Question 1

What documents are required to prepare my tax return?

Accepted Answer

Typically W-2s, 1099s, prior-year returns, ID documents, K-1s, mortgage/interest statements, and business income/expense records. We provide a personalized checklist after your consultation.

Question 2

How long does tax preparation take?

Accepted Answer

We commit to a 48-hour average turnaround for most individual returns once documentation is complete. Complex business returns may take a few additional business days.

Question 3

Can you help with IRS notices?

Accepted Answer

Yes — our Enrolled Agents represent clients before the IRS for notices, audits, collections, and appeals nationwide.

Question 4

Do you provide amended return services?

Accepted Answer

Yes. We prepare Form 1040-X and business amendments to correct errors or claim missed credits on prior-year returns.

Question 5

Do you work with overseas clients?

Accepted Answer

Yes. We serve US taxpayers and tax firms globally, including non-resident 1040-NR filers.

Question 6

How is my data protected?

Accepted Answer

We use an encrypted client portal, multi-factor authentication, role-based access, and follow IRS Publication 4557 data-security standards.

Question 7

Do you support CPA and EA firms?

Accepted Answer

Yes. We provide white-label tax preparation outsourcing, overflow support, and technical review services for CPA and EA practices.

Question 8

How is pricing determined?

Accepted Answer

We use flat-fee, transparent pricing based on the scope of your engagement. A custom quote is provided free after your initial consultation.

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