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Hi, my name is Nicola. Integrity and precision are at the heart of my tax preparation services. I am dedicated to handling your financial matters with utmost care, ensuring every detail is meticulously checked for accuracy.
What you can expect working with Me
Integrity is the cornerstone of my approach to tax preparation. I am committed to delivering accurate and compliant tax services. For tax situations outside my immediate expertise, I proactively consult expert references, ensuring that my knowledge is current and comprehensive. Contact me when you are ready for professional tax services where your peace of mind and satisfaction are my top priorities.
Delinquent Tax Preparation
Personal Tax Preparation
Small Business Tax preparation
FAQs About Tax Returns
What is the difference between a CPA, Enrolled Agent (EA) and Tax preparer?
The main difference between a Certified Public Accountant (CPA) and an Enrolled Agent (EA) is that EAs specialize in taxation. Enrolled agents need to take 3 comprehensive, proctored exams and pass suitability and background tests by the IRS. EAs can represent taxpayers in front of the IRS for unlimited tax matters.
A CPA is an accountant, and many CPAs also specialize in taxation, but some focus on other accounting areas.
Both CPAs and EAs are knowledgeable professionals who are required to maintain high ethical standards.
Tax preparers without a credential also prepare tax returns, and many tax preparers are ethical professionals with a lot of experience, but they have limited practice rights with the IRS.
Whoever you choose, make sure you are comfortable with that person, as they will be handling some of your very sensitive information. Be sure to ask your tax professional how they are keeping your data safe and private.
When is the tax filing deadline?
The deadline is usually on April 15th but it can change based on holidays or weekend
What documents do I need to prepare my taxes?
Tax documents include W2s, 1099s, proof of deductions such as receipts and proof of other income or expenses
Is e-filing my taxes secure?
E-filing is a common and secure way to file your taxes. The IRS uses safety measures such as encryption to protect your sensitive tax information
What deductions am I entitled to?
Deductions vary based on your personal situation. Common deductions include mortgage interest, student loan interest, medical expenses and charitable contributions.
How can I track my tax refund?
You can track your refund by going to the IRS website or by using their app. Please be sure to have your social security number, filing status and refund amount.
Do I need professional help for tax preparation?
There are several wonderful do it yourself tax preparation available to you. You might require assistance for more complex situations or maybe doing your own taxes isn’t something you want to do, and that’s ok too. That’s why I am here.
What is the difference between a tax deduction and a tax credit?
Deductions reduce the amount of the income you will be taxed on, but credits reduce your tax liability. Tax credits are often more valuable.
How long should I keep my tax records?
You should keep your tax documents for at least 3 years after the due date of the tax return. Some records such as bad debt or a loss from worthless securities may be kept for up to 7 years.
What if I can't pay my taxes by the deadline?
You can set up a payment plan with the IRS but you must file your taxes first. Failure to file has a harsher penalty than failure to pay.
How does tax reform affect me?
Tax reform may change your tax situation so it is important to speak with a professional about changes each year. A beneficial deduction or credit available to you one year might not be applicable in following years.