We’ll send a personalized checklist before your appointment, but most clients bring W-2s, 1099s, prior year returns, ID, and any documents related to income, deductions, credits, or dependents. If you’re not sure whether something matters, bring it—we’ll help you sort it out.

For most straightforward individual returns, we aim to complete filing within 3–7 business days after we receive all documents. More complex returns and small business filings can take 1–3 weeks depending on bookkeeping and information needs. We’ll share a clear timeline before we start.

Yes. We regularly work with self-employed professionals, freelancers, and small businesses in [City, State]. We prepare Schedule C, LLC, S-corp, and partnership returns, and can coordinate with your bookkeeping and payroll systems.

Yes. We can help you understand what the letter means, gather supporting documents, and respond appropriately. In some cases we may also discuss options like payment plans or amended returns if needed.

We use secure systems to collect, store, and transmit your information. You can upload documents via a secure portal instead of email, and we limit access to your data to only those who need it to serve you.

Pricing depends on the complexity of your return or engagement. We’ll provide a clear estimate before we begin work, and we’re happy to discuss options for ongoing planning or business support if that’s a fit.