FREQUENTLY ASKED QUESTIONS

What documents do I need to bring for my tax appointment? You’ll need identification, income statements (W-2, 1099s, etc.), deductible expense records, and any relevant financial documents. How long does it take to prepare my taxes? The time varies depending on the complexity of your tax situation, but most returns are completed within 1–3 business days. Can I file my taxes with you if I’m self-employed? Yes, we specialize in assisting self-employed individuals with tax preparation, deductions, and compliance.

What is tax planning, and why do I need it? Tax planning involves strategizing to minimize tax liability and optimize financial outcomes by leveraging credits, deductions, and legal tax-saving methods. When should I start tax planning? Tax planning is most effective when done year-round to ensure compliance and maximize benefits.

Do you offer bookkeeping for small businesses? Yes, we provide tailored bookkeeping services to meet the needs of small businesses across various industries. What information do you need to handle my bookkeeping? We require access to financial records, bank statements, invoices, receipts, and payroll details.

What types of documents can you notarize? We notarize affidavits, contracts, power of attorney, real estate documents, and more. Do I need to make an appointment for notary services? While walk-ins are welcome, we recommend scheduling an appointment for faster service.

Can you help me choose the right health insurance plan? Absolutely! We assess your needs and budget to guide you toward the best coverage options. Is health insurance tax-deductible? Certain health insurance premiums may be deductible; we’ll help you determine eligibility.