It depends on whether you're filing as an individual or business. No worries - we can always send you a simple checklist so nothing gets missed. For individuals: - ID and Social Security numbers for yourself (and dependents) - W2's from employers - 1099s (contract work, interest, investments, etc.) - Deduction records (medical, childcare, education, charitable contributions, etc.) - Last year's tax return For businesses: - Income and expense records - Bank and credit card statements - Payroll reports - Last year's tax return - Receipts for major purchases or deductions We prepare tax returns based on the information and documents you provide. It's the client's responsibility to ensure information is complete and accurate. If anything is missing or unclear, we'll do our best to let you know. Ultimately, the accuracy of the reported information rests with the taxpayer.

Pricing depends on the complexity of your return. We provide transparent quotes before starting any work. A retainer may be collected for any cleanup and/or consolidation of information.

Absolutely! We help clients catch up on prior year filings and create a plan to move forward.

Yes. We focus on proactive tax planning to help you minimize taxes and avoid surprises.