Frequently Asked Questions
Find answers to common questions about our tax services.
What's the deadline to send you my information for tax prep?
We generally accept last-minute clients as late as April 10, with some exceptions.
However, we cannot guarantee availability - so the sooner you reach out, the better.
NOTE: the deadline for S-Corps & partnerships is March 15. We can accept S-Corp clients after that, but the IRS may still impose penalties for late filing. Contact us for guidance on how best to handle a late filing situation.
What information do you need from me?
If you don't have everything in order, that's okay!
We generally need:
- Prior year tax return
- Any tax forms you received throughout the year (W2s, 1099s, 1098s, etc)
- A list of any estimated payments made throughout the year (if applicable)
- A list of income you received other than the above forms (which we will go through together)
- Other information depending on your unique situation (which we will go through together)
If you own a business:
- Revenue
- Expenses
- Asset purchases and depreciation records (if applicable)
- Home office information (if applicable)
- Vehicle mileage/usage information (if used for business purposes)
- Payroll records (if you have employees)
- Quarterly estimated tax payment records
- Bookkeeping files or accounting software access (if available)
Do you offer year-round tax services?
Yes, we provide tax services throughout the year, not just during tax season. Whether you need help with quarterly estimated payments, tax planning, or have questions about your tax situation, we're here to assist you year-round.
Do you offer services other than just filing my taxes?
Yes! We offer a comprehensive list of services for those who are interested, including year-round tax advice & planning, bookkeeping, payroll, quartlerly filings, etc.
How do I get started?
The first step is to schedule a free consultation where we can discuss your specific tax needs and determine which of our services is the best fit for you. You can book your consultation using our online calendar.