Frequently Asked Questions

 If you don’t have a lot of time to spend on tax preparation or your situation is complicated, hiring a tax professional is generally the way to go.  If you are self employed, fully employed, or a business owner; hiring a tax professional can help you immensely.  

It is best to come prepared with all financial documents received from your job, bank, investment accounts, and business receipts.  Let your tax preparer know about any major life changing events; i.e  child birth, new home purchase, etc. The more prepared you are, the easier it is to help you and maximize your return. 

Does your tax professional return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right tax professional, the answers should be a resounding "Yes!".