Frequently Asked Questions

Can I schedule an appointment online?

You can schedule an appointment here

Are you accepting new clients?

We are currently accepting new clients who are business owners and entrepreneurs. Schedule a 30 Minute New Client Consultation here to find out if we are a good fit for each other.

What should I do if I receive a notice?

Receive a notice from the IRS? Don’t panic, read this!

What are the tax deadlines?

How much do your tax preparation services cost?

Annual pricing starts at a $1500 minimum and usually consists of a business and personal tax return.


Can you help me with an LLC creation?

Yes, please fill out this form to get started.

How do I upload document for my tax preparation?

Click here for access to our portal

What information do you need to set up an LLC or entity?

We need the name of LLC/business, your full name, mailing address of business, type of business, owner or owner’s names & % ownerships, Each owners mailing address, Each owners social security number, your phone number, your email address, Type of set up (S-corp, Partnership, Just LLC)

How do I share my QuickBooks file?

  • If QB online – 2 options based on the version you have:
    1. Click on the gear icon in the top right corner, then “manager users”, There will be two tabs (users, accounting firms) – click on accounting firms, add my email address in this section –
    2. click on the gear icon in the top right corner, then “your team” under the company section, add my email address –
  •  If QB desktop – save a backup to send to us:
    1. Go to file (top left), create a copy, create a backup copy, local backup, save on your computer:
    2. Email over the backup
    3. If backup is too large to email – save to google drive or dropbox and send me the link or you can save in our portal Access TaxDome here.

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