Frequently Asked Questions
How much does tax preparation cost?
Our fees depend on how complex your return is, not on the size of your refund. We'll give you a clear quote on your free 15-minute call, before any work begins.
What's an Enrolled Agent?
An Enrolled Agent (EA) is a tax professional licensed by the IRS. EAs specialize in taxes and can represent you before the IRS on any tax matter, in any state.
What documents do I need?
Usually your W-2s and 1099s, last year's tax return, mortgage interest (Form 1098), and records of deductions like childcare, charity or medical costs. Business owners also need income and expense records. We'll send you a personalized checklist.
Do I need to come to an office?
No. Most clients work with us entirely online and by phone. You upload documents securely, and we go over your return by phone or video.
When should I book?
As early as possible. January and early February are the best times. Our calendar fills quickly from mid-February to the April deadline.
Can you help if I'm behind on filing?
Yes. We regularly help people catch up on several years of unfiled returns, and we can deal with the IRS for you. See IRS Representation.
Do you do business and personal taxes together?
Yes, and we recommend it. It keeps everything consistent and makes sure nothing is missed. See Small Business Taxes.
What areas do you serve?
Colorado Springs and surrounding El Paso County, including Monument, Fountain, Falcon and Security-Widefield. Because we work online, we also help clients across Colorado and in other states.
Still have a question?
We're happy to help.