FAQs about tax
preparation services.
Learn about our services and explore common tax questions.
01Do you prepare taxes for both individuals and small businesses?
Yes. We prepare individual returns for individuals, families, and self-employed professionals—from a straightforward 1040 to returns with rental income, investments, or multiple states—as well as small business returns for sole proprietors, partnerships, and S corporations. If you have a few unfiled years to catch up on, we can help with those too.
02What do you need from me to get started?
Start with the client questionnaire, then we’ll have a first conversation about your situation. Before we file, you’ll share your prior-year returns, income documents (W-2s, 1099s, K-1s), and records for the deductions and credits that apply to you—uploaded securely. We’ll give you a checklist built around your situation, and we agree on the scope and fees before any work begins.
Also bring payment confirmations and a short list of life changes. Use a secure document channel for identification and tax records.
See which records to keep
03Do you offer more than tax preparation?
Yes. Alongside preparation we offer bookkeeping and reporting to keep your books current through the year, and small business advisory for cash flow, payroll questions, and the decisions in between. Tax preparation tends to go more smoothly when it sits next to year-round planning rather than a once-a-year scramble.
Try the cash-flow calculator
04Can you help me plan ahead, not just file?
That’s a core part of the work. We review your situation before year-end so filing holds no surprises, and look ahead to estimated payments, retirement contributions, entity elections, and the timing of income and expenses—so decisions get made while there’s still time to act on them.
Estimate IRA contribution eligibility
05I’m starting or restructuring a business—can you advise on entity choice?
Yes. We’ll talk through sole proprietorship, LLC, S corporation, and partnership options in plain language—what each one means for your taxes, your paperwork, and your payroll—and set up a bookkeeping approach that fits the structure you choose.
Explore business structures
06What if I’ve fallen behind or received a letter from the IRS?
We can help you catch up on unfiled years and respond to IRS or state notices—reviewing what’s actually being asked, preparing the response, and setting up a payment plan if one is needed. Bring the letter to the first conversation so we can look at it together.
07Do you work with specific industries?
We work with individuals, self-employed professionals, and small businesses across a range of fields—including real estate, healthcare, the trades and construction, and retail. Whatever the industry, your situation comes first.
Common tax questions.
Answers to help you prepare, plan ahead, and know when to ask for help.
01Does a filing extension give me more time to pay?
Generally, no. An extension gives additional time to file, but tax is generally due by the original payment deadline. Estimate what you owe and arrange payment; interest and penalties may apply to unpaid amounts.
Estimate federal income tax
02What if a tax form is missing or incorrect?
Contact the issuer for a copy or correction and compare it with your own records. Tell your preparer before filing. The right next step depends on the form and timing; do not simply omit income because a form has not arrived.
03What should I do with an IRS notice?
Read the notice, identify the tax year and response deadline, and keep a copy. Compare it with your return and records. Some notices need no reply, while others require a response or payment. Ask for help promptly if you disagree or do not understand it.
04Do I need estimated tax payments for self-employment?
Possibly. Tax generally must be paid during the year. The answer depends on expected tax, withholding, prior-year tax, and applicable exceptions. Review the amount and timing when business income changes.
Estimate self-employment taxEstimates self-employment tax only, not your full quarterly payment.
05What is the difference between a deduction and a credit?
A deduction generally reduces income subject to tax. A credit reduces tax under its specific rules; some credits are refundable and others are not. Eligibility and limits determine the actual benefit.
06Should I itemize deductions?
Compare allowable itemized deductions with the standard deduction available for your filing situation, while checking any special restrictions. Keep records even if you are not yet sure which method will apply.
Compare itemized vs. standard deductions
07When should I tell my preparer about a life change?
For more detailed reading, explore our Financial Guides. Have another question? Ask us directly.