Frequently Asked Questions

Yes! We offer appointments by phone, Zoom, or in-person (if local). Just choose what works best for you when booking. 

Absolutely. We can file past years, respond to IRS letters, and help you get caught up even if you haven’t filed in years.

For most people:

April 15 is the deadline to file and pay your taxes each year.
If you’re late, you may owe penalties—so it’s best to file early or ask for an extension if needed.

You'll need:

• Photo ID (like your driver's license)
   
• Social Security numbers (for you, your spouse, and dependents)
   
• W-2s from employers
   
• 1099s if you're self-employed or got other income
   
• Bank interest or dividend forms
   
• Childcare expenses or education costs (if any)
   
• Last year’s tax return (if available)
   
• Any letters from the IRS or FTB