That will vary depending on a number of factors. In general, IRS Representation starts at $2,500 and Corporate/ Partnership returns begin at $1,200. Personal returns will vary the most. But I explain the details in a free consultation. So you have nothing to lose by contacting me.

The best structure depends on liability protection, the number of owners, and how income will be taxed (e.g., pass-through vs. corporate tax).

The IRS generally recommends keeping records for 3 years, but some recommend 7 years to cover specific situations like reporting worthless securities or bad debt deductions. I actually recommend keeping them forever. Considering the space available on a hard drive, both internal and external, it can come in handy should it ever be needed.

W-2s, 1099s, investment income statements, mortgage interest, property tax records, receipts for itemized deductions, etc.

You should itemize only if your total itemized deductions exceed the annual Standard Deduction amount for your filing status.

Do not ignore it, do not pay anything immediately, and contact your firm immediately to review the notice.

The primary deadline (typically April 15th) and the extended deadline (typically October 15th), noting that an extension is an extension to file, not an extension to pay any taxes due.

We have a secure client portal. It is IRS compliant for data privacy and security.

The space must be used exclusively and regularly as the principal place of business or for meeting clients/customers.

Rent/home office, utilities, advertising/marketing, supplies, legal/professional fees, and a note about the "ordinary and necessary" rule. This is by no means an exhaustive list.

A deduction reduces your taxable income, and a credit reduces your tax liability dollar-for-dollar. A credit is usually better, and we make sure that you list every one that you qualify for.

We love clients who don't beat around the bush! The short answer is that you need to maximize deductions and credits. Once we meet, we can go over what is best for your particular situation. This includes the itemized vs. standard deduction, contributing to tax-advantaged retirement accounts (401(k), IRA, HSA), and tax-loss harvesting for investments.