FAQ
Common questions
What documents do I need for my first appointment?
Photo ID, last year's return, and income documents like W-2s or 1099s. We send a checklist when you book.
Do you work with small businesses?
Yes. We prepare business returns and offer monthly bookkeeping and payroll.
Can you help with an IRS notice?
Yes. Bring the notice to your consultation and we will explain your options and next steps.
