FAQ

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FAQ

Frequently Asked Questions

We believe in financial transparency, and that starts with clear answers. We’ve compiled a list of the most common questions our clients ask about our services, pricing, compliance standards, and the process of working with our firm.

Can’t find your answer here? Please don’t hesitate to reach out to our team directly—we’re here to provide the financial clarity you need.

1. What documents do I need for my tax appointment?

Please bring:

W-2
1099 (contractor, self-employed, Uber, DoorDash, etc.)
ID (driver’s license or state ID)
Social Security or ITIN information
Income & expense records (if self-employed)
Dependents’ information
Any IRS or State letters
Last year’s tax return (optional but helpful)

2. Do you work with self-employed individuals and small businesses?

Yes. We specialize in:

Self-employed (Schedule C)
LLCs
Small contractors
Service businesses
Roofing, construction, cleaning companies
New business owners

3. Can you help me if I received a letter from the IRS or the State?

Absolutely. We explain the letter, help you understand what it means, and guide you step-by-step on how to respond correctly.

We can also file tax amendments if needed.

4. Do you offer bilingual service?

Yes. We provide full service in English and Spanish.

5. Can you file previous years or fix old tax returns?

Yes. We prepare:

Prior-year returns
Corrections (amendments)
Missing or incomplete filings

We can also help resolve IRS issues from past years.

6. Do I need an appointment?

Appointments are recommended during tax season.

Walk-ins may be accepted depending on availability.

7. How long does my tax refund take?

Most refunds take:

7–21 days with e-file and direct deposit
(Processing times may vary depending on IRS review.)

8. Do you work with ITINs?

Yes. We file taxes for clients with ITINs and can assist with renewal or application.