Bring or upload photo ID, Social Security cards or ITIN letters, W-2s, 1099s, prior-year tax return, income records, deduction records, dependent information, and any IRS or state notices. Business clients should also include bookkeeping records, bank statements, 1099s issued, payroll reports, and business expense details.

Timing depends on the complexity of the return and how quickly all documents are received. Simple returns may be completed quickly once documents are complete; business returns, missing documents, or tax notices may require additional review time.

Yes. Documents can be uploaded through the secure document portal, appointments can be handled virtually, and follow-up questions can be managed by phone, email, or scheduled service call.

Yes. MJ Accounting & Professional Services prepares individual and business returns, including LLC, Schedule C, corporation, partnership, nonprofit, 1099, and sales tax related filings.

Yes. We help review IRS and state notices, explain what is being requested, prepare responses when appropriate, and assist with payment plan or follow-up options.

Enroll by submitting a membership enrollment form. You will receive a confirmation email once the form is received and processed. For ease and convenience, you can select automatic monthly withdrawals. Monthly plans provide year-round support instead of only tax season tax preparation.