FAQs

  • Why should I hire a tax professional instead of filing my taxes myself?

    While DIY tax software is available, these programs can be difficult to understand and time-consuming. What can a tax professional offer?

    -Accuracy & Compliance – Tax laws change frequently, and we stay up to date to help you avoid costly mistakes.

    -Maximized Deductions & Credits – We ensure you claim every deduction and credit you qualify for, potentially increasing your refund or reducing your tax liability.

    -Time & Stress Savings – Filing taxes can be confusing and time-consuming. We handle the details so you don’t have to.

    -Audit Support & IRS Representation – As an Enrolled Agent (EA), we can assist if the IRS ever contacts you or you need representation.

    Let us take the stress out of tax season—so you can focus on what matters most!

  • What services do you offer?

    We cover a wide array of personal and business tax needs, including:

    Basic

    Personal Federal and State Tax Preparation

    LLC and Corporation Set-up

    IFTA and Truck Permit Setup

    Intermediate

    LLC and Corporation Federal and State Tax Preparation

    Payroll Services - W2’s and 1099’s

    Bookkeeping Services

    Advanced

    IRS, State, and EDD Tax and Payroll Audit Representation

  • What is the tax filing deadline?

    The federal tax filing deadline is typically April 15. If the deadline falls on a weekend or holiday, it may be extended to the next business day.

  • What documents do I need to bring to my appointment?

    Please call us for a consultation so we can provide an exhaustive list of the items you will need. Until then, you can begin gathering the following:

    -W-2s, 1099s, or other income statements

    -Prior year’s tax return (if available)

    -Mortgage interest statements (Form 1098)

    -Investment and bank statements

    -Business expense records (if self-employed)

    -Any IRS letters or notices

  • Do you offer virtual tax preparation?

    Yes! We can easily handle all of your tax needs virtually - no office visit needed.

  • Can you help with past-due or amended tax returns?

    Yes, we assist with past-due filings, amendments, and IRS notices. If you’ve received a letter from the IRS, we can help you resolve it.