Question 1

What documents should I bring for tax preparation?

Accepted Answer

We usually review income forms, records of deductible expenses, and last year's return if you have it. The documents needed depend on your income, household, and filing situation.

Question 2

Can you prepare both personal and business tax returns?

Accepted Answer

We prepare individual and business tax returns. Tell us about your filing needs so we can discuss the records involved.

Question 3

Can I upload my tax documents securely?

Accepted Answer

We provide a secure document upload option for tax records. Please use that channel rather than sending sensitive documents through an ordinary email.

Question 4

What happens during a tax consultation?

Accepted Answer

We ask about your tax question, review relevant information, and discuss possible next steps. You can bring documents or questions related to your situation.

Question 5

Can you help with a tax notice?

Accepted Answer

We can review a tax notice and the records related to it. We can explain what information it requests and discuss how to prepare a response.

Question 6

Do you prepare amended tax returns?

Accepted Answer

We review the filed return and the updated information you provide. If an amendment is appropriate, we can discuss preparing one.

Question 7

Can you help me plan for taxes before filing season?

Accepted Answer

We discuss tax considerations throughout the year, including changes to income or business activity. Bring the details you have so we can focus the conversation on your circumstances.

Question 8

What should I bring to a bookkeeping meeting?

Accepted Answer

We may review bank statements, receipts, invoices, and existing bookkeeping records. The materials depend on your business and the accounting support you need.

Question 9

How do I schedule an appointment with an accountant?

Accepted Answer

We let you choose an appointment type and an available time through the online booking calendar. You can also contact us to discuss which appointment fits your question.

Question 10

Do you offer year-round tax support?

Accepted Answer

We can discuss tax and accounting questions outside filing season. Contact us with your topic and we will explain how we may be able to help.

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