We offer a range of support services to help clients handle common tax-related needs without scheduling a full appointment. Clients can request prior year tax documents for purposes such as mortgage applications, financial aid, loan approvals, or personal records, with identity verification required for security. We also assist with tax return amendments, reviewing your situation to determine if corrections are needed for issues like missing income, dependents, filing status, or unclaimed credits.
In addition, clients can request a Zoom tax consultation for personalized guidance on tax questions, planning, notices, or business income. We also provide professional reviews for self-filed returns to identify errors, missed credits, or potential amendments. If you have received an IRS letter or notice, you can submit it for review, and our team will guide you on the appropriate next steps.