Tax Services

Q: When is the tax filing deadline?
A: The standard tax filing deadline for individuals is April 15. If it falls on a weekend or holiday, the deadline may shift to the next business day. Business tax deadlines vary, so contact us for specific dates.

Q: What documents do I need for tax preparation?
A: Common documents include W-2s, 1099s, prior-year tax returns, receipts for deductions, investment statements, and any business income records. We provide a detailed checklist based on your situation.

Q: Can I file an extension?
A: Yes! Individuals can file Form 4868 for an automatic six-month extension, but it does not extend the deadline for paying any taxes owed. Businesses can also file extensions as needed.

Q: What should I do if I receive an IRS audit notice?
A: Don’t panic! Contact us immediately. We provide IRS audit representation and will guide you through the process to ensure compliance and the best possible outcome.

Accounting & Bookkeeping

Q: Do I need a bookkeeper for my small business?
A: If you’re spending too much time managing finances instead of growing your business, a bookkeeper can save you time and help ensure accuracy in financial reporting.

Q: How often should I update my books?
A: Ideally, bookkeeping should be done monthly to keep your finances organized and ready for tax season.

Q: What accounting software do you recommend?
A: We work with QuickBooks and other leading accounting platforms. We also offer setup and training for business owners.

Business & Financial Services

Q: What’s the best business structure for tax savings?
A: It depends on your business goals. LLCs, S-Corps, and C-Corps each have unique tax benefits. We can help you determine the best structure for your needs.

Q: Do you offer payroll services?
A: Yes! We handle payroll processing, tax withholdings, direct deposits, and compliance with state and federal regulations.

General Questions

Q: Do you offer virtual tax preparation?
A: Yes! We offer secure, remote tax preparation and consultations via phone, email, and video calls.

Q: How can I schedule a consultation?
A: You can call us, send us an email, or visit our website to book an appointment.

Q: Where is your office located?
A: We are moving to Sugar Land, Texas, in summer 2025. Stay tuned for updates on our new location!

Q: Do I need to visit your office?
A: No! While we are excited about our move to Sugar Land, Texas, in summer 2025, we serve clients nationwide through our fully remote services.