Tax Info

Option A: You can access a copy of your filed tax return directly through your client portal.

Option B: If your taxes have been submitted to the IRS, I am happy to send you a password-protected copy of your return. Please allow 24–48 hours from your request. Just email me and I will take care of it.

Note: If you need it immediately for a mortgage or loan, you can often use a free IRS Tax Transcript online instead.

During tax season, you can expect to hear from me within two weeks of my receiving your tax documents. I prepare returns in the order they are received, so in the busy season I appreciate your patience as I work to get to every client in a timely manner.

If your return is simple and you send your W-2s and other tax information ahead of time, we can sometimes finish during our first session together. If your situation is busier, such as a small business or a few rentals, it may take a little longer. In that case I may ask you to send your business information ahead of time, or we can set up a quick follow-up call to wrap things up.

It depends on your situation: a simple return with one W-2 is very different from a business with several income streams, multiple states or an S corporation. The first call is free. Tell me what you have going on and I will explain how I would approach it before you decide anything.

Yes. Everything can be done virtually, so you can work with me from anywhere in the United States. We can meet by phone or video and share documents securely online. When you become a client, I will ask for a quick identity check to keep your information safe.

You tell me about your business and which forms have landed in your inbox. I explain what they mean, point out where deductions or planning opportunities may be hiding, and map out your next steps. There is no pressure and no jargon.

Nothing is required. If you have them handy, bring last year’s return, any 1099s or W-2s you have received, and a rough idea of your business income and expenses. The Business Loss Tracker Toolkit can help you organize your numbers.

Not at all! I help everyone from families and retirees to side-hustlers and creators. But I do find myself naturally drawn to small business owners. There’s something incredibly rewarding about watching an entrepreneur build a business that supports the community, and I love using my tax strategy to help them make that happen.

Filing looks backward. Planning looks forward. When we map out your year in advance, you can make decisions that lower what you owe, instead of finding out in April what could have been done in March.

I am pleased to help my current clients request an extension of time to file their tax returns. Please contact me before the filing deadline so there is time to get it done. Keep in mind that an extension only gives you more time to file, not more time to pay what you owe. I highly recommend making an estimated payment when the extension is filed to help avoid penalties and interest.

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You can pay a tax bill or your quarterly estimated tax payments directly at irs.gov/payments. Always go to that official address yourself. I will never ask you to pay the IRS through me, and I will never send you a link to pay by text or email. If I prepare your return, I will tell you the amount and the due date, and I am happy to walk you through the steps on a call.

Please do not skip filing. File on time even if you cannot pay the full amount, and pay what you can. The IRS offers payment options, including payment plans, and you can see them at irs.gov/payments. I can help you understand your options before you decide.

Don’t panic, and don’t ignore it. Most notices have a response date, so read it soon. If I prepared your return, send me a copy of the letter and I will help you understand what it is asking for and what to gather. I am not a CPA, enrolled agent or tax attorney, so if you need someone to represent you before the IRS, I will point you to a qualified professional.

My focus is the current tax year. If you have a past-year return that needs attention, contact me with the year and a short description of your situation, and I will let you know whether I can take it on.

Form 8867 is the Paid Preparer’s Due Diligence Checklist. The IRS requires a paid preparer to complete it, and to meet its due diligence rules, whenever a return claims the Earned Income Credit, the Child Tax Credit or Additional Child Tax Credit, the Credit for Other Dependents, the American Opportunity Tax Credit, or Head of Household filing status. I include it with your 1040 or Schedule C return whenever your return claims one of these, and it shows I asked the right questions and checked what you told me before the return was filed.

What it is not: Form 8867 does not authorize me to represent you before the IRS. To allow someone such as a CPA, enrolled agent or attorney to represent you, you would use Form 2848 (Power of Attorney and Declaration of Representative). To let someone receive your tax information, you would use Form 8821 (Tax Information Authorization).

Who files it: only a paid preparer. If you prepare your own taxes, you do not file Form 8867. Source: IRS, About Form 8867.

Strict Compliance & Fraud Prevention Notice

To ensure compliance with IRS security mandates and protect our community, The Tax Files Advisory maintains a zero-tolerance policy for fraudulent filings.

• Identity Verification: All new clients are required to complete secure identity verification and provide government-issued photo identification prior to tax document intake.
• Activity Reporting: In compliance with federal law, any attempt to submit falsified documents, stolen identities, or fraudulent data will be blocked immediately and reported directly to the IRS Office of Professional Responsibility (OPR) and the Treasury Inspector General for Tax Administration (TIGTA).