Question 1

What documents do I need for tax preparation?

Accepted Answer

You will need your W-2s, any 1099 forms, last year's tax return, and identification (SSN or ITIN) for everyone on the return. If you run a business, add your income records and expense receipts. Missing a document is not a reason to delay — send what you have and we will tell you exactly what is still needed.

Question 2

How long does it take to get my refund?

Accepted Answer

The IRS typically issues refunds within 21 days when you e-file and choose direct deposit. Paper returns or paper checks take six to eight weeks, sometimes longer. Returns claiming the Earned Income Tax Credit or Additional Child Tax Credit are held by law until mid-February, regardless of how early you file.

Question 3

Can you help me apply for an ITIN?

Accepted Answer

Yes. We prepare your Form W-7 application for a new or renewed Individual Taxpayer Identification Number (ITIN) and submit it together with your tax return. You send your identification documents to the IRS yourself, and we walk you through exactly what they require.

Question 4

What is the deadline to file taxes?

Accepted Answer

The federal deadline for individual returns is April 15th, or the next business day when the 15th falls on a weekend or holiday. We can file an extension that moves your filing deadline to October 15th. Important: an extension gives you more time to file, not more time to pay — tax owed is still due in April.

Question 5

Do I have to pay taxes if I am an independent contractor?

Accepted Answer

Yes. Independent contractors report all their income and pay self-employment tax covering Social Security and Medicare, on top of regular income tax. Because no employer withholds for you, the IRS generally expects quarterly estimated payments. We identify the business deductions you qualify for, which is usually where the largest savings are found.

Question 6

What is an LLC and why do I need one?

Accepted Answer

In most cases, forming an LLC helps separate your personal assets from business debts and liabilities — though this protection has important exceptions, and we recommend confirming your specific situation with an attorney. An LLC also offers tax flexibility and professional credibility.

Question 7

How long does it take to register an LLC in Colorado?

Accepted Answer

Colorado LLC registration is typically completed within one to three business days after we receive your complete information. Colorado files entirely online, which is why it is faster than most states. Related steps take longer: an EIN is usually issued the same week, while a business bank account depends on your bank.

Question 8

Do I need an EIN for my LLC?

Accepted Answer

In practice, yes. An Employer Identification Number is required to open a business bank account, hire employees, or file business tax returns. A single-member LLC with no employees can technically operate on the owner's SSN, but almost no bank will open a business account that way, so we obtain the EIN as part of formation.

Question 9

What is a Registered Agent?

Accepted Answer

A Registered Agent is the person or company designated to receive official legal and tax documents on behalf of your LLC. Colorado requires every LLC to name one and to keep a physical street address in the state — a P.O. box does not qualify. The address becomes part of the public record.

Question 10

Can a non-US citizen form an LLC?

Accepted Answer

Yes. You do not need to be a US citizen or resident to form an LLC in Colorado, and there is no visa requirement to own one. You can apply for an EIN without a Social Security Number using Form SS-4. Tax treatment of a foreign-owned LLC differs, so review your filing obligations before you start operating.

Question 11

What is included in your monthly support?

Accepted Answer

Monthly support covers transaction categorization, bank and credit card reconciliation, financial reports, and ongoing tax guidance so nothing accumulates until filing season. You receive a profit and loss statement and balance sheet each month. Payroll and sales tax filing are available as add-ons; the exact scope depends on the plan you choose.

Question 12

Do you handle payroll?

Accepted Answer

Yes, payroll processing is available as an add-on to our monthly support packages. That covers running the pay cycle, calculating and depositing withholdings, and preparing quarterly and year-end filings including W-2s and 1099s. Payroll tax deposits carry strict deadlines and steep late penalties, which is the main reason to hand it off.

Question 13

What software do you use for bookkeeping?

Accepted Answer

We work primarily in QuickBooks Online, so your financial data is available to you at any time from any device rather than locked in a file on our machines. If you already keep books in another system, we can usually work from it or migrate your history — tell us what you use during the first consultation.

Question 14

How often will we communicate?

Accepted Answer

You get a scheduled financial review every month or every quarter depending on your plan, where we go through your reports and what they mean for the months ahead. Between reviews you can reach your specialist directly by email or phone. Our target for responding to client questions is within one business day.

Question 15

Do you help with sales tax?

Accepted Answer

Yes. We calculate, prepare, and file your state and local sales tax returns on their required schedule. Colorado is one of the more complicated states for this, because home-rule cities administer their own sales tax separately from the state — a business can owe returns to several jurisdictions at once without realizing it.

Question 16

Are your services available in Spanish?

Accepted Answer

Yes. Our team is fully bilingual, and consultations, documents, and ongoing support are all available in English and Spanish. You are not handed off to a translator or given a shorter version of the explanation — you work with the same specialist, in the language you prefer, from the first consultation onward.

Question 17

Where is your office located?

Accepted Answer

Our office is in Greenwood Village, Colorado, and we serve clients throughout the Denver metro area including Aurora, Centennial, Lakewood, and Littleton. We also work with clients elsewhere in the United States entirely remotely, through video consultations and our secure document portal, so an in-person visit is never required.

Question 18

How do I schedule a consultation?

Accepted Answer

You can book directly through the scheduling link on this site, submit the contact form, or call our office during business hours. The first consultation is a conversation about your situation, not a sales call. Come with your most recent tax return if you have one — it makes the meeting far more concrete.

Question 19

What payment methods do you accept?

Accepted Answer

We accept major credit and debit cards, bank transfers (ACH), and online payments made through our secure client portal. Card payments are processed by Stripe, so your card details are never stored on our systems. Monthly support plans are billed on a recurring schedule that you can review or cancel from the portal.

Question 20

Is my information secure?

Accepted Answer

Your documents travel over an encrypted connection and are stored in an access-controlled client portal, never collected over email attachments. Payment details are handled by Stripe and never stored on our systems. Access to your file is limited to the staff working on your return, and we do not sell or share client data.

Frequently Asked Questions