FAQ
Frequently asked questions
What should I bring to my tax appointment?
Bring a photo ID, your prior-year tax return, income documents (W-2s, 1099s), and records of any deductions or credits (mortgage interest, charitable gifts, business expenses). For a business, bring your bookkeeping records and payroll summaries. Not sure? Give us a call and we'll send you a checklist.
Do you work with small businesses?
Absolutely. We support small businesses with bookkeeping, payroll, tax preparation, and year-round planning, so your finances stay accurate and compliant while you focus on running your business.
When are taxes due?
Individual federal returns are generally due April 15 (or the next business day if that falls on a weekend or holiday). Business deadlines vary by entity type. We'll help you track your deadlines and can file an extension if you need more time.
Can you help if I'm behind on bookkeeping or filings?
Yes. We regularly help clients catch up on back bookkeeping and prior-year filings, and we'll work with you to get current and stay that way.
How do I get started?
Reach out through our contact form or give us a call. We'll set up a conversation to understand your needs and recommend the right mix of services.