FAQs

    • A valid photo ID (e.g., driver’s license or passport).

    • Social Security cards or ITINs for you, your spouse, and dependents.

    • W-2 forms from all employers.

    • 1099 forms for other income (e.g., self-employment, dividends, unemployment, etc.).

    • Form 1098 for mortgage interest or tuition expenses.

    • Records of deductible expenses (e.g., medical, charitable contributions, education, etc.).

    • Last year’s tax return (if available).

  • Yes! I can assist with filing prior-year tax returns and help you get caught up. I can also guide you on how to handle penalties or payment plans if you owe back taxes.

  • If you’re audited, I’ll guide you through the process. While I can’t represent you in front of the IRS unless I’m an Enrolled Agent (EA) or CPA, I will help prepare the necessary documents and support you throughout the audit.

    • Direct deposit to your bank account (fastest option).

    • Paper check mailed to your address.

    • Prepaid debit card (if applicable).

  • If you owe taxes, I will help you explore options, such as:

    • Setting up a payment plan with the IRS.

    • Applying for an Offer in Compromise (if eligible).

    • Reviewing your withholdings or estimated tax payments to avoid future liabilities.

  • Absolutely! I specialize in helping self-employed individuals and small business owners. I can assist with:

    • Preparing Schedule C for sole proprietors.

    • Claiming business deductions.

    • Understanding quarterly estimated tax payments.

    • Maximizing deductions to reduce your tax liability.

  • Yes, your security is my top priority. I use secure platforms for electronic filing and document storage. Any physical documents are stored in a locked location and handled only by authorized personnel.

  • My pricing depends on the complexity of your return. I offer a transparent pricing page on my website, so you’ll know what to expect before we begin. Contact me for a customized quote based on your needs.

  • Yes, I can assist you in applying for an Individual Taxpayer Identification Number (ITIN) if you’re not eligible for a Social Security Number. I will guide you through the application process and ensure all required documentation is submitted.

  • Yes! I provide virtual tax preparation services for clients who prefer to work remotely. You can securely upload your documents, and we’ll communicate via phone, email, or video call.