Frequently Asked Questions

  • What types of tax returns do you prepare?

    We prepare individual, business, and nonprofit tax returns. This includes federal and applicable state filings.

  • Do you handle multi-state tax returns?

    Yes. We regularly assist clients who work, live, or operate businesses across multiple states.

  • Can you help with international or foreign income reporting?

    Yes. We work with U.S. taxpayers who have overseas income, assets, or business interests and help ensure proper reporting and compliance.

  • What documents do I need to get started?

    Required documents vary by situation but often include prior-year returns, income statements (such as W-2s or 1099s), and relevant expense or investment records. We’ll outline exactly what’s needed after an initial discussion.

  • What is the difference between tax preparation and tax planning?

    Tax preparation focuses on filing accurate returns. Tax planning looks ahead to help reduce future tax impact and support better financial decisions throughout the year.

  • Can tax planning help even if my situation isn’t complicated?

    Yes. Even relatively simple situations can benefit from proactive planning, especially when income or life circumstances change.

  • Can you help new businesses get set up correctly?

    Yes. We often work with business owners early on to help structure things properly from a tax and compliance perspective.