Frequently Asked Questions (FAQ)
What services do you offer?
We offer professional tax preparation and planning services for individuals, families, self-employed individuals, and small businesses. Our services also include amended tax returns, ITIN applications and renewals, and personalized tax guidance. Visit our Services page to learn more.
How much does tax preparation cost?
Individual tax preparation starts at $225. Fees vary depending on the complexity of your tax situation, additional forms, and schedules required. We believe in transparent pricing and will discuss your preparation fees before beginning work.
Are there additional fees for self-employment or rental income?
Yes. Returns involving self-employment, rental properties, investments, or other complex tax situations may require additional forms and fees. We'll review your tax documents and explain any applicable charges upfront.
How can I schedule an appointment?
Scheduling is easy! Simply visit our Booking page, select the service you need, choose an available preparer and choose an available appointment time. You'll receive a confirmation with the details of your appointment.
Do you offer virtual tax preparation services?
You'll generally need a valid photo ID, Social Security numbers or ITINs for everyone listed on your return, income documents (such as W-2s and 1099s), and any applicable deduction or credit information. Additional documents may be required depending on your tax situation.
What documents do I need to prepare my taxes?
To help ensure an accurate and efficient tax preparation process, we recommend gathering the following documents before your appointment:
Personal InformationValid government-issued photo ID for the taxpayer and spouse, if filing jointly.Social Security numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for everyone included on the return.Copies of your previous year's tax return, if available.Bank account and routing numbers for direct deposit or electronic payments.Income DocumentsW-2 forms from employers.1099 forms reporting self-employment income, contract work, interest, dividends, retirement distributions, unemployment benefits, or other income.Records of cash income, tips, or income received through payment apps.Investment and cryptocurrency transaction statements.Social Security benefit statements (SSA-1099), if applicable.
Deductions and Tax CreditsMortgage interest statements (Form 1098) and property tax records.Charitable donation receipts and qualifying medical expense records.Childcare expenses, including the provider's name, address, and tax identification number.Education expenses, including Form 1098-T and records of tuition, books, and other qualifying expenses.Student loan interest statements (Form 1098-E).Health insurance Marketplace statements (Form 1095-A), if applicable. Self-Employed Individuals and Business OwnersBusiness income and expense records.Business bank statements and financial reports, if available.Vehicle mileage logs and business-related travel expenses.Records of business equipment, supplies, and asset purchases.Prior-year depreciation schedules, if applicable.
Rental Property OwnersRental income and expense summaries.Mortgage interest, property tax, insurance, and repair records.Property purchase documents and improvement expenses.Prior-year depreciation schedules, if available.
Not every document listed will apply to your situation. Additional information may be requested based on your individual tax circumstances.
Helpful Tip: Gather all available tax documents before your appointment to help prevent delays and ensure we identify the deductions and credits you may qualify for.
Personal InformationValid government-issued photo ID for the taxpayer and spouse, if filing jointly.Social Security numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for everyone included on the return.Copies of your previous year's tax return, if available.Bank account and routing numbers for direct deposit or electronic payments.Income DocumentsW-2 forms from employers.1099 forms reporting self-employment income, contract work, interest, dividends, retirement distributions, unemployment benefits, or other income.Records of cash income, tips, or income received through payment apps.Investment and cryptocurrency transaction statements.Social Security benefit statements (SSA-1099), if applicable.
Deductions and Tax CreditsMortgage interest statements (Form 1098) and property tax records.Charitable donation receipts and qualifying medical expense records.Childcare expenses, including the provider's name, address, and tax identification number.Education expenses, including Form 1098-T and records of tuition, books, and other qualifying expenses.Student loan interest statements (Form 1098-E).Health insurance Marketplace statements (Form 1095-A), if applicable. Self-Employed Individuals and Business OwnersBusiness income and expense records.Business bank statements and financial reports, if available.Vehicle mileage logs and business-related travel expenses.Records of business equipment, supplies, and asset purchases.Prior-year depreciation schedules, if applicable.
Rental Property OwnersRental income and expense summaries.Mortgage interest, property tax, insurance, and repair records.Property purchase documents and improvement expenses.Prior-year depreciation schedules, if available.
Not every document listed will apply to your situation. Additional information may be requested based on your individual tax circumstances.
Helpful Tip: Gather all available tax documents before your appointment to help prevent delays and ensure we identify the deductions and credits you may qualify for.
How can I contact North Tax Solutions LLC?
We're happy to help! You can reach us through the Contact Us page on our website with questions about our services, appointments, or your tax preparation needs.