Tax Preparation Questions

Everything you need to know about our tax services

You should bring: W-2 forms from all employers, 1099 forms (for freelance/contract work, interest, dividends), Social Security cards for yourself and dependents, last year's tax return, receipts for deductions (medical, charitable donations, business expenses), mortgage interest statements (Form 1098), and bank account information for direct deposit. Visit our homepage to download our complete tax checklist!

Most individual tax returns are completed within 24-48 hours after we receive all your documents. More complex returns (business, rental properties, investments) may take 3-5 business days. We'll provide you with a timeline during your initial consultation.

Our pricing depends on the complexity of your tax situation. Simple individual returns start at competitive rates, while business returns and more complex filings are priced accordingly. We provide transparent, upfront pricing during your free consultation—no hidden fees or surprises. Contact us for a personalized quote.

For e-filed returns with direct deposit, most refunds are received within 10-21 days after the IRS accepts your return. Paper checks take longer (6-8 weeks). You can track your refund status on the IRS "Where's My Refund?" tool, and we'll provide you with tracking information after filing.

Yes! We specialize in helping clients catch up on back taxes. We can prepare returns for multiple prior years and help you resolve any issues with the IRS. It's important to get current as soon as possible to avoid additional penalties and interest. Contact us for a confidential consultation.

Business Formation Questions

Questions about LLCs, corporations, and non-profits

An LLC (Limited Liability Company) offers flexibility in management and taxation while protecting personal assets. It's simpler to maintain with fewer formalities. A Corporation (C-Corp or S-Corp) has more formal requirements but may offer additional benefits for larger businesses or those seeking investors. S-Corps can provide tax advantages for self-employment taxes. We'll help you determine the best structure for your specific situation.

The timeline varies by state. Once you provide us with the necessary information, we typically file within 1-2 business days. State processing times range from same-day to 2-3 weeks depending on the state and filing method. We offer expedited options where available. Your EIN can usually be obtained immediately after formation is complete.

An EIN (Employer Identification Number) is like a Social Security number for your business. You need an EIN if you have employees, operate as a corporation or partnership, file certain tax returns, or want to open a business bank account. We include EIN obtainment with our LLC and corporation formation services at no extra charge.

Starting a 501(c)(3) involves several steps: incorporating as a non-profit in your state, creating bylaws, forming a board of directors, obtaining an EIN, and filing Form 1023 or 1023-EZ with the IRS for tax-exempt status. The process typically takes 3-6 months. We guide you through each step and prepare all necessary documentation to maximize your chances of approval.

Yes, all LLCs and corporations are required to have a registered agent in the state where they're formed. A registered agent receives legal documents and official correspondence on behalf of your business. You can serve as your own registered agent (if you have a physical address in the state) or use a registered agent service. We can discuss options during your consultation.

General Questions

Other common questions about working with us

Our regular business hours are Monday through Friday, 9:00 AM to 6:00 PM, and Saturday, 10:00 AM to 3:00 PM. During tax season (January through April), we often extend our hours to accommodate more clients. Contact us to schedule an appointment at a time that works for you.

We offer both in-person and remote services! You can upload your documents securely through our website, and we can conduct consultations via phone or video call. Many clients find this convenient, especially if they have busy schedules. We're flexible and will work with whatever method is most comfortable for you.

Absolutely. We take data security very seriously. All documents are transmitted using secure, encrypted connections. We maintain strict confidentiality policies and never share your personal or financial information with third parties. Your privacy and security are our top priorities.

We offer professional notary public services for a variety of documents including legal documents, power of attorney, real estate documents, affidavits, oaths, and more. Please bring a valid government-issued photo ID when getting documents notarized. Contact us for availability and pricing.

We accept multiple payment methods for your convenience, including cash, checks, and major credit/debit cards. For tax preparation, some clients choose to have their fees deducted from their refund. We'll discuss payment options during your consultation.

We're here for you year-round! While tax season (January-April) is our busiest time, we provide services throughout the year including tax planning, business formation, amended returns, back taxes, notary services, and more. Don't wait until tax season to get help with your financial needs.

Frequently Asked Questions

Tax Preparation Questions

Business Formation Questions

General Questions

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