You should bring any relevant income documents, such as W-2s, 1099s, and records of any additional income. Additionally, bring documents for deductions, credits, or expenses like mortgage interest, charitable contributions, and medical expenses. If you’re a new client, past tax returns are also helpful. Our team will guide you on exactly what’s needed for a smooth filing process.

The time to complete a tax return varies depending on the complexity of your tax situation. Simple returns may take just a few days, while more involved filings, such as those for small businesses, may take longer. We strive for accuracy and efficiency, so we’ll keep you updated throughout the process to ensure timely filing.

If you receive a notice from the IRS, don’t panic. Contact us immediately, and we’ll review the notice and help you understand the issue. Our team offers support with IRS audits and notices to resolve any concerns efficiently and professionally.

Yes, we specialize in tax preparation for small businesses, sole proprietors, and freelancers. Our services include guidance on deductions, expense tracking, and compliance to help you maximize your tax benefits and stay within IRS regulations.

An amended tax return corrects errors on a previous return, like missed deductions, incorrect income, or filing status changes. If you’ve discovered a mistake or received new information after filing, we can assist you in amending your return to ensure accuracy and compliance.

Year-round bookkeeping keeps your finances organized, reducing stress at tax time and making it easier to track income and expenses. Accurate records also help you make informed financial decisions throughout the year. Our bookkeeping service provides consistent support to help you focus on growing your business.

Absolutely. We provide one-on-one tax consultations to address specific questions, tax planning, or to review your financial situation. Whether you need advice on current or future tax obligations, we’re here to provide personalized guidance.