Frequently Asked Questions

What services do you offer?

  • Tax preparation (in-person or remote) for individuals and businesses.

  • Tax consulting + year-round tax support, positioned as a strategic partner/educator (not just “file and done”).

  • Tax planning + consultations

  • North Carolina and multi-state return support

  • Client onboarding + secure document workflow via a secure portal and the Secure File Pro mobile app (secure messaging, notifications, secure upload/access to tax data).

  • Flexible payment options, including major cards and a “pay later” option.

  • Tax education content through your podcast (“The Tax Liaison”).

How do I get started?

First - Contact Us

We will gather some information to get your started using our secure portal.

After setting up your portal you will be supplied a tax season checklist / questionnaire with the items as follows.

  • Personal info: full names, SSNs/ITINs, DOBs, current address, filing status, dependents’ info

  • Prior-year return (federal + state)

  • Income documents: W-2s, 1099s (NEC/MISC/INT/DIV/R), SSA-1099, unemployment (1099-G), K-1s, crypto statements

  • Identity/health: photo ID, health coverage forms if applicable (1095-A for marketplace plans)

  • Bank details: routing/account numbers for direct deposit or payment

  • Deductions/credits: mortgage interest (1098), property taxes, charitable gifts, medical expenses, student loan interest (1098-E), tuition (1098-T), childcare costs (provider name/EIN), retirement/HSA contributions

  • Self-employed/business: income records, expenses, mileage log, home office info, asset purchases, 1099s issued, estimated tax payments

  • Other: IRS/state letters or notices, year-end brokerage statements, rental property income/expenses, major life changes (marriage/divorce/baby/move)

What makes you different?

Why The Tax Liaison

  • Experience that goes beyond “tax prep.” You get a strategic partner and educator—not a transaction.

  • Former IRS perspective. Guidance shaped by how the IRS communicates expectations and how issues get resolved.

  • Clarity-first service. Straight answers, plain language, and no unnecessary stress.

  • Secure, modern workflow. Upload, message, and share documents safely through a secure portal and mobile app.

  • Flexible and client friendly. Remote or in-person options, plus convenient payment choices.

DIY vs. The Tax Liaison:
DIY tax software can be fine for simple returns, but it can’t ask follow-up questions the way a pro does, spot the “small detail” that changes the outcome, or help you understand the why behind the numbers. The Tax Liaison is built for people who want confidence, clarity, and a return that’s prepared with strategy not guesswork.

How can I contact you?

You can reach us anytime via our contact us page or email.