Purplebound Trusted Advisors

What documents do I need for tax filing?

For individual returns: W-2s, 1099 forms, mortgage interest statements, property tax receipts, investment statements, and receipts for deductible expenses. For businesses: profit & loss statements, balance sheets, payroll records, and business expense documentation. We provide a customized checklist after your consultation.

How long does the tax preparation process take?

Simple individual returns (Form 1040) typically take 3-5 business days. Business returns (LLC, S-Corp, C-Corp) generally take 7-14 days depending on complexity. Rush services are available for urgent deadlines at no extra charge if requested in advance.

Do you provide audit support?

Yes! Our EA-certified professional can represent you before the IRS. We handle all correspondence, organize documentation, and negotiate on your behalf. Audit defense services are included for all returns we prepare, with additional consultation available for complex cases.

What are your fees?

Fees vary based on complexity. Individual returns start at competitive rates, with business returns priced according to entity type and transaction volume. We provide a detailed quote during your free consultation with no hidden charges. Payment is due upon completion, before filing.

Do you handle international tax matters?

Absolutely. We specialize in international taxation including FBAR, FATCA reporting (Forms 8938, 5471, 8621), foreign tax credits, treaty benefits, and expatriate tax compliance. Our team has extensive experience with cross-border tax planning and offshore account reporting.