Find quick answers to common questions about tax preparation, appointments, and services. If you don’t see your question here, feel free to contact me anytime.
General Questions
Do you offer virtual appointments?
Yes. I offer both mobile and virtual appointments so you can choose the option most convenient for you.
How long does tax preparation take?
Most returns are completed within a few hours after all required documents are received.
Do you work year-round or only during tax season?
I provide tax, bookkeeping, and payroll services year-round, not just during tax season.
​
Documents & Filing
What documents do I need to file my taxes?
Typically you’ll need income forms (W-2, 1099), identification, Social Security numbers, and any documents related to deductions or credits. I also provide a checklist to help you prepare.
How do I send my documents?
You can securely upload your documents through my secure portal or bring them to your appointment.
Can you file previous year taxes?
Yes. I can prepare and file prior-year returns if you missed filing.
​
Services
Do you help small businesses and freelancers?
Yes. I specialize in working with individuals, small business owners, freelancers, and self-employed clients.
Do you offer bookkeeping and payroll services?
Yes. I provide bookkeeping and payroll support year-round to help businesses stay organized and compliant.
Do you help with IRS letters or notices?
Yes. I can review IRS notices, explain what they mean, and guide you on how to respond.
​
Appointments & Process
How do I schedule an appointment?
You can schedule directly online using my booking calendar. It only takes a minute.
Do you offer mobile appointments?
Yes. Mobile appointments are available for clients who prefer in-person assistance.
What happens after I book?
After booking, you’ll receive instructions on what documents to prepare and how to securely submit them.
​
Security & Privacy
Is my information secure?
Yes. All client information is handled securely and kept completely confidential.