Here are answers to questions we hear often. If yours isn't here, just ask.
Call us at (404) 223-5950 or use our contact form. We'll set up a free consultation to learn about your situation and explain how we can help.
Bring last year's return, all income documents (W-2s, 1099s, K-1s), records of deductible expenses, any letters from the IRS or Georgia Department of Revenue, and details of major life changes during the year. If you're unsure whether something matters, bring it.
Use our secure client portal. Please don't email Social Security numbers, account numbers or tax documents as ordinary attachments.
In most cases at least three years from the date you filed, and longer in some situations. See our record retention guide for details.
Don't ignore it, and don't panic. Note any response deadline and contact us right away. Many notices can be resolved quickly. Learn more about our tax relief services.
Yes. Getting back into compliance is usually better done sooner than later. See non-filed tax returns.
Yes. Much of our work can be handled remotely through the secure portal, phone and video calls.
Yes — from setup and training to cleaning up an existing file. See services for QuickBooks.