Frequently Asked Questions
Frequently Asked Questions
Q: What documents do I need to file my taxes?
A: Common documents include your W-2s, 1099s a, ID, Social Security numbers for dependents, and any documents related to income, deductions, or credits. We’ll provide a full checklist when you book.
Q: Do you offer virtual tax preparation?
A: Yes! We serve clients in all 50 states through secure online filing. You can upload documents and meet with us via phone or video call.
Q: How long does it take to process my return?
A: Once we have all your documents, most returns are completed within 2–5 business days. Refunds are issued by the IRS based on their processing times.
Q: Do you help new businesses get started?
A: Yes! We offer business formation services, EIN setup, compliance guidance, and ongoing bookkeeping and payroll support.
Q: What kind of businesses do you work with?
A: We work with LLCs, sole proprietors, S-Corps, and more—whether you’re just starting or already operating.
Q: What types of licenses do you have?
A: I’m a Licensed Enrolled Agent (EA) with the IRS, authorized to represent taxpayers in all 50 states. I’m also a Notary Public commissioned in the state of Georgia, and a Licensed Insurance Agent in Florida, Georgia, and Texas. In addition, I’m a Certified Acceptance Agent (CAA), which allows me to assist clients in obtaining or renewing an ITIN directly with the IRS.
Q: What is an Enrolled Agent (EA) and a Certified Acceptance Agent (CAA)?
A: An Enrolled Agent (EA) is a federally licensed tax professional authorized to represent taxpayers before the IRS for audits, collections, and appeals. It’s the highest credential the IRS awards.
A Certified Acceptance Agent (CAA) is authorized by the IRS to verify identity documents and assist individuals who don’t qualify for a Social Security Number in obtaining an ITIN (Individual Taxpayer Identification Number) without sending original documents to the IRS.
Q: Can you file back taxes or amendments for previous years?
A: Yes, we can file multiple years of back taxes and help you amend returns if corrections are needed.
Q: How much do you charge for tax preparation?
A: Prices vary depending on the complexity of your return. Simple returns start at $95. Business returns or multiple forms may cost more.
Q: What if I owe taxes instead of getting a refund?
A: We’ll explain your options, including setting up an IRS payment plan if needed.
Q: How do you keep my personal information safe?
A: We use secure software and never share your information with anyone without your permission.
Q: Do you share my information with anyone?
A: No. Your personal and financial information is 100% confidential.
Q: Can I get copies of my documents later if I lose them?
A: Yes, we keep your returns securely on file. You can request copies anytime.
Q: How can I get a copy of my tax return if I need it later?
A: Just contact us, and we can provide a digital or printed copy.
Q: Do you help with IRS payment plans?
A: Yes, we can help set up payment arrangements with the IRS if you owe taxes.
Q: What if I receive an IRS letter after filing with you?
A: Bring it to us right away. We’ll review it and help you respond properly.