Frequently asked questions.

  • Returns we prepare:

    Individual Federal Return 1040 with all Schedules

    State Return if applicable - including Part-year and multiple State

    Small Business Return if filed as Schedule C

    Non Resident Return 1040 NR

    Senior Returns 1040 SR

  • Here’s a PDF listing the documents required

  • Sign the Engagement Letter

    Receive a link to Secure Portal

    Upload necessary documents to Portal

    Review Return when ready

    Provide instructions for Direct Deposit

    Electronically authorize e-File

  • Crypto or Digital Currency Transactions in Individual Returns

    AMT Individual Returns

    1065 Partnership Returns

    1120 S-Corp Returns

    1120 C-Corp Returns

    990 - Non Profit Returns

  • An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

  • We use Verifyle- a highly secure document portal for storing and exchanging sensitive documents. All client information is stored in encrypted form.