Clear. Honest. Personal.
Tax Preparation & Resolution
Individual taxes, business taxes, and tax resolution — handled with warmth and real expertise, so you feel confident and supported.
Individual Tax Preparation
Personal returns, self-employment, rentals, investments — explained in plain English.
Business Tax Preparation
Partnerships, S-corps, and sole proprietors — accurate and on time.
Nonprofit Tax Preparation
Form 990 series for tax-exempt organizations — keeping your nonprofit compliant and in good standing.
Tax Resolution
Back taxes, IRS notices and letters, payment plans, and penalty relief questions.
Simple & secure
How it works
Book a Discovery Call
We'll talk through your needs and make sure we're a good fit — no pressure.
Get Your Portal Invite
You'll receive a secure client portal invite by email.
Upload Documents Securely
Upload everything through the encrypted portal — never by email or text.
Review & Sign
We review your return together, answer your questions, and you e-sign.
File
We e-file your return and you're done — signed, sealed, delivered.
Come prepared
What to bring to your appointment
A simple checklist so you feel ready and we can make the most of our time together. Don't worry if you're missing something — we'll guide you.
Identification & Basics
- Photo ID (driver's license or state ID)
- Social Security cards or ITIN letters for you and all dependents
- A copy of last year's tax return (if you have one)
- Bank account and routing number for direct deposit
Income Documents
- W-2s from all employers
- 1099-NEC / 1099-MISC (contract or freelance work)
- 1099-INT / 1099-DIV (interest and investment income)
- 1099-R (retirement distributions) and 1099-G (unemployment or refunds)
- Records of any other income (cash, rental, crypto, etc.)
Deductions & Expenses
- Receipts for self-employment or business expenses
- Charitable donation receipts
- Records of medical and dental expenses
- Educator expense receipts (if applicable)
Home & Property
- Form 1098 (mortgage interest)
- Property tax records
- Closing statements for any home purchase or refinance
Family & Dependents
- Childcare expenses and the provider's tax ID
- Form 1095-A (Marketplace health insurance)
- Adoption expense records (if applicable)
Education
- Form 1098-T (tuition) and 1098-E (student loan interest)
- Records of any education-related expenses
Estimated Payments & Notices
- Records of estimated tax payments made during the year
- Any IRS or state tax notices or letters you've received
For your security, please bring these to your appointment or upload them through your secure client portal — never send documents by email or text.
For your protection, please NEVER email tax documents, Social Security numbers, or photos of IDs. Upload everything securely through your client portal.
Good questions
Tax Services FAQ
Tax preparation is filing your annual return. Tax resolution is help with existing tax problems — back taxes, IRS notices, payment plans, and penalty relief. We do both.
Always through your secure client portal. Never email or text tax documents, SSNs, or photos of IDs — that's not secure.
Yes — we prepare business returns (partnerships, S-corps, and Schedule C sole proprietors) and can help with business tax resolution.
Don't panic. We can help you understand your options, set up a payment plan, and explore penalty relief. Book a Tax Resolution Discovery Call to start.
Pricing depends on the complexity of your return. We'll give you a clear quote on your Discovery Call — no surprises.
Timelines & next steps
Process & Deadlines
Common questions about how we work together and the key dates to keep on your calendar.
It starts with a free Discovery Call so we can understand your needs and confirm we're a good fit. Then you'll get a secure portal invite, upload your documents, we review your return together, you e-sign, and we e-file. Simple and secure from start to finish.
As early as possible — especially during peak season (January–April). Booking early gives us time to review everything thoroughly and avoids the last-minute rush.
Form 1040 & Ohio IT 1040 due April 15, 2027 | Extension deadline October 15, 2027 | Estimated payments: January 15, 2027 (4th qtr 2026); April 15, June 15, and September 15, 2027.
W-2s and 1099-NEC due February 1, 2027 | Partnerships (1065) & S-Corps (1120-S) due March 15, 2027; extended September 15, 2027 | Sole proprietors (Schedule C) follow individual deadlines.
We can file an extension for you, which gives you extra time to file — but it does not extend the time to pay any taxes you owe. We'll help you estimate and pay on time to avoid penalties.
Most returns are completed within a few business days once we have all your documents and information. Complex returns or resolution cases may take longer — we'll keep you updated every step of the way.
Let's tackle your taxes together.
Book a free Discovery Call or join the waitlist for the 2027 season.