Frequently Asked Questions

Start as soon as W-2s and 1099s arrive. Early prep gives time to gather documents, confirm deductions, and fix issues before deadlines. Our licensed tax professionals review everything, answer questions, and file accurately. Filing early often speeds refunds and reduces stress, especially for multi-state or investment returns.

Yes. We prepare multi-state returns for individuals and businesses. Our  licensed tax professionals handle apportionment, credits, and residency rules so you avoid double taxation and missed refunds. We coordinate each state filing, explain what documents are needed, and e-file securely, making complex multi-state compliance straightforward and accurate.

An audit is a review of your return and supporting records. Our enrolled agents and CPAs represent you, organize documentation, and speak to the IRS for you. We explain each request, protect your rights, and work toward a fair, efficient outcome while minimizing disruption to your business or personal life.

Owners often miss home-office expenses, mileage, startup costs, depreciation, and professional services. We review receipts and bank activity, document deductions properly, and explain recordkeeping that stands up to audits. Our approach helps you lower taxable income legally while keeping compliance tight and documentation ready for review.

We can request IRS transcripts, reconstruct missing data, and prepare accurate returns. Using verified wage, income, and account information, we create compliant filings that reflect your history. You’ll receive a secure copy of everything for future reference and an action plan to avoid gaps going forward.

We use encrypted portals, private servers, and strict access controls that align with IRS and federal security standards. Only authorized professionals review your files. We never share data without permission, and every transmission is protected end-to-end to keep your personal and financial information secure.

Make accurate quarterly estimates. We calculate payments based on projected income, withholding, and deductions, then adjust if your situation changes.

Act quickly. We evaluate eligibility for lien release, withdrawal, or subordination, then contact the IRS to pursue the best option. At the same time, we set a realistic payment plan, protect your credit where possible, and prevent further collection activity against your income or assets.

Yes. We project income, deductions, and credits to set accurate quarterly estimates, then adjust mid-year as circumstances change. Paying the right amounts prevents penalties, avoids large balances due, and supports better budgeting for self-employed professionals and small business owners nationwide.

Yes. We clarify estimated payments, self-employment tax, and deductible expenses for single-member and multi-member LLCs.  Clear guidance early helps avoid penalties and keeps cash flow predictable.

A CP2000 means IRS records don’t match your return. Send it to us promptly. We compare reported forms to your filing, prepare corrections or explanations, and respond before the deadline. Addressing it quickly prevents additional penalties and usually resolves the matter efficiently.

We use secure uploads, clear checklists, and proactive updates. Every return is handled and reviewed for accuracy and savings opportunities. With virtual meetings, e-signatures, and fast e-filing, the process is simple. Clients appreciate timely communication, transparent expectations, and results they can trust year after year.