing efficiently.

Question 4

Can you help if I received an IRS notice or audit letter?

Accepted Answer

Absolutely. With 31+ years of IRS experience, we know exactly how audits and notices work from the inside. We'll review the notice, explain what it means in plain English, prepare your response, and represent you before the IRS if needed. Most notices can be resolved without an in-person audit.

Question 5

Do I need to come to your office, or can we work remotely?

Accepted Answer

We offer both! You can meet with us in person or work entirely virtually. Most of our clients use our secure document upload portal and video consultations. We serve clients locally and nationwide — wherever you are, we can help.

Question 6

How much do you charge for individual tax preparation?

Accepted Answer

Our fees depend on the complexity of your return. A straightforward W-2 return starts at a competitive rate, while returns with business income, investments, or rental properties are priced based on the work involved. We always provide a clear quote before starting so there are no surprises.

Question 7

What's the difference between an Enrolled Agent and a CPA?

Accepted Answer

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has demonstrated technical competence in taxation and is licensed by the IRS. Unlike CPAs who cover broader accounting, EAs specialize exclusively in taxation and have unlimited rights to represent taxpayers before the IRS at all levels.

Question 8

Can you help me plan ahead to reduce my taxes next year?

Accepted Answer

Yes! Tax planning is one of our most valuable services. We don't just file your return and disappear — we analyze your situation and provide actionable strategies for reducing your tax burden throughout the year. The best time to start planning is right after this year's return is filed.

Question 9

What type of business entity is best for my situation?

Accepted Answer

The right entity type (LLC, S-Corp, C-Corp, sole proprietorship) depends on your income level, growth plans, liability concerns, and tax goals. We'll analyze your specific situation and recommend the structure that minimizes your tax burden while providing appropriate legal protection.

Question 10

Do you handle payroll tax issues?

Accepted Answer

Yes, we handle all payroll tax matters including compliance, filing, and resolving payroll tax problems with the IRS. Payroll tax issues are taken very seriously by the IRS, so timely and accurate handling is critical. We ensure your business stays compliant and help resolve any existing issues.

Question 11

Can you help with quarterly estimated tax payments?

Accepted Answer

Absolutely. We calculate your quarterly estimated taxes based on your projected income and help you set up a payment schedule so you never face underpayment penalties. We'll adjust your estimates throughout the year as your income changes.

Question 12

What business deductions might I be missing?

Accepted Answer

Many business owners miss deductions for home office expenses, vehicle use, professional development, health insurance premiums, retirement contributions, equipment depreciation, and business travel. During our review, we systematically check for every applicable deduction to minimize your tax liability.

Question 13

I'm being audited for my business taxes. Can you help?

Accepted Answer

This is one of our core specialties. With our extensive IRS background, we understand exactly how business audits are conducted. We'll review your records, prepare your documentation, identify potential issues before the IRS does, and represent you throughout the entire audit process.

Question 14

Do you work with businesses in specific industries?

Accepted Answer

We work with businesses across all industries, with particular expertise in service-based businesses, contractors, real estate professionals, and e-commerce sellers. Regardless of your industry, we understand the unique tax challenges businesses face and tailor our approach to your specific needs.

Question 15

Can you help me clean up messy bookkeeping?

Accepted Answer

Yes. We frequently help business owners organize and correct their financial records. Clean books are essential for accurate tax filing and business decision-making. We'll work with you to get your records in order and set up systems to keep them organized going forward.

Question 16

What's the deadline for filing business taxes?

Accepted Answer

Deadlines vary by entity type: S-Corps and partnerships (Form 1065, 1120-S) are due March 15, while C-Corps (Form 1120) and sole proprietors (Schedule C with 1040) are due April 15. Extensions are available for all entity types, giving you an additional 6 months. We recommend filing on time whenever possible to avoid penalties.

Frequently Asked Questions

Individual Tax Questions

Business Tax Questions

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