Frequently Asked Questions

No, I am not a Certified Public Accountant (CPA) or an Enrolled Agent (EA). This means I cannot represent you  in certain IRS proceedings. However, I am registered with the IRS as a tax return preparer, sign all returns I prepare, and e-file with the same accuracy as a CPA. My services also adhere to the same client privacy rules and ethics as a CPA's or state revenue board .

I possess the necessary education and experience for CPA or EA qualifications but chose not to take the exams. My expertise focuses on areas of tax law relevant to my clients rather than the broader scope required of CPAs and EAs, including complex tax situations for large businesses.

If you're a U.S. citizen or resident with over $12,000 in total income or self-employment income over $400, you likely need to file a U.S. income tax return. This requirement applies regardless of age and can include Social Security income. Filing can be beneficial even if not required, as you might be eligible for refunds or credits.

My specialty is Maine taxes, but I'm equipped to prepare tax returns for any U.S. state. Please note that additional charges may apply for states other than Maine.

Yes! While I don't prepare Canadian income tax returns, I am well-versed in handling Canada-sourced income for U.S. residents, including income treated as Social Security under tax treaties.

Choosing between remaining a sole proprietor/independent contractor or forming a new entity is crucial. I will discuss each option's tax implications, paperwork, and record-keeping aspects. Please note I do not provide legal liability advice.