Frequently asked questions.

  • Our fees are based on the complexity of your return.

    • No hidden costs or surprise charges

    • A clear, upfront quote before any work begins

  • Our Services

    • Income Tax Preparation (all states)

    • Amended Returns

    • Back Year Returns

    • Business Entity Formation (LLC, S‑Corp, Partnership, Corporation)

    • Business Entity Tax Returns (LLC, S‑Corp, Partnership, Corporation)

    • Sole Proprietor Returns

    • Trust & Estate Returns

    • IRS & State Audit Representation

    • Small Business Tax Planning & Compliance

    • Workers’ Compensation Insurance Programs (WCIP)

    • In‑House Insurance Brokerage (Independent, not captive)

    • In‑House Real Estate Services (Licensed Agent)

  • Our Fee Policy

    We charge the quoted fee, no hidden costs. The only additional charge may be a small card processing fee if you choose to pay by credit card.

    Our flat fee includes:

    1. Preparation of all forms required to accurately file your tax return

    2. E‑filing of both federal and state(s) tax returns

    3. A secure PDF copy of your completed tax return

    4. Assistance and guidance with any IRS, state, or city correspondence you receive that requires little time.

    Year‑Round Support:
    Consultation and Tax advisory services outside of tax preparation are available on an hourly basis, billed according to the time spent.

  • We provide individual and business tax preparation, IRS e‑file, bookkeeping, payroll, business formation, tax planning, and year‑round support.

  • Absolutely—we provide year‑round planning to minimize taxes and avoid surprises.

  • Who We Serve

    We specialize in tax preparation, planning, and business services for:

    • Small Business Owners

    • Corporations, S‑Corps, Partnerships, LLCs, and Trusts

    • Truck Hauling & Commerce Businesses

    • Entertainment Industry Professionals – actors, producers, directors, writers, cast & crew

    • Law Offices & Legal Professionals

    • Medical & Health Providers – doctors, dentists, therapists, independent nurse care providers

    • Retail & Service Businesses – convenience stores, gas stations, tanning salons, construction companies, personal services, designers

    • Creative & Lifestyle Professionals – photographers, tattoo artists, hair stylists, models, dancers, artists, musicians, DJs, journalists, reporters, writers

    • Social Media & Digital Entrepreneurs – influencers, fitness models, vloggers, TikTokers, YouTubers, Instagram personalities, content creators, hosts

    • Real Estate Brokers & Agents

    • H&R Block “Refugees” – clients seeking more personalized, expert service

    …and just about any industry you’re in. If you earn it, we can help you report it, plan for it, and protect it.

  • CHECK, CASH, CREDIT CARDS & VENMO

    There is a processing fee for Credit Card payments

  • Yes—we are currently welcoming new clients and always appreciate referrals. Many of our best relationships have come through word‑of‑mouth, and we’re grateful when clients recommend us to friends, family, or colleagues.

  • A good rule of thumb is to set aside 25–30% of your income to cover both federal and state taxes. For example, if you earn $1,000, you should reserve about $250–$300 for taxes.

    The exact amount you’ll owe depends on your state, deductions, and credits

  • Check out my article titled City Taxes / Business Licenses

  • Yes, unemployment benefits are considered taxable income by the IRS, and normally you get asked about this when you are doing your bi-weekly certification.

  • Yes, contact us

  • Maximize deductions, claim eligible credits, and plan ahead. When we prepare your return, we review all options to help reduce your tax bill or increase your refund.

  • Most people, working with a professional saves time, reduces errors, and ensures you don’t miss valuable deductions or credits. Our services are designed for clients who want accuracy, peace of mind, and freedom from IRS headaches.

  • Yes. We provide full‑service corporation formation nationwide. From selecting the right entity type to filing paperwork and ensuring compliance, we handle the process from start to finish—so you can launch your business with confidence

  • Absolutely. We offer phone and video consultations for clients nationwide. This makes it easy to work with us no matter where you’re located, while still receiving the same personalized service as an in‑person visit.

  • We provide year‑round support and will guide you through responding quickly and correctly.

  • No one can guarantee a refund. We ensure you receive every deduction and credit you are legally entitled to, while keeping you fully IRS‑compliant.

  • We use a secure client portal, encrypted systems, and strict confidentiality policies to safeguard your data.

General

  • I don't think so. That means the government is holding onto too much of your money and giving it back to you a year later with little or no interest. Better to have a bigger net paycheck during the year. AND you get taxed on your state refunds. So I'd rather owe the state a few measly dollars and claim the deduction than get a big refund that I'll be taxed on.

Refunds

  • We take every deduction and credit you are legally entitled to. Our approach is thorough, ethical, and fully compliant with IRS standards. We work to minimize your tax liability while protecting you from unnecessary risk or audit exposure.

  • No, pets cannot be claimed as dependents. However, in limited cases—such as certified service animals, business guard animals, or fostering for a nonprofit—some expenses may qualify. We’ll help you understand what applies to your situation while keeping you fully IRS-compliant.

Deductions

Preparing Your Taxes For Our Appointment

    • By Appointment – Meet with us in person at a scheduled time.

    • Secure Remote Portal – Upload your documents safely online, anytime.

    • By Mail – Send your paperwork directly to our office.

    • Drop-Off – Leave your documents at our office during business hours

  • What to Bring

    • Photo ID

    • Social Security cards/ITINs (for you, spouse, dependents)

    • W‑2s, 1099s, K‑1s, or any mail marked “Important Tax Document Enclosed”

    • Receipts/records for deductions (business, medical, childcare, education, charitable)

    • Completed Tax Organizer (ask us for one if you haven’t received it yet)

    • Last year’s tax return (if new client)

    • Health insurance forms (1095‑A/B/C)

    • Payment for services

    If you may qualify for Earned Income Credit or Child Tax Credits, ask us for the specific documents required

    • Simple returns: Often completed within the hour if we meet or several days after we add you in the Queue

    • More complex returns (business, multiple states, investments): May take longer depending on the level of detail required.

    • What helps speed things up: Bringing a complete set of documents, including our Tax Organizer, reduces back‑and‑forth and shortens turnaround time.

  • Absolutely. We encourage questions and will answer them clearly, patiently, and with the expertise you deserve.

    We’re here to explain, guide, and make sure you feel confident every step of the way

  • Always keep receipts, along with your bank, credit card, and debit card statements. The IRS requires documentation to support any income, deduction, or credit you claim.

    • Receipts + Statements = proof of payment and purpose

    • Keep for at least 3 years (the standard IRS audit window; longer if you have complex returns, property, or carryovers)

    • Organized records make tax preparation faster and protect you in case of an IRS inquiry

    • Direct Deposit Information – A voided check or bank routing/account numbers for faster refunds.

    • Dependent Information – Childcare provider name, address, and Tax ID (if claiming childcare credits).

    • Retirement & Investment Records – 1099‑R, 1099‑DIV, 1099‑INT, 1099‑B, or year‑end brokerage statements.

    • Education Records – Form 1098‑T (tuition) and receipts for qualified expenses.

    • Property Records – Mortgage interest (Form 1098), property tax bills, closing statements if you bought/sold a home.

    • Business/Side Income – Income and expense records, mileage logs, 1099‑NEC/1099‑K if self‑employed.

    • Charitable Contributions – Receipts for donations (cash and non‑cash).