Absolutely. We can handle everything remotely. For personal taxes, there is a $75 initiation fee, which is applied to your total if you choose to proceed. For business tax preparation, the initiation fee is $175, also credited toward your final cost.

Generally, clients need to gather all relevant income statements (W-2, 1099 forms), receipts for deductible expenses, and any documentation related to credits or adjustments. If you’re uncertain, we can guide you through any additional records needed.

Yes. We provide comprehensive bookkeeping support—managing financial records, generating reports, and offering recommendations to help keep your business organized and compliant year-round.

You may set up your session through our online booking system or by calling. We’ll confirm the appointment and clarify any documents you’ll need to have ready.

Tax planning helps you make informed financial decisions throughout the year, potentially reducing your tax liability and maximizing savings. Our personalized tax planning services ensure that you take advantage of all available deductions, credits, and strategies tailored to your unique situation.

Absolutely. We offer hassle-free tax extension services to ensure you meet IRS deadlines. We handle all the necessary paperwork and submit your extension request, giving you extra time to prepare your tax return accurately and avoid penalties.