FAQ’s

  • We provide individual and small business tax preparation, tax planning, and year-round advisory support. This includes federal and state income tax returns, self-employed and gig worker taxes, rental property returns, investment income reporting, and multi-state filings.

    We also help clients plan ahead to legally reduce future taxes — not just file what already happened.

  • Our pricing is form-based and complexity-based, not hourly. Your fee depends on:

    • Types of income (W-2, self-employment, investments, rentals, etc.)

    • Number of tax forms required

    • Complexity of your financial situation

    • Number of states involved

    You’ll receive a clear quote before work begins, no surprise invoices.

  • After onboarding, you’ll receive a secure checklist tailored to you. Typically this includes:

    • Income documents (W-2s, 1099s, etc.)

    • Prior year tax return

    • Business income/expense summaries (if applicable)

    • Mortgage, student loan, or tuition forms

    • Investment or retirement statements

    If you’re unsure whether something is needed, send it, we’ll sort it out.

  • Yes, this is one of our specialties. If you drive for apps, freelance, sell online, do contract work, or run a small business, we help with:

    • Expense tracking guidance

    • Quarterly estimated tax planning

    • Business deductions

    • Home office rules

    • 1099 income reporting

    Our goal is to help you keep more of what you earn while staying compliant.

  • We do both. Filing reports the past. Planning shapes the future.

    Tax planning may include:

    • Adjusting withholdings

    • Quarterly payment calculations

    • Business structure strategy

    • Deduction timing

    • Retirement and health savings strategies

    Planning is where the biggest tax savings usually happen.

  • Yes. We regularly assist clients with late or missing returns. Getting compliant sooner can reduce penalties and stress. We’ll guide you step-by-step and prioritize years based on urgency.

  • All documents are uploaded through our secure client portal. We do not use email for sensitive tax documents. The portal keeps your information encrypted and organized.

    For those who prefer a more personalized, white-glove experience, we offer document pickup for an additional fee.

  • Most individual returns are completed within 1–2 weeks after we receive all documents and information. Complex returns, business filings, or peak season timelines may vary.

  • Yes. If you receive a tax notice, we can help interpret it and respond appropriately. Many letters are routine and easily resolved. Don’t ignore it, send it to us right away.

  • Absolutely. Taxes don’t just happen in April. Clients can reach out during the year for:

    • Income changes

    • Major purchases or sales

    • Starting a business

    • Retirement withdrawals

    • Life events (marriage, divorce, new child)

  • We’re a boutique practice focused on:

    • Personalized service

    • Education so you understand your taxes

    • Proactive planning, not reactive filing

    • Clear communication without tax jargon

    We believe taxes should feel manageable, not overwhelming.

  • Book a Consultation and we’ll review your situation, provide a pricing estimate, and outline next steps.