If your question isn't here, that's what the free consultation is for — ask us directly.
Keep the returns themselves permanently. Keep supporting documents — receipts, statements, W-2s, 1099s — at least seven years. For property, investments, and home improvements, keep records as long as you own the asset plus seven years, because they set your basis when you sell. Full detail on our Record Retention Guide.
Open it — the fear is usually worse than the contents. Note the deadline, and don't call the IRS cold or fire off a response; casual answers create commitments. Send us a copy first. Many notices are resolvable in one properly written reply, and the first response often decides the whole outcome.
You have a solvable problem, and the solution starts with you filing before they come asking — voluntary compliance is almost always treated civilly. We quietly pull your IRS transcripts, reconstruct the missing years, and bring you current. Read Non-Filed Tax Returns, then call. Discreetly is how we work.
An LLC is a legal wrapper; S-corp is a tax election — and the right answer is arithmetic, not ideology. Once profits clear a threshold, the S-election's salary/distribution split often saves five figures of self-employment tax annually. We run your actual numbers both ways and show you the crossover point.
It depends on complexity, and you'll have a quote before we begin — no meter running, no surprise invoices. Our rates are deliberately affordable for the experience level you get: every consultant here has 30+ years in practice. The first conversation is free either way.
E-file with direct deposit and you're in the fastest lane; paper anything adds weeks. Track your status directly with the IRS on our Track Your Refund page — you'll need your SSN, filing status, and the exact refund amount.
Fluently — setup, cleanup, training, and ongoing accounting, Online or Desktop. Start at QuickBooks Services. If your file is a mess, that's normal and fixable: see the QuickTune-up.
Our home is Fort Lauderdale and we serve all of South Florida in person — but with the SecureSend file exchange and the client portal, we work with clients anywhere. Federal tax is federal everywhere.