FAQs
- What is your typical process for working with a new customer?
We make working together easy, efficient, and stress-free. Here’s what you can expect: - Initial Consultation – We start with a free introductory call to discuss your tax situation, needs, and goals. This is your chance to ask questions and see if we’re a good fit. - Onboarding & Next Steps – If you’re ready to move forward, I’ll send an onboarding email with everything you need: an engagement letter, invoice, tax questionnaire, and a checklist of documents required for your return. - Document Submission & Processing – Once you submit your documents, please allow 1-2 weeks for me to prepare your return. During this time, I’ll review your information carefully to ensure accuracy and find every opportunity to optimize your tax outcome. - Review & Discussion – I’ll reach out to go over your tax results, whether it’s a refund or a balance due. We’ll discuss your options, answer any questions, and explore tax-saving strategies for the future. - Final Approval & Filing – Once you’re satisfied with everything, you’ll sign off, and I’ll e-file your return. If there’s any remaining balance on your invoice, that will be due at this stage. - Payment Assistance (If Needed) – If you owe taxes, I can guide you on setting up a payment plan or making a direct payment to the IRS or state agencies. Throughout the entire process, we keep communication clear and efficient, making tax filing as easy and stress-free as possible. We are also available year round for questions. Ready to get started? Let’s schedule your consultation today.
- How did you get started doing this type of work?
I’ve always been passionate about helping people navigate complex systems, and taxes can be overwhelming for so many. I got started in this field because I love the idea of making tax season easier and helping clients save money while staying compliant. It’s been incredibly rewarding to see how much of a difference I can make for individuals and small businesses!
- What types of customers have you worked with?
We’ve had the pleasure of working with a diverse mix of clients—from laundromat owners and influencers to entrepreneurs juggling multiple businesses alongside full-time jobs. Our expertise spans small business owners operating as S-corps and C-corps, as well as individuals with rental properties, investments, and other complex tax situations.