Tax Preparation FAQs | Union, NJ

What documents do I need to file my personal taxes?
You’ll typically need W-2s, 1099s, your previous year’s return, valid ID, and any records related to deductions or credits — such as student loan interest, childcare expenses, or mortgage interest. We’ll send a full checklist once you’re ready to start.
Can I work with you if I don’t live in Union, NJ?
Yes! While we're based in Union, we work with clients throughout New Jersey and beyond. Thanks to our secure online portal and flexible communication options, we can handle your tax preparation remotely — no matter where you are.
What if I already filed my taxes but made a mistake?
We can help you file an amended return to correct the issue. Common corrections include updating income, changing filing status, or adding deductions that were missed.
Do you offer electronic filing (e-filing)?
Absolutely. We e-file both federal and NJ state returns to speed up the refund process and ensure secure, accurate submission.
How long does it take to complete my return?
Once all required documents are received, most returns are completed within 2–5 business days. Rush service may be available if needed.

Do I need to file quarterly taxes for my business?
If you’re self-employed or operate a profitable business, you may need to make estimated tax payments each quarter. We’ll calculate these for you and help file on time to avoid IRS penalties.
What tax forms do you handle for businesses?
We prepare and file all relevant forms based on your business structure — including Schedule C, 1120, 1065, 1099s, and more. We also assist with payroll tax filings and state-level forms.
Can you help if I haven’t kept up with my bookkeeping?
Yes. We offer basic bookkeeping and cleanup services to get your finances organized before tax season — even if you’re starting from scratch or fixing past errors.
What’s the difference between business and personal tax filing?
Personal tax filing focuses on individual income sources (W-2s, 1099s, etc.), while business filing includes company income, expenses, and possibly payroll or inventory data. We help clients who need both — keeping everything coordinated and compliant.
Do you work with new or first-time business owners?
Definitely. We provide tax prep, basic accounting setup, and education to help new business owners understand their tax obligations and make smart decisions from the start.

Do you offer virtual services or in-person appointments?
We offer both. You can upload your documents securely through our online portal, or schedule a phone, video, or in-person consultation based on your preference.
Is your document upload system secure?
Yes. We use a secure encrypted portal to protect your personal and financial data. It’s fast, safe, and accessible 24/7.
How much do your services cost?
Pricing depends on the complexity of your return or business needs. We offer transparent, flat-rate pricing with no hidden fees. Call or email for a custom quote.
Can you help me if I’ve received an IRS letter or notice?
Absolutely. We’ll review the notice, explain what it means, and help you respond correctly. We also assist with audits, payment plans, and tax resolution services.
Are you available after tax season?
Yes — we’re a year-round tax office. Whether you need help in July or December, we’re always here to answer questions, update your plan, or assist with financial paperwork.