Asked often, answered honestly.

It starts with a free consultation, by phone, text or email — whichever is easiest for you. From there you send your documents securely, I prepare the return and go through it with you, and once you are happy with it you approve and sign electronically. I file it electronically and you get confirmation when it is accepted. There is no office to visit and nothing to drop off; the whole thing happens on your schedule, from wherever you are.

Yes. I work with clients in all 50 states. Returns are prepared remotely and filed with the federal government and with your state, and everything is handled over the phone, by text and through secure document sharing. Where you live never gets in the way of getting your return done.

A good starting point is: photo ID; Social Security numbers for you and your dependents; last year's return; income documents such as W-2s, 1099s and K-1s; records of any expenses you want to claim; mortgage interest and property tax statements; and tuition or student loan statements. Anything else that changed during the year is worth mentioning too. The exact list depends on your situation, and once we talk I will tell you precisely what is needed — nothing more than that.

Fees depend on how complex your return is, so every engagement starts with a free consultation and a quote. You will know your fee before any work begins, and there are no surprises later — nothing charged after the fact and nothing you did not agree to first.

Yes. Federal and state returns are prepared and filed together, so you are never left to file one of them on your own. That includes clients who moved states during the year or worked in more than one state — multi-state situations are handled as part of the return.

Reach out and we will talk through where you stand and what the next step is. The first conversation is free, and there is no judgement about how long it has been — the only thing that matters is getting it sorted out from here.

Yes. Payroll is part of the bookkeeping and payroll service, whether you have one employee or a small team, and it can be set up to run on whatever schedule your pay period follows.

No. Credit repair is an optional add-on and a separate engagement, not part of preparing your return. It begins with a review of your credit reports and an honest conversation about what is actually on them — including when an item is accurate and cannot be removed.

Any time. Tax questions do not wait for spring, and it is easier to plan in the fall than to fix something in April. Reach out whenever something changes — a new job, a new business, a move, or a purchase you are not sure how to handle.