FAQ
Frequently Asked Questions
Have questions? We've answered some of the most common questions about working with TaxOne Financial.
Tax preparation starts at $200 for qualifying individual returns. Pricing varies based on the complexity of your return, income sources, schedules, forms, and business activity. You'll receive pricing based on your specific tax situation.
Yes. TaxOne Financial offers secure virtual tax preparation, allowing you to submit documents and complete the filing process without visiting our office. In-person appointments are also available.
Yes. We assist business owners with tax preparation for various business structures. Pricing depends on the type and complexity of the return.
Yes. TaxOne provides year-round tax support, including tax planning, quarterly estimated taxes, business tax services, bookkeeping, and IRS tax resolution.
Tax preparation focuses on accurately reporting what already happened during the year. Tax planning is proactive. We review your tax situation before year-end and identify strategies that may help you make more informed tax decisions and potentially reduce your tax liability.
Tax planning may be especially beneficial for business owners, self-employed individuals, investors, individuals with multiple income sources, and taxpayers experiencing significant changes in income or finances.
Yes. We assist clients with IRS tax matters, including payment arrangements, penalty relief when applicable, back-tax situations, and other resolution options based on the taxpayer's circumstances.
Yes. If you have unfiled prior-year returns, we can help determine which returns need to be filed and assist you with becoming current.
Yes. We provide bookkeeping services for small businesses that want organized financial records and better preparation for tax filings and year-round financial decisions.
Yes. We can help determine whether estimated payments may be necessary and calculate estimated federal tax payments based on the information available.
Appointments are recommended so we can give your tax situation the appropriate attention. You can schedule a consultation or tax appointment directly through our website.
The documents needed depend on your situation. Common items include identification, income documents, prior-year tax returns, business income and expense records, and applicable deduction or credit documentation. Visit our Resources page for a preparation checklist.