A clearer place to begin.

Practical preparation tools and direct links to official tax information, all in one place.

Jump to IRS resources ↓ · Frequently asked questions ↓

Your appointment checklist.

Prior-year tax return and tax notices
Income statements and business records
Records for deductions and credits
Estimated tax payment records, if applicable
Your questions and major life or business changes

Sending tax documents

For your privacy and security, please submit documents containing personal or financial information only through our secure client portal.

Client portal login →

Get your information organized.

Download a fillable PDF, complete and save it on your device, and return it only through the secure client portal.

Monthly Living Expense Worksheet — NEW DRAFT (fillable PDF)

The original monthly-expense download was unavailable. This is a proposed replacement for review.

Assets & Liabilities Sheet — recovered original (fillable PDF)

Basic Data Sheet — recovered original (fillable PDF)

The two recovered originals retain their contents and fillable fields, with the phone-free teal logo updated.

Frequently asked questions

Clear answers to help you prepare for your next step.

How much do tax preparation services cost?

Personal tax preparation starts at $175.00, and business return tax preparation not located on your personal return starts at $500.00. Your final fee depends on the complexity of your return.

How long does tax preparation take?

Once we have all required documents, individual returns typically take 2–5 business days to prepare. Business returns may take 1–3 weeks, depending on complexity. These are preparation estimates, not IRS processing or refund timelines.

Do you offer bookkeeping cleanup services?

Yes. We provide cleanup and catch-up bookkeeping when your records have fallen behind, as well as ongoing bookkeeping support.

What payroll software do you support?

We support QuickBooks Online, ADP, Gusto, Paychex, Wave, and other major payroll platforms. Contact us to discuss your current setup.

Can you help register my business and obtain an EIN?

Yes. We assist with LLC, S corporation, and C corporation registrations and EIN registration services. We can discuss the steps for your situation.

What documents should I provide for tax preparation?

Individuals should gather W-2s, 1099s, the prior year’s tax return, mortgage and student loan interest statements, and receipts supporting deductions. Businesses should provide a profit and loss statement, balance sheet, contractor 1099s, payroll reports, and tax identification details. Submit personal or financial information only through our secure client portal.

Do you offer virtual consultations?

Yes. All services are available remotely through secure video calls and online document submission, or in person in Weiser, Idaho.

What should I do if I receive an IRS audit notice?

Contact Mary Johnson, EA, promptly and share the notice through our secure client portal. We offer IRS audit representation and can explain the notice, discuss your options, and guide you through the response. Outcomes depend on the facts and applicable law.

Can you help me find deductions and plan for taxes?

Yes. We provide proactive tax planning to help individuals and businesses identify eligible deductions and legally manage their tax liability based on their circumstances.