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FREQUENTLY ASKED QUESTIONS

1) What types of investors do you work with?

-We work with:

  • Real estate investors

  • Small business owners of many different types

  • Realtors, wholesalers, flippers and other businesses


2) Is advisory services included with tax preparation?

-Advisory service is a separate service from tax preparation. Tax planning is critical to mitigating taxes and we can help you establish a plan through our advisory offerings.

3) Do you provide IRS Letter support?

-Yes, IRS letter support is included as part of our advisory service.

4) Do you work with out of state investors?

-Yes, as a 100% virtual firm, we can assist you no matter which state you invest or live in.

5) What types of tax returns do you prepare?

-We prepare federal and state tax returns of almost all types​

  • Individual Tax Returns (Form 1040)

  • Business Tax Returns (Forms 1120, 1120S and 1065)

  • Trust and Estate Tax Returns (Forms 1041 and 706)

  • Gift Tax Returns (Form 709)

 

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