Frequently Asked Questions

 I provide virtual tax preparation, bookkeeping, and tax planning services for individuals, families, and small business owners.
This includes:

• Individual & joint tax returns
• Small business (Schedule C) returns
• Partnerships & corporations
• Multi-state filings
• Ongoing bookkeeping & clean-up
• Strategic tax planning & consultations

All services are handled remotely, securely, and with personal attention.

 Yes. I work with clients nationwide, including multi-state returns. However, due to new recent requirements from certain states, I cannot prepare or file taxes for the following states: Connecticut, New York, Oregon and Iowa Everything is handled virtually—no in-person visits required.

 Simple and stress-free:

• You download a customized app and upload documents through my secure portal
• I review, prepare, and verify your return
• We address any questions or clarifications
• Your return is filed electronically once approved

You’ll always know what stage your return is in.

 Our starting base price is $125. The price you pay for our services depends on several critical factors. These include the complexity of your tax situation, the number of forms required, whether you file state returns, and the time involved in preparation. 

Please review the Fees and Pricing section for an idea of the range of pricing. Final fees or changes to agreed upon fees will be discussed before moving forward.

 Yes—tax planning is strongly encouraged.
Preparation looks backward; planning looks forward. Strategic planning can help reduce future tax liability, improve cash flow, and align your business decisions with long-term goals.

 I work with secure, professional-grade tax and bookkeeping systems designed to protect your data and streamline communication.

You’ll receive clear instructions and support every step of the way.

 Yes. Security and confidentiality are top priorities.

All documents are transmitted and stored using encrypted, secure platforms that meet industry standards.

 Yes. If you need an extension, I can file it for you.

Please note: an extension to file is not an extension to pay—estimated payments may still be required to avoid penalties and interest.

 Yes. Prior-year filings, amendments, and corrections are available. Fees vary based on the number of years and complexity involved.

 Tax preparation is a professional service based on information provided by the client.

Because of the time and expertise involved, fees are non-refundable once work has begun.

 Simply reach out through the website, email or text to request services.

You’ll receive next steps, pricing clarity, and access to your secure portal.