Plain-language answers to the questions clients actually ask.
A growing library of guidance for individuals, business owners, and nonprofits. Start with the FAQ below — and if you don't see your question, tell us what you'd like us to write next.
Frequently asked
How do I file several years of back tax returns?
Start with what you have. We'll help you identify the earliest year we can substantiate, order missing wage-and-income transcripts from the IRS where appropriate, and file the years in an order that makes sense for your situation. It's rarely as bad as it feels once it's organized.
What should I do after receiving an IRS notice?
Don't ignore it, but don't panic either. Bring the notice to us and we'll translate what it's asking, what your response options are, and what deadline you're actually working against.
Can a tax professional communicate with the IRS for me?
Yes — with proper written authorization (Form 2848 for representation, or Form 8821 for information access), we can speak with the IRS on your behalf about the matters covered.
Does a nonprofit organization still need to file a tax return?
Almost always, yes. Even tax-exempt organizations generally file some version of Form 990 each year. We help nonprofits stay current on federal and California requirements.
What records does a small business need for tax preparation?
At minimum: bank and credit-card statements, payroll reports, 1099s issued and received, a fixed-asset list, and any loan documents. We'll send a tailored checklist once we understand your business.
When should a business change its entity type?
Usually when income, ownership, liability exposure, or long-term plans change. It's rarely urgent, but it is worth reviewing with a professional before another filing year passes.
How do I correct a previously filed return?
We prepare amended returns (federal Form 1040-X and California equivalents) when a prior year needs to be corrected — whether that's a missed deduction, a K-1 that arrived late, or a genuine error.
What's the first step if I cannot pay the taxes I owe?
File anyway. Non-filing generally makes things worse, not better. Once the return is filed, we can look at installment agreements, currently-not-collectible status, offers in compromise, or other tools depending on your circumstances.
Not sure where you fit? Start a conversation.
Tell us a little about your situation and Tasha's team will point you to the right next step — whether that's a filing, a resolution plan, or an ongoing accounting relationship.