Now accepting appointments for all year 2023 tax returns!
- Schedule Now.

Your personal,
virtual, tax

Providing peace of mind from increasing
tax payments, IRS communications, and
poor financial strategies.

How it works.

Step 1 - Schedule your appointment with KM Tax Financial: Schedule your appointment

Schedule Appointment

Appointments are virtual and take less than 30 minutes!

Step 2 - Schedule your appointment with KM Tax Financial: Talk with your tax expert

Talk With Your
Tax Expert

We uncover every deduction and credit to get the refund you deserve.

Step 3 - Schedule your appointment with KM Tax Financial: Upload your documents

Upload Your

With our 256-bit encryption process, we guarantee data protection.

Step 4 - Schedule your appointment with KM Tax Financial: Get your highest refund

Get Your
Highest Refund

90% of our new clients receive at least 25% larger refunds than the year prior.


Ready for your refund?

Take KM Tax Financial for a test drive when you schedule your
complimentary tax filing appointment.
No obligation. No reason not to.


Tax Preparation

Tax Preparation Services: Top: High-Income Tax Prep/Planning & Bottom: Multi-State Taxes

Tax Prep / Planning

Specifically for high net worth individuals. This unique package has saved our clients several million dollars. Request an appointment today.


We know that filing taxes for multiple states can be a huge headache; but, it doesn’t have to be. Let us take the reins and manage your multi-state taxes.

Tax Preparation Services: Top: Sales Tax Returns & Bottom: Individual / Sole-Proprietor - Form 1040

Sales Tax

Are you currently filing your state sales and use tax returns accordingly? Familiar with contra revenue accounts? Owe more than $10k? Let us handle it.

Individual / Sole-
Proprietor - Form 1040

Whether you’re filing a traditional return, or if you’re the sole proprietor of your business, our team of experts, will get you and your business ready for tax season.

Tax Preparation Services: Top: Partnerships - Form 1065 & Bottom: C-Corp - Form 1120; S-Corp - Form 1120S

- Form 1065

Did you form a new business partnership? Are you compliant with all the new tax rules? Let us handle the paperwork work while you do what you do best.

C-Corp - Form 1120
S-Corp - Form 1120S

Continue to grow and expand your business - let us focus on your taxes. Ask us how your tax savings can help you plan for the future and take your business to the next level.

Tax Debt Resolution

Tax Debt Resolution - Find out if you qualify - KM Tax Financial
  • Individuals and businesses that owe $7,000 or more in taxes to the IRS.

  • Fully Bilingual

  • Additional assistance with tax debt in NY and CA

Is KM Tax Financial right for me?

KM Tax Financial provides a variety of services; however, there are some instances where we might not be a perfect fit.


  • Standard Returns

  • First-Time Filers

  • Stock/Crypto Investors

  • You Owe Back-Taxes

  • Received IRS Letter

  • Small to Medium Businesses

  • Interested in Tax Planning


  • Gross under $12,400 Annually

  • Can be claimed on someone else’s tax return

Find out if working with KM Tax Financial is right for you - Schedule your 30 minute consultation today. Based in Waxhaw, NC.



"Kristina is the most selfless and experienced tax preparer. I highly recommend. The entire process was easy and I doubled my return.”

Gia Smith-Bauman


“I came to Kristina owing the IRS money & back taxes. She was able to get me back on track and even got me a few dollars back on my last return!”

Jackson L.


“I have worked with KM Tax Financial for the past three years. There’s a reason I keep going back. They are very thorough.”

Trina Rey

Get to know us


KM Tax Financial

KM Tax Financial is a full service tax preparation and planning firm, servicing clients for over 20 years. Our clients receive individual and tailored services unique to their needs in this ever changing economy. We stand firm on our accuracy, experience, integrity and commitment to world class customer service that is unmatched.Our focus is providing professional federal, state, and local income tax preparation services, as well as tax planning to help achieve your goals of tax reduction and building towards a sound future.In addition to individual income tax preparation, we specialize in tax planning and tax preparation services of small and medium sized businesses.Our office is open year round, clients can depend on consulting with an expert anytime they have questions about tax related matters or if any correspondence is received from the IRS or state jurisdictions. Comptroller and bookkeeping is available for businesses only.

Terms & Conditions


General T&C

In consideration of use of the Site, you agree to: (a) provide true, accurate, current and complete information about yourself as prompted by the registration page; and (b) to maintain and update this information to keep it true, accurate, current and complete. If any information provided by you is untrue, inaccurate, not current or incomplete, Intuit has the right to terminate any account you create and refuse any and all current or future use of the Site. You agree not to resell, copy or transfer content of or access to the Site.You acknowledge and agree that you must: (a) provide for your own access to the World Wide Web and the Site, and pay any internet service provider fees associated with such access, and (b) provide all equipment necessary for you to make such connection to the World Wide Web and to the Site, including a computer and modem or other access device. You also agree to keep your computer and all operating system and other software updated, including all software and security updates.By using the Site, including any applets, widgets, web applications or other software and content contained therein, you agree that use of the Site is entirely at your own risk. THE SITE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, ANY WARRANTY FOR INFORMATION, DATA, SERVICES, UNINTERRUPTED ACCESS, OR PRODUCTS PROVIDED THROUGH OR IN CONNECTION WITH THE SITE. SPECIFICALLY, KM Tax Financial DISCLAIMS ANY AND ALL WARRANTIES, INCLUDING, BUT NOT LIMITED TO: (1) ANY WARRANTIES CONCERNING THE AVAILABILITY, ACCURACY, USEFULNESS, OR CONTENT OF THE SITE, ITS INFORMATION, PRODUCTS OR SERVICES AND (2) ANY WARRANTIES OF TITLE, WARRANTY OF NON-INFRINGEMENT, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THIS DISCLAIMER OF LIABILITY APPLIES TO ANY DAMAGES OR INJURY CAUSED BY ANY FAILURE OF PERFORMANCE, ERROR, OMISSION, INTERRUPTION, DELETION, DEFECT, DELAY IN OPERATION OR TRANSMISSION, COMPUTER VIRUS, COMMUNICATION LINE FAILURE, THEFT OR DESTRUCTION OR UNAUTHORIZED ACCESS TO, ALTERATION OF, OR USE OF RECORD, WHETHER FOR BREACH OF CONTRACT, TORTUOUS BEHAVIOR, NEGLIGENCE, OR UNDER ANY OTHER CAUSE OF ACTION.NEITHER INTUIT NOR ANY OF ITS EMPLOYEES, AGENTS, SUCCESSORS, ASSIGNS, AFFILIATES, WEBSITE CO-BRANDING PROVIDERS OR CONTENT OR SERVICE PROVIDERS SHALL BE LIABLE TO YOU OR OTHER THIRD PARTY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF USE OF SITE OR ITS CONTENT OR INABILITY TO GAIN ACCESS TO OR USE THE SITE OR OUT OF ANY BREACH OF ANY WARRANTY. BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. IN SUCH STATES, THE RESPECTIVE LIABILITY OF INTUIT, ITS EMPLOYEES, AGENTS, SUCCESSORS, ASSIGNS, AFFILIATES, WEBSITE CO-BRANDING PROVIDERS AND CONTENT OR SERVICE PROVIDERS RESPECTIVE LIABILITY IS LIMITED TO THE GREATEST EXTENT PERMITTED BY SUCH STATE LAW.Intuit is the owner and/or authorized user of all trademarks, registered trademarks and/or service marks appearing on this Web Site, and is the copyright owner or licensee of the content and/or information on this Website including but not limited to any screens appearing at the Site.You may not download and/or save a copy of any of the screens or content except as otherwise provided in these Terms of Use. However, you may print a copy of the information on this Site for your personal use or records. If you make unauthorized use of this Site, you may violate copyright and other laws of the United States, other countries, as well as applicable state laws and you may be subject to penalties. Intuit does not grant any license or other authorization to use its trademarks, registered trademarks, service marks, copyrights, content or other copyrightable material, patents or other intellectual property, by placing them on this Website.Intuit reserves the right to change any information on this Website including but not limited to revising and/or deleting content, offers, features or other information without prior notice. Clicking on certain links within this Website might take you to other Intuit or affiliated web sites, or to third-party websites for which Intuit assumes no responsibility of any kind. (See "Links from and to this Website" below.) The content presented at this Site may vary depending upon your browser limitations.User Conduct On the Site. While using the Site, you may not:1. Restrict or inhibit any other user from using and enjoying the Site; or
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You are solely responsible for anything you write, submit, receive, share and store or any data you input into the Site (collectively, your "Content"). Content includes, but is not limited to, data, information, materials, text, graphics, images, audio or video that are uploaded, transmitted, posted, generated, stored or otherwise made available through the Site. You have no obligation to provide any content to the Site, and you're free to choose the content that you want to provide. You acknowledge certain functionality in the Site may be dependent on the provision of Content and may not be available without such Content.Your Content remains yours, which means that you retain any intellectual property rights that you may have in your Content. By sharing your Content on the Site, you hereby grant Intuit a license to use your Content, as described in more detail below.What's CoveredThese licenses to Intuit cover your Content to the extent your Content is protected by intellectual property rights.ScopeThis license from you to Intuit is:•worldwide, which means it's valid anywhere in the world;
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RightsThis license allows Intuit to:•host, copy, reproduce, distribute, communicate, publish, sublicense and use your Content — for example, to save your Content on our systems and make it accessible to you and to anyone, anywhere in the world;
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PurposeThis license is for the limited purpose of:Operating, providing and improving the Site, which means, among other uses, allowing the Site to work as designed and creating new features and functionalities.DurationThis license is perpetual and irrevocable and lasts for as long as your Content is protected by intellectual property rights.Intuit may collect, derive or generate de-identified and/or aggregated data regarding your usage of or the performance of the Site, including data derived from your Content. Intuit will own all such data and may use this data without restriction, including, but not limited to, operating, analyzing, improving or marketing Intuit's products and services, including the Site.As between you and Intuit, Intuit and its licensors retain all right, title or interest in and to the Site, except for any limited rights specifically granted to you.

Prohibited Uses•We expect you to obey the law and follow certain rules in using the Site.Intuit does not condone or support any activity that is illegal, violates the rights of others, harms or damages Intuit's reputation or could cause Intuit to be liable to a third party. At minimum, you may not use the Site to:•Violate any law, regulation, executive order or ordinance, including through actions that give rise to criminal, civil, administrative or regulatory liability and/or fines;
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We take copyright seriously at Intuit. We respect the copyrights of others and expect you to do the same. If you repeatedly infringe the copyrights of others, we may terminate your account.Intuit may terminate your use of the Site based on our reasonable suspicion that your activities, business or products are objectionable or promote, support or engage in any of the prohibited uses described above.Intuit may (but has no obligation to) monitor the use of the Site or Content and may edit or remove any Content. We may disclose any information necessary to satisfy our legal obligations, protect Intuit or its customers or operate the Site properly.Community Forums; FeedbackYou may be able to communicate with others through our Site, but please be respectful. Suggestions you provide for improving our Site may be used freely by us.The Site may include a community forum or other social features that enable you to exchange Content and information with other users of the Site and the public. Intuit does not support and is not responsible for the Content in these community forums. Please be respectful when you interact with other users. Do not reveal information that you do not want to make public. Users may post hypertext links to content of third parties for which Intuit is not responsible.You may provide Intuit your feedback, suggestions or ideas for the Site. You grant Intuit a perpetual, worldwide, fully transferable, sublicensable, irrevocable, fully paid-up, royalty free license to use your feedback, suggestions and ideas in any way, including in future modifications of the Site, other products or services, advertising or marketing materials.Intuit has no obligation to monitor the Site. However, you acknowledge and agree that Intuit has the right to monitor the Site and to disclose any information as necessary or appropriate to satisfy any law, regulation or other governmental request, to monitor the security of the Site and to detect unauthorized uses, and to protect itself and its customers. Intuit will not intentionally monitor or disclose any private electronic-mail message submitted via the Site unless required by law. Intuit reserves the right to refuse to post or to remove any information or materials, in whole or in part, that, in its sole discretion, are unacceptable, undesirable, inappropriate or in violation of these Terms of Use.Unless otherwise indicated for a particular communication, any communications or material of any kind that you e-mail, post or otherwise transmit through this Website, including data, questions, comments or suggestions ("your Communications") will be treated as non-confidential and nonproprietary. In addition, you understand and agree that Intuit is free to use any ideas, suggestions, concepts, know-how or techniques contained in your Communications for any purpose including, but not limited to, developing and marketing products using such information without compensation to you.Failure to Comply With Terms and Conditions and Termination. You acknowledge and agree that Intuit may terminate your password or account or deny you access to all or part of the Site without prior notice if you engage in any conduct or activities that Intuit in its sole discretion believes violate any of the terms and conditions, violate the rights of Intuit, or is otherwise inappropriate for continued access.You acknowledge and agree that Intuit may in its sole discretion deny you access through Intuit to any materials stored on the Internet, or to access third party services, merchandise or information on the Internet through Intuit, and Intuit shall have no responsibility to notify any third-party providers of services, merchandise or information nor any responsibility for any consequences resulting from lack of notification.You agree to defend, indemnify and hold Intuit and its affiliates harmless from any and all claims, liabilities, costs and expenses, including reasonable attorneys' fees, arising in any way from your use of the Site or the placement or transmission of any message, information, software or other materials through the Site by you or users of your account or related to any violation of these Terms of Use by you or users of your account.Links from and to this Website. You acknowledge and agree that Intuit and any of its website co-branding providers have no responsibility for the accuracy or availability of information provided by linked sites. Links to external web sites do not constitute an endorsement by Intuit or its website co-branding providers of the sponsors of such sites or the content, products, advertising or other materials presented on such sites.Information in the many web pages that are linked to Intuit's Website comes from a variety of sources. Some of this information comes from official Intuit licensees, but much of it comes from unofficial or unaffiliated organizations and individuals, both internal and external to Intuit. Intuit does not author, edit, or monitor these unofficial pages or links. You acknowledge and agree that Intuit and its Website Co-branding Providers shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on such external sites or resources.Other Information. Intuit is taking reasonable and appropriate measures, including encryption, to ensure that your personal information is disclosed only to those specified by you. However, the Internet is an open system and we cannot and do not guarantee that the personal information you have entered will not be intercepted by others and decrypted.

If you wish to make purchases through the Site, you may be asked by the merchant or information or service provider from whom you are making the purchase to supply certain information, including credit card or other payment mechanism information. You agree not to hold Intuit liable for any loss or damage of any sort incurred as a result of any such dealings with any merchant or information or service provider through the Site. You agree that all information you provide any merchant or information or service provider through the Site for purposes of making purchases will be accurate, complete and current. The merchants and information and service providers offering merchandise, information and services through the Site set their own prices and may change prices or institute new prices at any time. You agree to pay all charges incurred by users of your account and credit card or other payment mechanism at the prices in effect when such charges are incurred. You also will be responsible for paying any applicable taxes relating to purchases through the Site.IRS Circular 230 Notice. Nothing in our communications with you (including, but not limited to, any emails, web site content, attachments, enclosures or other accompanying materials) relating to any federal tax transaction or matter are considered to be "covered opinions" as described in Circular 230.Miscellaneous. The Terms of Use and the relationship between you and Intuit shall be governed by the laws of the State of California without regard to its conflict of law provisions.The failure of Intuit to exercise or enforce any right or provision of the Terms of Use shall not constitute a waiver of such right or provision. If any provision of the Terms of Use is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties' intentions as reflected in the provision, and the other provisions of the Terms of Use remain in full force and effect.Disputes. You and Intuit agree that, except as provided below, any dispute, claim or controversy arising out of or relating in any way to the Site, its contents, tools, services, or this Agreement (a "Claim") will be determined by binding arbitration or small claims court, instead of in courts of general jurisdiction.Either you or Intuit can seek to have a Claim resolved in small claims court if all the requirements of the small claims court are satisfied. Either you or Intuit may seek to have a Claim resolved in small claims court in your county of residence or the small claims court in closest proximity to your residence, and you may also bring a Claim in small claims court in the Superior Court of California, County of Santa Clara.Arbitration is more informal than a lawsuit in court. Arbitration uses a neutral arbitrator instead of a judge or jury, may allow for more limited discovery than in court and is subject to very limited review by courts. Arbitrators can award the same damages and relief that a court can award. You agree that the U.S. Federal Arbitration Act governs the interpretation and enforcement of this arbitration provision and that you and Intuit are each waiving the right to a trial by jury or to participate in a class action. This arbitration provision shall survive termination of this Agreement and/or the termination of the Site.If you elect to seek arbitration, you must first send to Intuit a written Notice of your Claim ("Notice of Claim"). The Notice of Claim to Intuit should be sent in care of our registered agent Corporation Service Company, 251 Little Falls Drive, Wilmington, DE 19808. The Notice of Claim should include both the mailing address and email address you would like Intuit to use to contact you. If Intuit elects to seek arbitration, it will send, by certified mail, a written Notice of Claim to your address on file. A Notice of Claim, whether sent by you or by Intuit, must (a) describe the nature and basis of the claim or dispute; and (b) set forth the specific amount of damages or other relief sought.You and Intuit agree that good-faith informal efforts to resolve disputes often can result in a prompt, low-cost and mutually beneficial outcome. You and Intuit therefore agree that, after a Notice of Claim is sent but before either you or Intuit commence arbitration or file a claim in small claims court against the other, we will personally meet, via telephone or videoconference, in a good-faith effort to confer with each other and try to resolve informally any Claim covered by this Agreement. If you are represented by counsel, your counsel may participate in the conference as well, but you agree to fully participate in the conference. Likewise, if Intuit is represented by counsel, its counsel may participate in the conference as well, but Intuit agrees to have a company representative fully participate in the conference. The statute of limitations and any filing fee deadlines shall be tolled while the parties engage in the informal dispute resolution process required by this paragraph.

If we do not reach an agreement to resolve the Claim within sixty (60) days after the Notice of Claim is received, you or Intuit may commence an arbitration proceeding by filing a Demand for Arbitration or, alternatively, by filing a Claim in small claims court. You agree that you may not commence any arbitration or file a claim in small claims court unless you and Intuit are unable to resolve the claim within 60 days after we receive your completed Notice of Claim and you have made a good faith effort to resolve your claim directly with Intuit during that time. If a Claim qualifies for small claims court, but a party commences an arbitration proceeding, you and Intuit agree that either party may elect instead to have the Claim resolved in small claims court, and upon written notice of a party's election, the American Arbitration Association ("AAA") will administratively close the arbitration proceeding. Any dispute about whether a Claim qualifies for small claims court shall be resolved by that court, not by an arbitrator. In the event of any such dispute, the arbitration proceeding shall remain closed unless and until a decision by the small claims court that the Claim should proceed in arbitration. You may download or copy a form of notice and a form to initiate arbitration at or by calling 1-800-778-7879. The arbitration will be conducted by the AAA before a single AAA arbitrator under the AAA's rules, which are available at or by calling 1-800-778-7879, except as modified by this Agreement. Unless Intuit and you agree otherwise, any arbitration hearings will take place in the county (or parish) of either your residence or of the mailing address you provided in your Notice of Claim.The arbitrator will be either (1) a retired judge or (2) an attorney specifically licensed to practice law in the state of California or the state of your residence and will be selected by the parties from the AAA's National Roster of arbitrators. The arbitrator will be selected using the following procedure: (a) the AAA will send the parties a list of five candidates meeting this criteria; (b) if the parties cannot agree on an arbitrator from the list, each party shall return its list to the AAA within 10 days, striking up to two candidates, and ranking the remaining candidates in order of preference; (c) the AAA shall appoint as arbitrator the candidate with the highest aggregate ranking; and (d) if for any reason the appointment cannot be made according to this procedure, the AAA may exercise its discretion in appointing the arbitrator. The arbitrator is bound by this Agreement. Except as otherwise provided below, all issues are for the arbitrator to decide, including issues relating to the scope and enforceability of this arbitration provision.The parties agree that an administrative conference with the AAA shall be conducted in each arbitration proceeding, and you and an Intuit company representative shall appear at the administrative conference via telephone. If you fail to appear at the administrative conference, regardless of whether your counsel attends, the AAA will administratively close the arbitration proceeding without prejudice, unless you show good cause as to why you were not able to attend the conference.The arbitrator shall issue a reasoned written decision sufficient to explain the essential findings and conclusions on which the award is based. The award shall be binding only among the parties and shall have no preclusive effect in any other arbitration or other proceeding involving a different party. Intuit will not seek to recover its attorneys' fees and costs in arbitration from you unless the arbitrator finds that either the substance of your claim or the relief sought in your Demand for Arbitration was frivolous or was brought for an improper purpose (as measured by the standards set forth in Federal Rule of Civil Procedure 11(b)). Judgment on any award may be entered in any court having jurisdiction. This agreement to arbitrate shall not preclude any party to the arbitration from at any time seeking injunctions or other forms of equitable relief in aid of arbitration from a court of appropriate jurisdiction including whether a Demand for Arbitration is filed in violation of this Agreement.Unless you or Intuit seek to have a Claim resolved in small claims court, the arbitrator shall determine all issues of liability on the merits of any Claim asserted by you or Intuit and may award declaratory or injunctive relief only in favor of the individual party seeking relief and only to the extent necessary to provide relief warranted by that party's individual claim. To the extent that you or Intuit prevail on a Claim and seek public injunctive relief (that is, injunctive relief that has the primary purpose and effect of prohibiting unlawful acts that threaten future injury to the public), the entitlement to and extent of such relief must be litigated in a civil court of competent jurisdiction and not in arbitration. The parties agree that litigation of any issues of public injunctive relief shall be stayed pending the outcome of the merits of any individual Claims in arbitration. Before a court of competent jurisdiction issues any public injunctive relief, it shall review the factual findings of the arbitration award on which any injunction would issue with no deference to the arbitrator.Payment of all filing, administration and arbitrator fees will be governed by the AAA Rules. You are required to pay AAA's initial filing fee, but Intuit will reimburse you for this filing fee at the conclusion of the arbitration to the extent it exceeds the fee for filing a complaint in a federal or state court in your county of residence or in Santa Clara County, California. If the arbitrator finds that either the substance of your Claim or the relief sought in your Demand for Arbitration was frivolous or was brought for an improper purpose (as measured by the standards set forth in Federal Rule of Civil Procedure 11(b)), then the payment of all fees will be governed by the AAA Rules and Intuit will not reimburse your initial filing fee. The parties agree that the AAA has discretion to modify the amount or timing of any administrative or arbitration fees due under the AAA Rules where it deems appropriate, provided that such modification does not increase the AAA fees to you or Intuit and you and Intuit waive any objection to such fee modification.You and Intuit agree that each may bring claims against the other only in your or its individual capacity and not as a plaintiff or class member in any purported class or representative proceeding. Further, if you have elected arbitration, unless both you and Intuit agree otherwise, the arbitrator may not consolidate any other person's Claims with your Claims and may not otherwise preside over any form of a representative or class proceeding. If Intuit believes that any Claim you have filed in arbitration or in court is inconsistent with the limitations in this paragraph, then you agree that Intuit may seek an order from a court determining whether your Claim is within the scope of the Class Action Waiver. If this Class Action Waiver is found to be unenforceable, then the entirety of this Disputes Section shall be null and void. This section shall survive expiration, termination or rescission of these Terms of Use.

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Customer Service

Seems you may have additional questions. We’re here to help.Can’t find an appointment time that works for you? Have questions about our services? Are you having issues understanding your tax refund? E-mail us at or click the green button below. We will respond to you as soon as we can. Thank you for your patience with this process.

FAQs ———


Q: What’s the difference between using a professional tax service and just doing my taxes by myself with TurboTax?

A. Our client's tax situations and documents are unique to each individual and they deserve to get matched with an expert who will provide accurate and timely service that will answer their questions and get them the biggest refund possible.
Sure, you could do it yourself, but doing so may cause you to miss out on thousands of dollars in tax deductions and credits.

Q: I just started my small business. Am I required to file taxes?

A. If you received $400 or more in income as a sole proprietor you are required to file a Schedule C and report your income to the IRS.

Q: I normally file online, but I have to file an amended tax return. How should I go about this?

A. You can file Form 1040-X, Amended U.S. Individual Income Tax Return electronically with tax filing software to amend tax year 2019 or later Forms 1040 and 1040-SR, and tax year 2021 or later Forms 1040-NR. See Form 1040-X, Amended U.S. Individual Income Tax Return, Frequently Asked Questions for more information. You still have the option to submit a paper version of the Form 1040-X and should follow the instructions for preparing and submitting the paper form. If you request an appointment to amend your return, your tax expert is prepared to make the necessary adjustments to your return and submit your amended return for you. Let us do the work so you don’t have to.

Q: My spouse and I file jointly, but I own my own business. Should I file separately?

A. A sole proprietorship is the default tax classification for a business with one owner, or single-member LLC. The sole proprietorship and you for tax purposes are the same indivisible taxpayer.

Preparation & Returns

Q: How long will the whole tax preparation process take?

A. Appointments vary from 15 mins to 30minsReturns are processed in 24hrsReturns are transmitted directly to the IRS within 30 minutes some cases 10mins to be accepted.

Q: What’s the difference between using a professional tax service and just doing my taxes myself with TurboTax?

A. A tax professional will be able to access a wider range of deductions, more than tax software or an individual doing it alone. Using a tax software will require additional fees to ask tax questions. Doing it alone will result in missing out on maximum deductions and credits.

Q: How much does this service cost?

A. The cost of hiring a professional tax preparer will differ based on your situation, i.e. if you need simple tax forms filled out, if you run a business, if you need to file multi-state taxes, etc. Simpler tax preparation with only one W2 will be a less investment than tax preparation for something more complex, such as taxes for an S-corporation.

Q: Is it necessary to schedule an appointment? Can I just email you my tax documents?

A. Think of your scheduled appointment as a virtual interview. During this time we dig through your financial history to uncover the most lucrative deductions to help reduce your tax liability. Basic tax documents that you will send to us won’t contain this type of information. If you would prefer not to talk to us, then using a generic tax software may be a better route for you.

Q: Do I need to have all of my receipts for the entire year?

A. There are several ways to record your receipts. Currently there are a variety of apps, internet based software as well as saving your paper/electronic emailed receipts. Maintaining your receipts allows for an accurate return and if you're audited by the IRS. The IRS can request receipts up to 6 years after you file your return.

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