How much do you charge?
The fee for tax return preparation depends on the complexity of the returns. I prefer to give a flat fee up front so there are no surprises when the work is completed. I do this by reviewing the prior year tax return and asking you about what has happened during the current year. For all other consulting, QB training, accounting, and additional tax planning beyond what is included with the tax returns are at our hourly rate.
How do I get my documents to you?
I have a secure online client portal. If you log into the website, find the tab "Client Portal" or click this link: CLIENT PORTAL
Where is my Refund?
I don’t know the status of your refunds once the returns are filed. But you can check the status of your Federal refund here. You can check the status of your California refund here. Other states have similar websites with helpful info as well.
I can’t find my IRS Identity Protection Pin (IP Pin). How can I get that?
You can retrieve your IP Pin by using the IRS IP Pin Recovery Tool here.
What Is a Beneficial Owner Information (BOI) Report and do you need to file one?
As of March 26, 2025, all beneficial owners are now exempt from the BOI filing requirement. Only existing foreign companies doing business in the states are required to file a BOI Report. You can learn more details here.
What other services do you offer?
Please review the Services tab on the website.
Can you respond to IRS, state notices or audit requests on my behalf?
Yes, please upload every page of the notices received for my review. There is an hourly charge for this service
How do you accept payment?
I accept cash, checks and electronic payments via Zelle, Paypal and Venmo.
I started a new business. Can you prepare my business tax returns?
Yes. But depending on how you’ve structured your business, your business taxes may be reported as part of your personal tax returns. If you’re a sole proprietor or single member LLC, your business is reported on Schedule C of Form 1040 of your personal tax return. That return will be due April 15th.
If you are multi-member LLC, made an S election or are a S or C-Corporation, your business has a separate tax filing requirement from your personal tax return. Partnership and S-Corporation tax returns are due March 15th and must be filed before you can file your personal tax returns. If your business return is not filed by April 15th so that you can file your personal returns, you’ll need to file an extension. C-Corporation tax returns are due April 15th.
I started a new business. Do I need to make estimated tax payments?
Most likely yes. As a self employed person, you are required to make estimated tax payments towards your Federal and state estimated tax. These payments are due quarterly on April 15, June 15th, September 15th and January 15th.
You may need to make payments every quarter or only some quarters depending on how well your business is doing. Our team can work with you to ensure that you’re paying estimated payments that will keep you penalty-proofed for the next tax year.
I haven’t filed tax returns in a few years. Can you help me get them filed so I’m compliant with the IRS and state?
Absolutely! we will review the last tax return that was filed, if there was one, and provide you with fee quotes for each year that needs to be filed. If you’re agreeable to the fee quotes, I’ll have you sign my engagement letter and we’ll get started on the work. I’ll need you to upload all your tax support documents, such as W-2s, 1099s, etc. for each year to Client Portal. If you don’t have or have lost your tax support documents, we’ll need to pull your IRS transcripts for the years in question and we may need you to request those missing W-2s from the employers you worked for during those years to properly capture the Federal and State tax withholdings.
Feel free to contact us should you have any other questions!