Frequently Asked Questions

What are the tax filing deadlines?

For most individuals, the federal tax filing deadline is April 15.
Business returns (Partnerships and S Corporations) are generally due March 15.
Extensions may be available depending on your situation.

Can you help if I’m close to or past a deadline?

Yes. If you’re approaching a deadline or are already late, options may still be available. This can include extensions, late filings, or corrective filings depending on the circumstances.

Do I need to have all my documents ready before scheduling?

No. You do not need to have everything prepared before our initial call. The purpose of the call is to understand your situation and outline next steps.

Can you file an extension for me?

Extensions may be available if sufficient information is provided before the deadline. This can be discussed during our initial call.

When will I receive a pricing quote?

After our initial call or after reviewing your pricing form responses, I will provide a non-binding fee estimate by the next business day.

How do appointments work?

Appointments are held via Google Meet, and a meeting link will be automatically sent after scheduling. I recommend joining from a computer or laptop for the best experience.

If you prefer a phone call, please leave a note when scheduling and I’ll be happy to accommodate.

How do I submit my tax documents?

For security reasons, tax documents should not be emailed or uploaded prior to engagement. Once we begin working together, I will provide access to encrypted ShareFile for secure document upload.