Frequently asked questions.
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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
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Here’s a PDF listing the documents required
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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
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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
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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.
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We use Verifyle- a highly secure document portal for storing and exchanging sensitive documents. All client information is stored in encrypted form.