Frequently Asked Questions

Q: What should I bring to my first consultation?

Bring your last two years of tax returns if available, any recent IRS notices or letters, a summary of your business income and expenses, and a list of your specific questions or goals. The more information you share, the better we can assess your situation and identify opportunities.

Q: How long does it take to get a response after booking?

You'll receive a confirmation within 24 business hours. For urgent matters, we typically respond the same day. We use a secure client portal for document sharing and communication, so you'll have access to everything in one place.

Q: Do you work with clients outside my state?

Yes. As an IRS-licensed Enrolled Agent, Tiffany is authorized to practice in all 50 states. We work with clients nationwide via video call and our secure client portal. Location is never a barrier to getting expert tax help.

Q: What happens after the consultation if I want to work with you?

If it's a fit, we'll send you a tailored proposal with a clear scope of work, timeline, and fee structure. Once you approve and sign the engagement letter, we'll get started immediately. You'll have a dedicated point of contact throughout the entire process.

Q: What is the difference between Tax Planning and Tax Preparation?

Tax Preparation is filing your return accurately after the year ends. Tax Planning is the proactive strategy work done throughout the year to legally reduce what you owe before the return is even filed. Planning is where the real savings happen — often $10,000-$50,000+ annually for business owners.

Q: How much does tax preparation cost?

Individual returns typically start at $350 and increase based on complexity — additional states, investment income, rental properties, and business schedules all affect pricing. Business returns (S-Corp, Partnership, C-Corp) start around $800. We'll give you an exact quote during your consultation.

Q: How much can I realistically save with Tax Planning?

It depends on your income, entity structure, and situation — but clients typically save between $5,000 and $50,000+ annually. The higher your income, the more opportunity there is to reduce your tax burden. We'll model your specific savings potential before you commit.

Q: Do you offer payment plans?

Yes. We understand that tax resolution and planning are investments. We offer flexible payment arrangements for qualifying clients — just ask during your consultation. For tax resolution cases, we can often structure payments that align with your settlement timeline.

Q: What is included in the Tax Planning engagement?

Tax Planning includes a comprehensive situation analysis, custom multi-year tax reduction roadmap, entity structure optimization, business deduction strategy, retirement and investment tax planning, quarterly strategy check-ins, year-round access to our team, and your annual tax filing.

Question 1

Is the consultation really free?

Answer

Yes — 100% free, no strings attached. It's a 30-minute call to understand your situation and see if we're a good fit. You'll leave with clarity regardless of whether you hire us. There's no pressure to commit to any services.

Question 2

What should I bring to my first consultation?

Question 3

How long does it take to get a response after booking?

Question 4

Do you work with clients outside my state?

Question 5

What happens after the consultation if I want to work with you?

Frequently Asked Questions

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