W-2 & individual returns
Organize income documents, review applicable credits and deductions, and discuss withholding changes.
Request tax helpSelf-employed filing
Bring business income, expense records, mileage logs, and prior returns. Discuss Schedule C and estimated-payment planning.
Request tax helpRetirement & year-round support
Review retirement income, notices, prior-year filing needs, and changes that may affect your next return.
Request tax helpHow do I send documents?
After your consultation, Kelly will provide the appropriate secure document process. Do not send tax returns, Social Security numbers, or bank details through the public inquiry form.
Are refund-related payment options available?
Ask Kelly about current pay-with-refund, refund advance, and audit-protection availability. Eligibility, bank approval, fees, and coverage terms must be confirmed for your return.
Who helps if I receive an audit notice?
Protection Plus is our partner providing audit assistance. Ask Kelly about enrollment, covered returns, service terms, and how to get help with a notice.
What will my return cost?
Fees depend on your return, required forms, and any prior-year work. Discuss the scope before authorizing preparation.