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 and support you with additional services including credit repair, business consulting, bookkeeping, notary services, fingerprinting, and secure document 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
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
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
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.
• 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
• 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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