Frequently Asked Questions

I am currently limited in tax planning, but we can discuss your situation to see if I am able to point you in the right direction. Since I am only a preparer, I cannot practice tax law and you would need to consult a tax attorney.

Just drop me an email with your contact information and I will call you to schedule a good time for the both of us. Since most people work regular time, I'm setting up my work after 5pm. Occasionally, I will be available during morning  hours.

We provide tax services for students, individuals, single parents, married couples, W2 employees with dependents, Uber, Lyft, Instacart, and Door Dash 1099 NEC filers.

Once we've agreed to work with each other, you will need to be ready to provide at a minimum, your W2 Wages and Income Statement from your employer(s), A valid State Issued ID, and the SSNs for any dependents that you would be claiming. 

For Rideshare I will need to have a copy of the 1099-NEC(s) from the company or a document that captures all of your income earned at the company. You should also have with you documentation to support all your business income and expenses. These should be available on the rideshare app, or you can call their customer service to have them email it to you.

If you do both such as work as a W2 and rideshare on the side, bring both the W2 and 1099-NECs. 

Per the IRS, if you normally receive a refund, you have up to 3 years to file your tax returns and receive the return you are owed.

Per the IRS, to be in good standing with the IRS you must have filed at least the last 6 years returns. 

If this is your situation, I can help with tax preparation and filing so that you can, but up to date with the IRS, see what your particular tax liability will be, and determine how you will pay.

The goal is to get your taxes filed so that you can live stress free without knowing.