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Our tax advisory services deliver expert guidance tailored to your personal or business needs. From strategic tax planning to regulatory compliance, our advisors ensure you maximize savings while meeting all legal obligations. Trust us to provide proactive solutions for your financial success.
Driver's License or State ID
Income Statements (W-2, 1099s, K-1, or other proof of income)
Deduction Records
Previous Tax Returns (if applicable)
Business EIN & Registration Documents (For Business)
Financial Statements
Expense & Deduction Documentation
Previous Business Tax Returns (if applicable)
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This section is an essential tool that provides quick and clear answers to the most common questions, helping both visitors and the customer service team.
Filing early helps avoid processing delays, reduces the risk of identity theft, and ensures a faster refund if you’re eligible. Additionally, if you owe taxes, early filing gives you more time to plan your payment or set up an IRS payment plan before the April 15 deadline.
It’s best to wait until you have all required documents, such as W-2s or 1099s, to avoid filing an incorrect return. However, if the deadline is approaching and you’re missing some forms, you can estimate your income and file an amendment later if needed. Alternatively, you can request an extension to file by October 15, but any owed taxes must still be paid by April 15.
If you miss the April 15 deadline and owe taxes, you may face penalties and interest on the unpaid amount. However, if you’re expecting a refund, there is no penalty for late filing, but you should file as soon as possible to claim your money. You can also request an extension until October 15, but any owed taxes must still be paid by April 15 to avoid penalties.
You can check your refund status using the IRS’s “Where’s My Refund?” tool on their website or through the IRS2Go mobile app. Typically, electronic filings with direct deposit are processed within 21 days, while paper returns may take longer.
We are committed to delivering professional, accurate, and personalized tax solutions. Thank you for trusting us with your financial needs.