Frequently Asked Questions

General Questions

Common documents include:

  • W-2 forms from all employers
  • 1099 forms (interest, dividends, freelance income, etc.)
  • Previous year's tax return
  • Social Security cards for all family members
  • Photo ID
  • Mortgage interest statement (Form 1098)
  • Property tax records
  • Charitable donation receipts
  • Business expense records (if self-employed)

We'll provide a personalized checklist based on your specific situation.

Our fees vary based on the complexity of your tax situation. We provide upfront estimates before beginning work. Factors that affect pricing include:

  • Number of income sources
  • Self-employment or business income
  • Rental properties
  • Investment transactions
  • Number of states filed
  • Itemized vs. standard deduction

Contact us for a personalized quote.

Yes! We are proud to offer all of our services in both English and Polish. Several members of our team are fluent Polish speakers, and we can conduct your entire appointment in Polish if you prefer.

Our regular office hours are Monday through Friday, 9:00 AM to 5:00 PM. Saturday is available by appointment. During tax season (February through April), we offer extended hours: Monday through Friday 9:00 AM to 5:30 PM, and Saturday 9:15 AM to 3:00 PM. Contact us to schedule a time that works for you.

Tax Preparation

For individual tax returns (Form 1040), the deadline is typically April 15. If April 15 falls on a weekend or holiday, the deadline moves to the next business day. If you need more time, we can file for an automatic 6-month extension, moving your deadline to October 15.

Business returns have different deadlines depending on entity type. Contact us for specific deadline information.

Yes, we regularly help clients catch up on past-due tax returns. We can prepare multiple years of returns and help you address any issues with the IRS. It's always better to file late than not at all, and we can help you navigate the process.

Don't panic! Our Enrolled Agents are authorized to represent you before the IRS. We can:

  • Review and respond to IRS notices
  • Represent you in audits
  • Negotiate payment plans
  • Help resolve tax debts
  • Handle appeals

Contact us as soon as you receive any IRS correspondence so we can help you respond promptly.

Yes, we electronically file (e-file) all eligible tax returns. E-filing is faster, more secure, and allows you to receive your refund more quickly, especially when combined with direct deposit. You'll receive confirmation when your return is accepted by the IRS.

Business Services

The best entity type depends on your specific situation, including liability protection needs, tax considerations, number of owners, and future plans. Common options include:

  • Sole Proprietorship: Simplest form, but no liability protection
  • LLC: Flexibility with liability protection
  • S Corporation: Potential self-employment tax savings
  • C Corporation: Best for businesses seeking outside investment

We can analyze your situation and recommend the most advantageous structure.

Yes, we offer comprehensive bookkeeping services on a monthly, quarterly, or annual basis. Our services include accounts payable/receivable, bank reconciliation, financial statement preparation, and QuickBooks support. This ensures your records are accurate and tax-ready.

Our payroll service handles all aspects of paying your employees:

  • Calculate wages, withholdings, and deductions
  • Process direct deposits or prepare checks
  • File federal and state payroll tax deposits
  • Prepare quarterly payroll tax returns
  • Generate year-end W-2s and W-3s

We can process payroll weekly, bi-weekly, or on whatever schedule works for your business.

Document Portal

Click the "Document Portal" button in our website header or footer to access the portal. If you're a new client, we'll set up your account and send you login credentials. If you've forgotten your password, use the "Forgot Password" link on the login page.

Yes, our document portal uses bank-level encryption to protect your sensitive information. All data is transmitted using SSL/TLS encryption, and documents are stored securely. This is a much safer way to share documents than email.

Still Have Questions?

We're here to help. Contact us and we'll get back to you promptly.

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