Questions we hear every season
Do I need an appointment, or can I walk in?
Both work. An appointment means no wait. You can also send your documents through the portal and we prepare your return without a visit.
Can you prepare my return before the IRS opens e-filing?
Yes. We prepare it as soon as your documents arrive, and we file it electronically on the first day the IRS accepts returns.
How soon will I get my refund?
The IRS issues most e-filed refunds within 21 days. Returns with certain credits, or returns the IRS selects for review, can take longer. The portal shows you when your return is accepted.
What does an extension do?
An extension (Form 4868) gives you six more months to file. It does not give you more time to pay. If you expect to owe, pay an estimate by the April deadline to limit penalties and interest.
How much does it cost?
It depends on your situation, so we look before we quote. After we review your documents, you get the price in writing before we start. Clients with an ongoing agreement have one fixed fee.
Do you speak Portuguese and Spanish?
Sim. Sí. Our team speaks English, Portuguese and Spanish, and the client portal is available in all three languages.
I got a letter from the IRS. What do I do?
Don’t ignore it, and don’t pay before we review it. Bring it or upload it to the portal. Igor Gomes, our Enrolled Agent, can respond to the IRS on your behalf.
I haven’t filed my tax returns for a few years. Can you help?
Yes. We get your income records from the IRS, prepare the missing years and help you set up a payment plan if you owe. The sooner you start, the fewer penalties you pay.
Do I have to report my crypto?
Yes. Form 1040 asks every taxpayer about digital assets. Selling, trading one coin for another and paying with crypto are all taxable events. Moving coins between your own wallets is not.
I received a Form 1099-DA. What is it?
Starting with sales in 2025, crypto brokers must report your gross proceeds to the IRS on Form 1099-DA. Cost basis reporting starts for coins bought in 2026 and later. We match the form to your records so you pay tax only on your real gain.
I used many exchanges and wallets and lost track. Can you help?
Yes. We rebuild your history from exchange exports and wallet addresses, find your cost basis and prepare Form 8949. We also fix prior years when they were reported wrong.
Are staking and mining rewards taxable?
Yes. Rewards are income at their market value on the day you receive them. When you sell them later, you have a gain or loss on top of that.
I own a U.S. LLC but I live outside the United States. Can you help?
Yes. A foreign-owned single-member LLC usually must file Form 5472 every year, even with no income. The penalty for a missed form starts at $25,000. We prepare it, keep your company in good standing and act as your registered agent.
Do I need to report my bank accounts in another country?
If the total of your foreign accounts was more than $10,000 at any time in the year, you must file an FBAR (FinCEN Form 114). Some people must also file Form 8938 with their return. We check both for you.
I am self-employed. Do I pay taxes during the year?
Usually, yes. The IRS expects estimated payments on April 15, June 15, September 15 and January 15. We calculate the amounts so you avoid a surprise and an underpayment penalty.
My books are months behind. Where do I start?
Send us your bank and card statements. We catch up the books, prepare your return, and then show you a simple way to keep them current.
Do you do payroll?
We do not process payroll ourselves. We have relationships with the best payroll companies in the country, and we refer you to the one that fits your business. Their reports then feed your books and your tax return, so nothing is missed.
How long should I keep my records?
Keep tax returns and their records for at least three years. Some situations need six or seven years, and property and business asset records until you sell them. Ask us about your case.