Frequently Asked Questions

We provide individual tax preparation and planning services for a range of personal tax situations, including federal and applicable state tax returns. Depending on your circumstances, this may include W-2 income, self-employment income, investments, rental income, and other sources of taxable income.

During an initial conversation, we can review your needs and explain which services are appropriate for you.

This depends on your individual circumstances. Common documents include W-2s, 1099s, mortgage interest statements, investment statements, charitable donation records, business income and expense information, and prior-year tax returns.

We can provide a personalized document checklist based on your situation.

Yes. If you have an unfiled or overdue return, contact us as soon as possible. We can review what is outstanding, discuss your options, and explain what may be needed to bring your filings up to date.

In many cases, yes. We can discuss prior-year returns, unfiled returns, or situations where you need help understanding a previous filing depending on the availability of the information and documents needed.

Contact us with the years involved and a brief overview of your situation, so we can determine how best to help.

Yes. Tax planning can help you understand the potential tax impact of financial and business decisions before they happen.

We can discuss your circumstances and identify opportunities to plan ahead rather than waiting until filing season.

We can discuss your general needs and explain the types of services we provide. Personalized tax advice depends on your circumstances and the scope of the services we agree to provide. A preliminary conversation does not by itself create a professional engagement or relationship.

We work with individuals, entrepreneurs, and businesses of different sizes and structures.

If you're unsure whether we're the right fit for your business, get in touch and we'll be happy to discuss your needs.

We work with businesses using a range of legal and tax structures, including LLCs and corporations. The tax treatment of an LLC can vary depending on its tax classification and circumstances.

If you're considering changing your business structure, we recommend discussing your circumstances with us before making a decision.

Yes. Depending on your needs, bookkeeping support may include maintaining financial records, categorizing transactions, reconciling accounts, and preparing financial information for tax and business planning.

In many cases, yes. We can review your existing records, accounting setup, and prior work before determining what needs to be brought up to date.

We'll explain any issues we identify and recommend a practical way forward.

We do not currently offer payroll services.

It starts with a conversation about your situation and what you need help with. We'll then explain the services that may be appropriate, what information we'll need, and the next steps.

An initial conversation does not create a client relationship or commit either party to an engagement.

Once you decide to move forward, we'll guide you through the process from there.

Absolutely. We encourage prospective clients to get in touch, so we can understand what you're looking for and determine whether our services are a good fit.

Yes. You can request a callback through our website and provide a convenient time for us to contact you.

Remote services may be available depending on your location, tax filing requirements, and the services you require.

Fees depend on the type and complexity of the services you need. We'll explain the proposed services and applicable fees before an engagement is established.

No. Contacting us through the website, submitting a form, requesting a callback, or speaking with us does not by itself create a professional engagement. If we agree to provide services, we'll explain the applicable services, terms, and next steps before the engagement begins.

We'll provide instructions for securely sharing documents when you become a client.

For your protection, please do not send Social Security numbers, passwords, bank details, tax returns, or other sensitive information through a standard website contact form unless we have specifically instructed you to do so.

We treat client information as confidential and maintain safeguards and procedures designed to protect information entrusted to us, consistent with applicable professional and legal requirements.

Please see our Privacy Policy for more information about how information submitted through our website is handled.

Contact us promptly if you receive an IRS or state tax notice. We can review the notice and explain what it means and what steps may be required.

Because some notices have strict response deadlines, don't wait until the deadline is approaching before getting in touch. Our ability to assist may depend on the nature of the notice, the time available, and the services included in your engagement.

Depending on the services included in your engagement, we may provide reminders or discuss applicable filing deadlines. However, clients remain responsible for providing information and taking actions required to meet their tax obligations unless we have expressly agreed in writing to handle a particular filing, payment, or deadline.

Don't ignore it. Contact us as soon as possible so we can understand your situation and explain the available next steps.

Penalties and interest can depend on several factors, so we'll review the circumstances before advising you on what to do.