Absolutely! We’re always excited to chat with both individuals and business owners about their accounting needs. We service clients in all 50 states and even have clients in other countries. If we find that we’re a good fit for your situation, we’ll work quickly to onboard you. Depending on the complexity of your return, we’ll collaborate to determine if we need to file an extension or if we can meet the original deadline. We look forward to working with you!
As a boutique firm, I strive to work directly with all my clients. We’ll collaborate throughout the year to identify your needs and ensure you’re well taken care of. While I may not be available for unscheduled phone calls around tax deadlines, I do have other tax associates on the team who may assist you as needed. Rest assured, I’m always reachable via email, and we’re here to support you!
Absolutely! We handle most areas of IRS resolution matters that individuals and business owners commonly face. To get started, schedule a meeting with us and mention the letter you received. If you have a scanner, that’s ideal, but if not, your smartphone will work just fine. There are plenty of document scanner apps available in your phone’s app store that can help you create a clear PDF. Simply scan the letter and upload it, so we can discuss it during our call.
Technically. As a hobby, I am a stage combat actor-combatant with the non-profit Royal Chessmen Acting Troupe. During our Fall 2020 Speakeasy Projects, I played starring roles. But it’s just a hobby, my day to day life is as an accountant!
If you’re considering moving to Florida, the first step is to purchase or rent a residence. However, it’s essential to navigate the complexities of ensuring that your former state cannot impose taxes on you or your business. Our Moving Domicile to Florida service is designed to assist new clients in seamlessly transitioning their entire financial lives, helping to prevent any taxation from your previous state.
For a comprehensive guide, check out our Florida Registration Checklist to help you through the process and ensure a smooth relocation experience!
To check when the IRS received your tax return, visit your IRS ID.me account here. If you don’t have an account yet, you’ll need to create one. Make sure to have your ID handy, as you’ll be asked to provide it during the account creation process. Please allow 24-48 hours after filing for the most accurate updates.
Use this tool: https://www.irs.gov/refunds
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If we can’t answer your question here, schedule a consultation, and we’ll hop on a Zoom call. We know how busy you are and don’t want to waste your time.