Do you file both federal and state tax returns?

Yes. I am authorized to prepare and file federal tax returns and state tax returns in most U.S. states. During your consultation, I’ll confirm your state requirements and make sure everything is handled correctly.

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Who do you prepare taxes for?

I prepare taxes for:

- Individuals  

- Sole proprietors  

- Single‑member LLCs  

- Small businesses  

- Side‑hustle and gig‑work earners  

If you’re unsure where you fit, I’ll guide you.

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What documents do I need to provide?

You’ll receive a secure checklist, but most clients provide:

- W‑2s, 1099s, and income records  

- Business expense documentation  

- Bank and credit card statements  

- Mileage logs (if applicable)  

- Home office details (if applicable)  

- Prior‑year tax return  

If anything is missing, I’ll help you track it down.

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How do I send my documents to you?

All documents are uploaded through a secure, encrypted portal. No emailing sensitive information. You’ll receive clear instructions and a simple checklist to follow.

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Can you help if my books aren’t caught up?

Absolutely. Many clients come to me with books that are behind, messy, or confusing.  

I offer cleanup services to get everything organized and tax‑ready before filing.

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How long does tax preparation take?

Most returns are completed within 7–14 days once all documents are received.  

Complex or multi‑state returns may take a bit longer, but you’ll always receive updates along the way.

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Do you offer extensions?

Yes. If you’re not ready to file by the deadline, I can file an extension for you and help you understand what that means for your situation.

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How will I receive my completed tax return?

You’ll receive:

- A secure digital copy of your full return  

- Filing confirmation  

- A summary of key details  

- Optional: a walkthrough call if you want everything explained clearly  

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Can you communicate with my bookkeeper or accountant?

Yes. If you have other professionals involved, I’m happy to coordinate with them to ensure everything is accurate and consistent.

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Do you offer year‑round support?

Yes. Many clients choose ongoing bookkeeping or quarterly check‑ins so tax season is smooth and stress‑free.

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What if I’m nervous or embarrassed about my situation?

You’re safe here.  

My work is judgment‑free, compassionate, and rooted in stewardship and integrity.  

No matter how behind or overwhelmed you feel, we’ll walk through it together.