Question 1

What documents do I need to get started?

Accepted Answer

For an initial consultation, a general description of your situation is enough. For engagement, we typically need prior-year returns, income documents (W-2s, 1099s), deduction records as applicable, and ID verification as required. We do not collect sensitive documents through the marketing contact form—secure exchange happens through agreed channels after we confirm engagement.

Question 2

Do you help with IRS or state notices?

Accepted Answer

Yes. We assist with IRS, New York State, and New York City notices by reviewing the notice, outlining options, and preparing responses with supporting documentation.

Question 3

Do you work year-round?

Accepted Answer

Yes. Tax season is busy, but we provide bookkeeping, planning, payroll, sales tax, and notice support throughout the year.

Question 4

Do you support small businesses and nonprofits?

Accepted Answer

Yes. We work with self-employed professionals, small businesses, partnerships and corporations, and tax-exempt organizations.