No! The entire process can be done from anywhere! We can do it all over the phone, email, zoom, and your secure client portal for all your confidential documents.

The fees depend on the complexity of the tax return. Most tax returns cost between $250 and $1,500.

I currently take credit cards and Zelle. If you would like to pay me a different way, please let me know.

ou will get an estimate once I get all your tax documents and have a sense of the complexity, then an invoice once I have finished preparing the tax return(s). Once my fees are paid, your tax return(s) will be e-filed.

I do not have set hours. I'm pretty flexible. When is best for you?

After we have our first meeting, you will Areceive a personal, tailored checklist so you don't have to worry about forgetting anything. Your checklist will include a copy of last year’s tax return and all tax forms we discuss, including, but not limited to, W-2's, 1099's, K-1's, 1098's, 1095's, and income and expenses for small businesses and landlords.

Nope. Give me what you already have and tell me what you're still waiting on. That way I can finish the bulk of it early and finish quickly when the last form(s) arrive.

It can take anywhere from an hour to a month to complete the entire process. The earlier in the year you can get me all your tax documents, the quicker I can get it finished.

There are many situations that require filing an extension. If you are waiting on a K-1 or a corrected tax document, an extension may be necessary.

If you get me your tax documents after April first, I may need to file an extension for you, but should finish by May.

Yes! Unfortunately, an extension is only an extension to file, and not an extension to pay any taxes owed. When filing an extension for you, I will give you an estimated amount to pay with the extension.

Yes! No need to drive to an office. The whole process can be done from anywhere.

NO!

The IRS only contacts taxpayers through the US Postal Service. If you get a call or an email from someone claiming to be the IRS, it's a scam! Hang up or delete the email.

I can help you with that! Just let me know as soon as you receive the letter so I have enough time to prepare. Depending on the complexity and who prepared the tax return, I may charge an hourly fee. Contact me for more details.

Enrolled Agents (EAs) are America’s Tax Experts ® . They are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. These tax specialists have earned the privilege of representing taxpayers before the IRS by either passing a three-part examination covering individual tax returns; business tax returns; and representation, practice and procedure, or through relevant experience as a former IRS employee. All candidates are subjected to a rigorous background check conducted by the IRS.

Here's why an Enrolled Agent (EA) might be the best choice for your tax preparation:

• Tax Specialization: EAs exclusively focus on taxation. They possess in-depth knowledge of the Internal Revenue Code, IRS regulations, and the latest tax laws. This specialized focus ensures they can identify all potential deductions and credits you're eligible for.

• IRS Representation Expertise: EAs are federally licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS. This means they can effectively advocate for you in case of an audit or any other IRS-related matter.

• Comprehensive Tax Services: EAs offer a wide range of tax services, including:

  • Tax preparation for individuals, businesses, and non-profits

  • Tax planning and consulting

  • IRS representation and audit defense

  • Tax resolution services (dealing with back taxes, penalties, etc.)

• Cost-Effective Option: While fees vary, EAs can often be more cost-effective than CPAs, especially for straightforward tax returns.

Please send me a message and I'll be happy to answer any and all questions.