Frequently Asked Questions

You'll need to bring: W-2s from all employers, 1099 forms for freelance or contract work, last year's tax return, Social Security cards for all family members, photo ID, bank account information for direct deposit, and any relevant deduction documentation (mortgage interest, charitable donations, medical expenses, etc.).

My pricing varies based on the complexity of your return. I provide a free estimate before starting any work. Contact me for a personalized quote based on your specific situation.

Most individual returns are completed within 1-2 business days. More complex returns may take longer. I'll give you a timeline estimate at your appointment. E-filed returns typically receive refunds within 10-21 days.

Yes! While tax season is my busiest time, I provide year-round services including tax planning, quarterly estimated payments, IRS representation, bookkeeping, and tax consulting. I'm here to help whenever you need me.

Absolutely. I can help you file prior year returns and work with the IRS to resolve any outstanding issues. I'll help you understand your options and create a plan to get you back on track.

Don't panic! Contact me immediately. I offer IRS representation services and will help you respond appropriately. I'll review the notice, explain what it means, and represent you in communications with the IRS.

Yes, I prepare returns for sole proprietors, partnerships, LLCs, and S-corporations. I also offer bookkeeping services and quarterly tax planning to help keep your business finances organized year-round.

You can schedule an appointment by calling me at (530) 701-6538 or using my online scheduling form. During tax season, I recommend booking early as appointments fill up quickly.

I accept cash, checks, and major credit cards. For your convenience, I also offer the option to deduct my fee from your refund (refund transfer).

Absolutely. I take your privacy seriously and follow strict confidentiality protocols. Your personal and financial information is never shared with third parties and is secured using industry-standard practices.