Everything You Need to Know – Explore Our FAQs
Common questions about tax preparation, planning, and working with a CPA. If yours is not here, just ask.e way.
Working With a CPA
What documents do I need for tax preparation?
Typically: photo ID, Social Security numbers for you and any dependents, all W-2s and 1099s, mortgage interest and property tax statements, investment and retirement account forms, and last year’s return. After your first call we send a personalized checklist so nothing is forgotten.im donec pede justo.
How is a CPA different from a seasonal preparer or software?
A CPA is state licensed, carries continuing education requirements, and can represent you before the IRS. Software and seasonal preparers process what you type in. A CPA questions it, catches what is missing, and plans ahead to reduce next year’s bill.im donec pede justo.
Can you help if I have not filed for a year or more?
Yes, and this is more common than you think. There is no judgment here. We prepare past-due returns, work through any notices, and get you back in good standing with a plan for staying current.im donec pede justo.
I received an IRS letter. What should I do?
Do not panic, and do not ignore it. Most notices have response deadlines. Send us a copy through the secure portal and we will explain what it means, what the IRS is asking for, and handle the response for you.im donec pede justo.
Pricing, Planning & Logistics
How much does tax preparation cost?
It depends on the complexity of your return. Individual returns start at $350 and business returns at $950. Use the estimator on our pricing page for an instant starting price, then we confirm an exact flat quote after a short consultation. No hourly billing.im donec pede justo.
Should my business be an LLC or an S-corporation?
It depends on your profit level, payroll, and goals. The right election can save thousands and the wrong one can cost you. This is exactly the kind of question we work through in a planning session with your real numbers, not rules of thumb.im donec pede justo.
When should I start tax planning?
Planning helps anyone whose life is changing: a new business, a home sale, retirement, stock options, a growing family. The best time is mid-year, while there is still time to act. By the time you file, most savings opportunities have already expired.im donec pede justo.
Do you work with clients remotely?
Yes. With our secure document portal, e-signatures, and video meetings, we serve clients nationwide with the same personal attention as an in-office visit. Many clients never set foot in the office.im donec pede justo.
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