Frequently Asked Questions

Still have questions? If you’re unsure which service you need, an introductory call is the best place to start.Take a look at the FAQ or reach out anytime. 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

  • 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.

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

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

    • Schedule C 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 (additional fee may apply)

  • No. Most services can be completed remotely. In-person appointments are available when needed.

  • 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 not included but may be offered as a separate service.

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