Frequently Asked Questions

Still have questions? If you’re unsure which service you need, an introductory call is the best place to start. If you’re feeling ready, go ahead and schedule an appointment.

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  • I provide the following services:

    • Individual tax return preparation (Form 1040)

    • Small business tax return preparation for sole proprietors and single-member LLCs (Schedule C filed with Form 1040)

    • Tax return review services for individuals who prepared their own tax return

    I do not prepare partnership, S corporation, or C corporation tax returns.

  • I work with individuals, families, and small business owners who:

    • File a personal tax return (Form 1040)

    • Operate a small business as a sole proprietor or single-member LLC

    • Prepared their own tax return and want a professional review before filing

  • I do not prepare:

    • Partnership returns (Form 1065)

    • S corporation returns (Form 1120-S)

    • C corporation returns (Form 1120)

    • Payroll tax returns

    • Sales tax returns

  • Individual tax preparation is the process of preparing and filing a personal income tax return (Form 1040), including reporting income, claiming deductions and credits, and ensuring compliance with IRS and state tax laws.

  • I can prepare returns that include:

    • W-2 wages

    • Self-employment or gig income (Schedule C)

    • Interest and dividends

    • Retirement and Social Security income

    • Rental income reported on Schedule E (when applicable)

    • Capital gains and losses

  • Once all documents are received and complete, most individual returns are prepared within 7–14 business days, depending on complexity and workload during tax season.

  • A small business is defined as a sole proprietor or single-member LLC that reports business income and expenses on Schedule c/e/f as part of the owner’s individual tax return.

  • No. For sole proprietors and single-member LLCs, the business tax return (Schedule c/e/f) is prepared as part of the individual’s Form 1040.

    • Schedule c/e/f income and expense reporting

    • Self-employment tax calculations (Schedule SE)

    • Depreciation and basic asset reporting

    • Review of common business deductions

    • Bookkeeping or accounting cleanup

    • Payroll processing

    • Sales tax filings

    • Business entity setup or restructuring

  • A tax return review is a professional review of a tax return that you prepared yourself to check for errors, omissions, and compliance issues before filing or shortly after filing.

    • Review of income reporting

    • Review of deductions and credits

    • Verification of filing status and dependents

    • Identification of potential errors or red flags

    • Written or verbal summary of findings

    • Preparing or re-preparing the tax return

    • Filing the return on your behalf

    • Tax planning or audit representation

  • If significant corrections are needed, a separate tax preparation or amendment service may be required and quoted separately.

  • Yes. I offer a tax introductory call to discuss your situation, determine the appropriate service, and explain next steps before any tax work begins.

  • Yes. Clients may:

    • Drop off documents

    • Upload documents securely

    • Request document pickup from their home

  • No. Most services can be completed remotely. But in-person appointments are required if you need to stop by the home office.

  • Fees are based on:

    • Type of service (preparation vs. review)

    • Complexity of the return

    • Number of schedules and forms required

  • Yes. A fee estimate is provided after reviewing your intake information.

  • Most tax preparation services are flat-fee based. Tax Return Review (Self-Prepared) or consultations may be hourly.

  • Yes. Federal and state returns are electronically filed once approved and signed.

  • Responding to IRS or state notices is included. If audit support is needed, there will be an add-on service fee.

  • The IRS generally recommends keeping tax records for at least 3 years, and longer for certain situations.