Get in Touch with Us

To prepare your taxes, bring essential personal documents like a photo ID, Social Security cards, and birthdates for everyone on the return. You'll need income forms such as W-2s, 1099s, or records of self-employment income and expenses. Don’t forget documents for deductions and credits, like childcare expenses, mortgage interest, medical expenses, and charitable donations. If you had Marketplace health insurance, bring Form 1095-A, and be sure to have last year’s tax return and your bank details for direct deposit. Having these items ready will help ensure a smooth and accurate tax preparation process!

The time it takes to process your tax return depends on how it is filed and whether there are any errors or complications.

*E-file with Direct Deposit: Most refunds are processed within 21 days by the IRS.

*Paper Filing: Paper returns can take 6-8 weeks or longer due to mailing and manual processing times.

*Delays: Returns with errors, missing information, or certain credits like the Earned Income Tax Credit (EITC) or Child Tax Credit (CTC) may take longer. Using electronic filing and opting for direct deposit is the fastest way to get your refund.

Yes, I can absolutely help with state and local tax filings! I’ll ensure your state and local tax returns are completed accurately and in compliance with all regulations. Whether you need assistance with income taxes, sales taxes, or other local tax requirements, I can guide you through the process. Together, we’ll ensure all necessary forms and documents are prepared and submitted on time, maximizing any potential refunds or minimizing liabilities. Let’s make your tax filing stress-free!