Frequently Asked Questions
(Everything you need to know before working with us)
1. What types of tax returns do you prepare?
We specialize in individual tax returns, from simple W-2 filings to complex tax situations. This includes freelancers, self-proprietors, multistate households, investors, landlords, and taxpayers with foreign or digital-asset income.
2. I’m self-employed. Can you help with that?
Absolutely. Supporting self-proprietors and freelancers is one of our core strengths.
We guide you through:
- Record-keeping
- Business expense tracking
- Home office & vehicle deductions
- Quarterly estimated taxes
- Self-employed retirement plans
We help you stay compliant and maximize deductions—without the overwhelm.
3. What makes your service different from DIY tax software?
Software fills in boxes. We look at your entire financial picture.
With us, you get:
- Personalized guidance
- Real answers to your questions
- Year-round support
- Strategies to reduce your taxable income
You’re not just checking boxes—you’re making smart money decisions.
4. Can you handle stock options, rental income, crypto, or K-1s?
Yes! We work with complex returns every day, including:
- RSUs & stock options
- Rental property & depreciation
- Cryptocurrency transactions
- K-1s from partnerships, S-corps, or trusts
- Foreign income
- Multistate tax situations
If your tax life feels “messy,” we can help organize and optimize it.
5. Are you licensed to work in my state?
Yes. As Enrolled Agents, we’re federally licensed to serve taxpayers in all 50 states and every U.S. territory, including U.S. citizens living abroad.
6. Do we have to meet in person?
Not at all. Most clients work with us fully remotely through secure uploads, email, video calls, and phone. It’s fast, easy, and completely flexible.
In-person appointments may be available depending on location.
7. What documents do I need to get started?
Once you sign up, we’ll send a customized checklist based on your situation. Common items include:
- W-2s, 1099s, and investment documents
- Business income & expenses
- Rental property statements
- Home office details
- Crypto summaries
- Prior-year returns
No guessing—we make it simple.
8. Can you help me lower my taxes?
Yes. Beyond preparing your return, we offer strategies to legally reduce your tax burden, such as:
- Retirement contributions
- Business deductions
- Optimizing timing of income/expenses
- Depreciation planning
- Year-round tax tips
We help you keep more of your money—not just this year, but every year.
9. What if I get a letter from the IRS or State?
We help you understand what the notice means and what to do next.
For audits or complex issues, we partner with trusted audit-resolution specialists who can assist you with:
- Responding to IRS or State letters
- Organizing documents
- Back taxes & payment plans
- Offers in Compromise
- Penalty reduction
You’re not alone—we’ve got your back.
10. I’m behind on taxes. Can you help me catch up?
Yes. We help clients file past-due returns, set up payment plans, and explore relief programs. No judgment—just a clear path forward.
11. How much does it cost?
Pricing depends on your tax complexity. We’ll give you a clear, upfront quote before we begin—no hidden fees, no surprises.
12. How long does the tax preparation process take?
Most returns are completed within 5–10 business days after receiving all documents. More complex cases (multiple states, K-1s, crypto, etc.) may take a bit longer, but we’ll always update you on timing.
13. Do you offer year-round support?
Yes. Unlike seasonal shops, we’re available all year to answer questions, help with tax planning, or guide you through life changes like starting a business, relocating, buying property, or receiving stock compensation.
14. Can you work with clients outside the U.S.?
Yes. As Enrolled Agents, we can assist U.S. citizens living abroad, digital nomads, and anyone traveling or working internationally.
15. How do you keep my information secure?
We use secure, encrypted portals for document uploads, e-signatures, and communication. Your privacy is extremely important to us, and we follow strict IRS security and confidentiality guidelines.
16. What if I filed my taxes somewhere else last year?
That’s no problem. We can work with your prior tax return—whether it was prepared by another professional, a retail tax chain, or tax software—and identify opportunities for improvement moving forward.
17. Can you review my previous tax returns for errors or missed deductions?
Yes. If you’d like peace of mind, we can review your past returns for accuracy, potential savings, or issues that might trigger IRS notices. If amendments are needed, we can help with that too.
18. Do you offer extensions?
Yes. If you need more time or you’re waiting on documents, we can file a formal extension. We’ll also help you estimate any tax due to avoid penalties.
19. What if I had a major life change this year?
We can help you prepare for tax impacts related to:
- Marriage or divorce
- Having a child
- Buying or selling a home
- Changing jobs
- Starting a business
- Retirement contributions
- Caring for a parent
- Moving states
Big changes can bring tax opportunities—let’s make sure you don’t miss any.
20. Do you offer bookkeeping support?
For self-proprietors and freelancers, we can provide basic bookkeeping guidance, categorize expenses, and help you stay organized for tax season. For more complex needs, we can connect you with trusted bookkeeping partners.
21. What if I don’t know how to organize my documents?
No worries. We’ll walk you through exactly what we need. You’ll get a simple checklist and tips to help you gather everything—even if you’re starting from a pile of receipts.
22. Are you available for questions after my return is filed?
Yes. You’re never left hanging. If something comes up later—IRS letters, life changes, or tax planning questions—you can reach out anytime.
23. Can you help with tax planning for next year?
Definitely. Tax planning is one of the best ways to reduce your future tax burden. We offer guidance on retirement contributions, business strategy, quarterly taxes, and more.
24. Do you work with married couples filing jointly or separately?
Yes. We’ll help you determine the best filing status, maximize credits, and understand how income, deductions, and liabilities are shared.
25. How do I get started?
Ready to file? Getting started is simple, secure, and tailored to your needs. Send us an email with your contact information.