What documents do I need for a personal tax return?
W-2s and/or 1099s, records of any deductible expenses, last year's return, and Social Security numbers for you and any dependents.
FAQ
Straight answers before you file or automate
Common questions about income tax, sales tax, the AI receptionist, automation, and the limits of online estimates.
Do you work with businesses outside California?
Yes — federal filings and most state filings are handled remotely through our secure portal, regardless of where you're based.
Can you help if I already have an IRS notice?
Yes. Send us the notice and we'll review it, explain what it means, and handle the response or payment plan setup on your behalf.
Is bookkeeping billed separately from tax preparation?
Yes, they're separate services — see the Pricing tab for current rates on each, or bundle both for a discount.
Do you handle sales tax, not just income tax?
Yes. We help with sales tax registration, nexus reviews, return filing, marketplace collection, exemption certificates, and local or district tax rules.
Is the AI receptionist just answering calls, or does it include automation?
Both. The receptionist answers and books live, and automation handles lead capture, reminders, follow-ups, and CRM or calendar updates so work continues after the call ends.
What is the difference between federal and state filing?
The IRS administers federal income tax. State revenue departments administer their own income-tax rules, which may include separate returns, deductions, credits, and deadlines.
Can you estimate my final refund from a paycheck?
We can provide planning estimates, but a final refund or balance due depends on your full-year income, withholding, deductions, credits, and filing status. W-2 income is generally reported on Form 1040.
Do you handle business and self-employment income?
Yes. We support sole proprietors, LLCs, S corporations, partnerships, and corporations. Entity choice affects reporting, payroll, estimated payments, and compliance requirements.
What should I do if I receive an IRS notice?
Do not ignore it. Upload the notice through the secure process or contact us so we can identify the deadline, explain the request, and discuss the appropriate response.
Is the tax calculator tax advice?
No. The calculator provides an estimate using limited inputs. It does not calculate every credit, state tax, sales tax, payroll tax, AMT, NIIT, or business-specific rule.
Do you file sales tax returns?
Yes. We help with sales tax registration, economic-nexus reviews, regular return filing, marketplace facilitator rules, exemption certificates, and local or district rates.
What does receptionist automation include?
The AI receptionist answers and books live. Automation then captures the lead, updates your calendar or CRM, and can send confirmations, reminders, and follow-ups without extra staff time.
For official filing steps, forms, deadlines, and credits, visit the IRS filing guide. Tax rules change, so your situation should be reviewed using current guidance.