General Services & Onboarding

1. Who is your ideal client?

Our ideal client is the small business owner, entrepreneur, or self-employed professional (including gig workers) who is focused on growth and needs expert guidance to navigate complex tax and financial regulations. We also serve individuals seeking detailed, stress-free tax filing and planning.

2. How do I get started with your services?

You can start by selecting the service you need (e.g., Business Filing, Tax Planning) on our website and completing the corresponding Client Intake Form. Once submitted, we will review your information, confirm pricing, and reach out to schedule your initial consultation or request the necessary documents.

3. What documents will I need to provide for tax filing?

For Individual Filing, you'll need W-2s, 1099s, mortgage interest statements, and investment records. For Business Filing, you must provide finalized Profit & Loss Statements, Balance Sheets, and any relevant source documents (e.g., 1099-NECs issued, asset purchase receipts). We provide a detailed checklist after you enroll.

Tax Filing & Optimization

4. What is the difference between Individual Tax Filing and Self-Employed & Small Business Filing?

• Individual Filing covers your personal tax return (Form 1040) based on W-2 income, investments, and personal deductions.

• Small Business Filing specifically covers the preparation of your business tax forms (e.g., Schedule C, Form 1120-S, Form 1065) and ensures all business income, deductions, and credits are correctly handled before being flowed onto your personal return (if applicable).

5. How does Tax Strategy & Planning help my business throughout the year?

Tax Planning is a proactive, year-round service that goes beyond just preparing your tax return. We analyze your current cash flow and projections to recommend strategic moves, such as optimizing your entity structure, timing equipment purchases, and maximizing retirement contributions, ensuring you pay the least amount of tax legally required.

6. I use QuickBooks/Xero. Do I still need your help with filing?

Yes. While good bookkeeping is essential, we translate your raw financial data (P&L, Balance Sheet) into the correct format for the IRS and state authorities. We identify common errors, ensure proper expense categorization, and apply complex tax codes (like depreciation or R&D credits) that software alone cannot manage.

Business Setup & Entity

7. What is included in Business Filing Assistance?

This service provides expert guidance on selecting the best legal structure for your new venture (e.g., LLC vs. S-Corp), which impacts your taxes and legal liability. We assist with filing the necessary paperwork with the state and obtaining your Employer Identification Number (EIN) from the IRS, ensuring you start compliant.

8. Should I be an LLC or an S-Corp?

The optimal choice depends on your revenue, desired liability protection, and potential tax savings. Generally, high-revenue businesses often benefit from the S-Corp election due to potential payroll tax savings, while smaller or lower-revenue businesses often prefer the simplicity of an LLC. Our assistance service helps you make this critical choice.

IRS Issues & Protection

9. What should I do if I receive a letter from the IRS or state tax agency?

Do not ignore it! Immediately enroll in our IRS Support & Resolution service. We will review the notice, explain exactly what the agency is asking for, and prepare a professional, timely response on your behalf to prevent further escalation or penalties.

10. What is the difference between Audit Protection Service and Audit Representation?

• Audit Protection Service is add-on that covers the costs associated with defending the tax return we prepared for you if it is audited (correspondence, preparation time, etc.).

• Audit Representation is the actual service where we act as your Power of Attorney before the IRS. This is a fee-based service hired when an audit or examination is initiated, whether or not we prepared the original return.

11. What is an Audit Risk Analysis?

This is a proactive review of your past tax returns and financial records. We look for common red flags, incomplete documentation, and errors that could trigger an audit. We then provide concrete steps you can take now to correct any issues and significantly lower your audit risk in the future.