Question 1

What documents do I need for my tax return?

Accepted Answer

For individuals, you'll typically need W-2s, 1099s, investment statements, mortgage interest statements (1098), charitable donation receipts, and any other income or deduction documentation. I provide a comprehensive checklist tailored to your situation.

Question 2

How much does tax preparation cost?

Accepted Answer

Pricing depends on the complexity of your tax situation. Individual returns start at $199, and business returns start at $499. I provide upfront pricing after our initial consultation so there are no surprises.

Question 3

What if I haven't filed taxes in several years?

Accepted Answer

Don't worry—this is more common than you think. I specialize in helping clients catch up on unfiled returns and can work with the IRS on your behalf to resolve any outstanding issues.

Question 4

Do you offer audit protection?

Accepted Answer

Yes! All my tax preparation packages include audit protection. If you're audited, I'll represent you before the IRS at no additional charge for returns I prepared.

Question 5

Can you help with tax planning throughout the year?

Accepted Answer

I offer year-round tax planning services to help you make informed financial decisions and minimize your tax liability before year-end.

Question 6

How do I securely share my documents?

Accepted Answer

I use a secure, encrypted client portal where you can safely upload all your tax documents. Your information is protected with bank-level security.

Question 7

What areas do you serve?

Accepted Answer

While I'm based in New York, I serve clients nationwide. Most of my work is done virtually, making it convenient for clients anywhere in the US.

Question 8

How long does tax preparation take?

Accepted Answer

Simple returns are typically completed within 3-5 business days. More complex returns may take 1-2 weeks. During peak tax season, timelines may be slightly longer.

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