Tax Guidance Beyond Tax Season.

Yes. We recommend scheduling a consultation or tax-preparation appointment so we can review your filing needs and determine the appropriate service. 

Required documents vary by client, but typically include identification, income statements such as W-2s or 1099s, prior-year tax returns, business income and expense records, and applicable deduction or credit documentation. Use our Tax Preparation Checklist to help you get organized. 

Fees are based on the complexity of the return, number of forms and schedules required, business activity, and any additional services requested. Pricing is discussed before preparation begins, and applicable payments are due according to your service agreement. 

Yes. We can review previously filed returns and determine whether an amendment may be appropriate. Amended-return services are priced separately based on the work required. 

Once your return is completed, reviewed, approved, and filed, you will receive the appropriate filing confirmation and copies of your completed documents. We remain available to discuss follow-up questions or future tax-planning needs. 

Yes. We can help you understand the notice, organize the relevant documents, and determine appropriate next steps based on the type of correspondence received.