What clients ask most.
If your question isn't here, drop us a line. We add them as we get them.
Tax filing
When does the 2025 filing season open?
The IRS and Hacienda usually open electronic filing in late January. We post the exact date in our announcements each year.
What documents do I need to file?
Photo ID, Social Security number, W-2 or 1099 forms for the year, receipts for deductible expenses, 1098-T forms for college tuition, and any IRS or Hacienda letters you've received.
How long does it take to file my return?
Once we have all your documents, most cases are filed within 5 to 7 business days.
Business
Do I have to file BOI if I have an LLC?
Yes, with specific exceptions. We handle the BOI report with FinCEN and notify you when requirements change.
Do I need a municipal license if I work from home?
It depends on the municipality and your business volume. In most cases yes, and it's renewed annually.
Credits
Do I qualify for the Child Tax Credit?
If you have dependent children under 17 with a valid Social Security number and meet the income limits, you probably do. We review your eligibility at no cost during the initial consult.
And the Earned Income Credit (EITC)?
If you work for wages or self-employed and your income is within the federal range, you may qualify. We calculate the exact amount when we file.
Hacienda & SURI
I got an IRS math-error letter. What do I do?
Don't ignore it. Response windows are short. Send us a photo via WhatsApp and we'll review it at no cost.
How do I request my IP PIN?
Request it through your IRS online account or we can handle it for you. It's the best protection against tax identity theft.
Ready to file?
A short conversation tells us everything we need to get started.