Frequently Asked Questions

Typically, you’ll need W-2s, 1099s, mortgage interest statements, investment income reports, and documentation for deductions or credits. We’ll provide a personalized checklist to make it easy. 

Yes. We prepare and file federal, state, and local business tax returns, including quarterly estimates and year-end filings. 

Absolutely. We can help bring your filings current and work with the IRS on your behalf to resolve outstanding issues. 

We provide monthly transaction recording, bank reconciliations, financial reporting, and QuickBooks support to keep your records accurate and up to date. 

Yes. We manage payroll processing, tax withholding, reporting, and compliance so you can focus on running your business. 

Definitely. We’ll guide you through the setup process, ensure tax accounts are registered, and implement a system that fits your needs. 

Don’t panic. Send us a copy of the letter and we’ll review it, explain what it means, and work with the IRS to resolve the issue on your behalf. 

Yes. As experienced tax professionals, we can represent you in IRS audits, appeals, and negotiations for payment plans or penalty abatement. 

It depends on the complexity of the case. Simple matters may be resolved within weeks, while more complex issues can take longer. We’ll keep you updated every step of the way. 

We’ll help you evaluate options such as LLC, S-Corp, or C-Corp based on liability protection, tax impact, and your long-term goals. 

Yes. We handle entity formation, apply for your EIN, and ensure all required registrations and filings are completed correctly. 

We provide support with annual reports, franchise taxes, bookkeeping, and tax filings to ensure your business remains in good standing year-round.