FREQUENT ASKED QUESTION’S

1. What documents do I need to bring for my tax appointment?
You’ll need identification (e.g., driver’s license, Social Security card), income documents (W-2s, 1099s), and information about deductions or credits (e.g., mortgage interest, student loans, childcare expenses).

2. How much do you charge for tax preparation?
Fees vary based on the complexity of your return.
We offer free consultations and upfront pricing with no hidden costs.

3. Can I file my taxes online with your office?
Yes, we offer secure remote filing options. You can upload documents through our encrypted portal and communicate with your preparer virtually.

4. How long does it take to get my refund?
Most refunds are issued within 21 days of IRS acceptance. E-filing and choosing direct deposit speeds up the process.

5. What happens if I get audited?
We offer audit support and representation services. If you’re audited we’ll guide you through the process and help you respond to IRS inquiries.

6. Do you help with back taxes or unpaid taxes?
Yes, we specialize in resolving tax problems, including unfiled returns, back taxes, and payment plans with the IRS.

7. Are you open year-round or only during tax season?
We’re open year-round to help with tax planning, IRS letters, and financial consulting.

8. What if I made a mistake on my return?
Mistakes happen. We can help you file an amended return and correct any errors.

9. Can you help with business taxes too?
Absolutely. We offer tax preparation and planning for sole proprietors, LLCs, partnerships, and corporations.

10. How do I make an appointment?
You can book an appointment online or call our office during business hours.

11. How many years have you been in the financial industry?

With over a decade of experience in the financial industry, we have developed a deep understanding of tax preparation, financial planning, and compliance. For the past 10 years, we have helped individuals and businesses navigate complex tax regulations, maximize deductions, and ensure accurate filings. Our commitment to excellence, attention to detail, and personalized service have allowed us to build lasting relationships with our clients while staying up to date with the latest industry changes. Trust in our expertise to guide you through your financial needs with confidence and reliability