Question 1

What documents do I need for tax preparation?

Accepted Answer

Common items include photo ID, Social Security numbers for everyone on the return, W-2s, 1099s, records of income and expenses, mortgage and rental statements, and prior-year tax returns. We'll send you a personalized checklist after you book your consultation.

Question 2

Do you handle 1099 and self-employed returns?

Accepted Answer

Absolutely. We prepare returns for 1099 contractors, gig workers, and Schedule C self-employed filers, and can help you understand what to set aside and how to track expenses.

Question 3

Do you prepare business tax returns?

Accepted Answer

Yes. We prepare returns for Schedule C businesses, S-Corporations, partnerships, and small businesses, and can discuss planning to help reduce surprises throughout the year.

Question 4

Can you amend a previously filed return?

Accepted Answer

Yes. If something was missed or changed on a past return, we can prepare an amended return and walk you through what to expect. Book a consultation and we'll review the details with you.

Question 5

Can you help with IRS notices?

Accepted Answer

Yes. If you've received an IRS notice, we can review it with you, explain what it means, and help you understand what options may be available. We do not promise a specific outcome. The result depends on your facts and IRS rules.

Question 6

Can you help with California tax notices?

Accepted Answer

Yes. We assist with California FTB and other state tax notices using the same careful, step-by-step approach. Book a tax situation review and bring the notice to your consultation.

Question 7

What if I haven't filed taxes for several years?

Accepted Answer

You're not alone, and it's usually more manageable than people fear. We can help you get current by preparing prior-year returns and explaining what to expect. The first step is a consultation so we can understand your situation.

Question 8

Do you guarantee tax resolution results?

Accepted Answer

No. Outcomes in tax resolution matters depend on the specific facts of your case and the rules of the taxing authority. Tax Sense does not promise specific results, refunds, settlements, or reductions. We help you understand your situation and explore what options may be available.

Question 9

Do you offer tax planning?

Accepted Answer

Yes. Tax planning is proactive. We help individuals and business owners understand their tax position, prepare for future obligations, and make more informed decisions. Qualifying preparation clients may receive complimentary next-year planning guidance.

Question 10

Can Tax Sense prepare my return remotely?

Accepted Answer

Yes. You can work with us entirely remotely. Schedule a video or phone consultation, then securely upload your documents through our client portal. Many clients never need to visit our Norwalk office in person.

Question 11

How do I securely send documents?

Accepted Answer

After your consultation we'll give you access to a secure client portal where you can upload documents safely. Please never email or text sensitive tax documents. Always use the portal.

Question 12

How do consultations work?

Accepted Answer

Consultations are free and available in person, by phone, or by video. We'll review your situation, explain your options, and recommend next steps. Choose a convenient time on our calendar.

Tax questions, answered

Frequently Asked Questions

Tax Preparation

Tax Resolution

Tax Planning

Getting Started

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