Backed by Experience. Built for You.
Frequently asked questions
- 01
For most Americans, the federal tax filing deadline is April 15 each year. If that date falls on a weekend or holiday, the deadline may shift to the next business day. You can also file for a six-month extension (until October 15), but remember — it’s an extension to file, not to pay. Any taxes owed are still due by the April deadline to avoid penalties or interest.
- 02
You’ll want to gather:
All income forms (W-2s, 1099s, etc.)
Identification (your driver’s license or state ID, and Social Security cards for everyone listed on the return)
Proof of deductible expenses (mortgage interest, medical bills, donations, childcare, etc.)
Bank account information for direct deposit
Any IRS letters or prior-year tax returns
Having everything ready helps ensure accuracy and saves time during your appointment.
- 03
Absolutely. Our team assists clients with IRS letters, payment plans, penalty relief, and prior-year amendments. Sometimes a letter is just a request for clarification — but it’s important not to ignore it. We’ll review the notice, explain what it means in plain English, and guide you through your next steps to resolve it quickly and confidently.
- 04
Yes! We regularly help clients who are behind on one or more tax years. Whether you forgot to file or had a life situation that delayed it, we can prepare and file past-due returns, correct previous errors, and work with the IRS to get you back in good standing. It’s never too late to catch up — but the sooner you do, the better your options.
- 05
If you’re a freelancer, gig worker, or small business owner, you’re responsible for reporting all income and paying self-employment taxes. The good news? You can also deduct legitimate business expenses such as mileage, supplies, marketing, and part of your home office. We specialize in helping self-employed individuals organize records and maximize deductions — without raising red flags.

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