Frequently Asked Questions
Yes — even if your business had zero income or a loss, you may still need to file to stay in compliance, claim deductions or credits, or avoid penalties. We’ll review your situation and confirm whether filing is required.
You can deduct expenses that are ordinary (common in your industry) and necessary (helpful and appropriate for your business). Examples include advertising, professional fees, software subscriptions, office supplies. We’ll help you identify and document every deduction you qualify for.
Your entity type influences what tax returns you file, how income flows to you, and which tax rules apply. We’ll walk you through how your structure affects you now and if it makes sense to adjust for future tax benefits.
If you expect to owe more than a certain amount when you file, the IRS requires you to pay estimated taxes quarterly (typically April, June, September, January). We’ll estimate what you owe, help you plan the payments, and avoid surprises.
You should keep documents such as income records, expense receipts, and tax returns for at least 3 years, and sometimes longer if you claimed certain credits or had complex deductions. We’ll guide you in setting up secure digital storage and making sure your records are audit-ready.
Yes — we assist with past-year filings and late returns. We’ll review prior years’ documents, identify missed deductions or penalties, and help you get back in compliance so you can move forward with confidence.
Why Business Owners Choose Us
We make business tax preparation clear, convenient, and reliable, so you can focus on running your business with confidence.
Save Time
You can send your documents securely online, and we’ll take care of the rest—no appointments or confusion.
Reduce Risk
We review every detail carefully to make sure your return is accurate and filed correctly the first time.
Stay Compliant
We keep your business up to date with current IRS rules and ensure everything is filed properly and on time.
Year-Round Support
You’ll always have direct access to Connie for questions, guidance, or help with past-year returns.
How It Works
We keep the process simple, transparent, and efficient—so you always know what’s happening and what comes next.
1. Share Your Information
Send your business documents securely online. We’ll review everything to understand your situation and what’s needed.
2. Get Upfront Pricing
Once we’ve looked over your documents, we’ll send an engagement letter and invoice with clear, fixed pricing—no surprises.
3. We Prepare Your Return
After you sign and submit payment, we prepare and review your return for accuracy, compliance, and all eligible deductions.
4. You File Stress-Free
You’ll review the finished return, sign the e-file form, and we’ll handle the filing. We’ll let you know as soon as it’s accepted by the IRS.