Questions people ask us before filing.

Yes. We prepare individual returns, including Form 1040 with federal and state filings, as well as business returns for sole proprietors, single and multi-member LLCs, partnerships, and corporations. If you have both personal and business filings, they can be handled together.

Yes. We are based in Brea, California, but we work with clients across the country entirely remotely. Documents are sent securely, your review can happen by phone or video, and your return is e-filed the same way it would be for a local client.

Yes. Unfiled and late returns are a common reason people come to us. We prepare prior-year returns for the years you are missing and help you get current. Filing late is almost always better than not filing, and we can talk through what to expect before you commit.

Often, yes. If a return was already filed with incorrect or missing information, it can usually be corrected with an amended return on Form 1040-X. We will review what was originally filed, prepare the amendment, and explain how it changes your refund or balance.

To start, we generally need photo ID and Social Security numbers for everyone on the return, your income statements such as W-2s and 1099s, and records of any deductible expenses. If you are self-employed or own rental property, bring your income and expense records too. Send what you have and we will tell you what is missing.

It depends on how complex your return is and how quickly we receive your documents. Straightforward individual returns typically move quickly once everything is in hand. Business returns, multi-state filings, and prior-year catch-up work take longer. We will give you a realistic timeline up front.

Pricing depends on the type of return and how complex your situation is, so we quote it before any work begins. There are no surprise charges. Contact us with a short description of your situation and we will tell you what it will cost.

Protecting your information is a priority. Documents are handled securely and your personal data is not shared outside of what is required to prepare and file your return.