To file your taxes, we typically need: A valid photo ID Social Security cards or ITINs for you and your dependents Income documents (W-2s, 1099s, etc.) Expense receipts (if self-employed) Prior year’s tax return (if available) Don't worry—we’ll send you a checklist before your appointment.

Yes! We handle: Personal income tax returns (including self-employed/freelancers) Small business and corporate tax filings Sole proprietors, LLCs, S-Corps, and more We’ll tailor our approach to your unique situation.

Our pricing depends on the complexity of your return or business needs. We offer free consultations to give you an accurate quote—no surprises, no pressure.

Absolutely. We serve clients both locally and nationwide. You can securely upload your documents through our client portal, and we’ll handle everything via phone, email, or video.

Yes. We use encrypted systems and follow strict privacy protocols to keep your data safe. Your information is never shared without your permission.

We’re here all year! Whether you need tax planning, bookkeeping, payroll, or help with IRS letters—we’ve got your back, not just in April.