When should I start tax preparation for the year?
Ideally, we start reviewing your numbers in Q4. But we work with clients year-round—especially those on our service packages—to make filing simple and strategic.
What documents do I need to provide?
We’ll send a tailored checklist based on your business or income type. Think income statements, expenses, 1099s, W-2s, and bank summaries.
Do you work with remote clients?
Yes! We serve many clients fully online with secure document uploads and video meetings.
Do you help with back taxes or amended returns?
Absolutely. We handle prior-year filings, corrections, and IRS notices.