Questions? Here are the straight answers.
Short, practical answers to the questions clients ask most often.
Do I need an appointment?
An appointment is recommended so you receive dedicated time and attention, but you can contact us first if you’re not sure which service you need.
What types of returns do you prepare?
We prepare all individual personal income tax returns, including Form 1040 and Form 1040-SR. We also prepare LLC returns based on tax classification, partnership returns (Form 1065), S corporation returns (Form 1120-S), and C corporation returns (Form 1120). We currently do not prepare nonresident individual returns (Form 1040-NR) or nonprofit organization returns (Form 990).
Can you prepare federal and state returns?
Yes. We prepare federal returns and all state returns based on your filing needs.
Do you prepare amended returns?
Yes. We prepare amended returns for the return types we support. Amended nonprofit returns (Form 990) are not included.
What is an Enrolled Agent, and how does that benefit me?
An Enrolled Agent (EA) is a tax professional who has earned a federal credential from the IRS and is authorized to represent taxpayers before the IRS. In everyday terms, an EA is a tax specialist who can do more than prepare a return — an EA can also help explain tax issues, respond to IRS notices, and represent you in matters such as audits, collections and appeals when appropriate. For you, that means working with someone who is focused on tax law, must meet ongoing education requirements, and can continue helping if a tax issue becomes more complicated. Learn more about Enrolled Agents on IRS.gov.
How much does tax preparation cost?
Federal return preparation starts at $99. Final pricing depends on complexity. After reviewing what your return requires, you’ll receive a quote before work begins.
Can you prepare my taxes remotely?
Yes. Secure remote tax preparation is available, along with mobile and in-person options.
What if I receive an IRS notice?
Don’t panic. Send a copy of the notice so it can be reviewed. As an Enrolled Agent, we can help explain the issue and what your next steps are to resolve it. When appropriate, we can properly represent you before the IRS.
Do you offer tax planning?
Yes. Year-round tax planning can help individuals and small-business owners make smarter decisions before tax season.
Is a secure document upload portal available?
Yes. A secure, state-of-the-art document upload portal is available so you can send sensitive tax documents without relying on ordinary email attachments. You can upload your documents from the comfort of home, on your own schedule, through a simple and private process. If you are ever unsure what to send, we’ll help guide you so the process feels easy, organized, and comfortable from start to finish.