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Contact our friendly team for personalized tax advice, inquiries, or to discuss your tax preparation and filing requirements. We're here to help you navigate tax season.
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Frequently Asked Questions
What documents do I need to bring for tax preparation?
1. Personal Info
• ID (driver’s license or state ID)
• Social Security cards / ITINs
• Last year’s tax return
2. Income Forms
• W-2s
• 1099-NEC / 1099-MISC
• 1099-K (Cash App, PayPal, etc.)
• 1099-G (unemployment) • 1099-R (retirement)
• 1099-INT / 1099-DIV
3. Expenses & Deductions
• Childcare costs + provider EIN/SSN
• 1098-T (school)
• 1098-E (student loan interest)
• 1095-A (Marketplace insurance)
• Medical expenses
• 1098 mortgage interest
4. Self-Employed / Business
• Income summary
• Expense receipts
• Mileage total
• Phone/utility % for business
How long does it take to process my tax return?
E-Filed Return (Fastest)
• With direct deposit: 7–21 days
• Most refunds arrive in 10–14 days Mailed Paper Return
• 6–12 weeks or longer during busy season If the IRS Needs More Information
• Refund may be delayed for reviews, errors, missing documents, EITC/CTC claims, or identity verification State Refunds • E-filed: 2–6 weeks
• Mailed: 6–12 weeks
Can you help with state and local tax filings?
Yes! I assist with: State Taxes
• All state income tax returns
• State refunds or balances due
• State credits & deductions
• Amended state returns Local Taxes
• City/County tax filings
• Local school district taxes
• Business license & sales tax help Business Filings
• Sales tax registration
• Quarterly filings
• LLC/Business annual reports
What happens if I miss the tax filing deadline?
If you're getting a refund:
• No penalty. You have 3 years to claim it.
If you owe taxes:
• Late filing penalty: 5% per month (up to 25%)
• Late payment penalty: 0.5% per month
• Interest added daily If you can't pay:
• Still file your return.
• You can set up a payment plan.
What are the benefits of using a professional tax preparer?
• Maximize your refund with all eligible credits and deductions
• Avoid mistakes that cause delays or IRS issues
• Save time, stress, and confusion
• Get audit support if the IRS contacts you • Receive year-round tax guidance and planning
• Ideal for business owners needing help with expenses, mileage, and filings
• Secure handling of your sensitive information
How do you ensure the security and confidentiality of my information?
• Secure, encrypted storage for all documents
• Safe, protected upload and transfer methods
• IRS-compliant data security standards
• Information is never shared without your consent
• Identity verification before releasing any documents
• Encrypted, IRS-approved e-filin
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