Your Tax Preparation FAQs for Individuals and Businesses

To start, gather a government ID; Social Security or ITIN numbers for you and dependents; last year’s return; W-2s, 1099s, and 1098s; health insurance Form 1095-A if applicable; bank and mortgage statements; property tax and charitable receipts; and direct deposit details. Business owners should add a year-to-date profit and loss, balance sheet, payroll reports, mileage logs, and key receipts. Upload everything to our secure portal, or call +12542290218 for help getting organized.

Most individual returns are completed within 24-72 hours after we receive all documents. Complex filings—such as multi-state, business entities, or heavy investment activity—may require additional time. You will review a draft before we e-file, and once you approve, we submit the return the same day whenever possible. We keep you posted at every step and share your e-file acceptance and a copy of your return for your records.

Both. We serve clients across the United States, Puerto Rico, and Cuba through our encrypted portal, secure e-signature, and phone or video meetings. If you’re near Lorena, Texas, in-person appointments are available by request. You can snap photos or upload PDFs, whatever is easiest. We provide clear checklists, real-time updates, and fast answers so you never have to put your life on hold to get your taxes filed accurately.

Our pricing is transparent and based on the forms and complexity of your return. After a quick review of your documents, we provide a free estimate before any work begins. Individual and business packages are available; specialized consulting is quoted case by case. No payment is due until you approve your return. We accept major credit cards and ACH. Year-round support for filed returns is included at no extra cost.

Yes. We prepare LLC, S corporation, C corporation, and partnership returns, plus payroll filings, sales tax, and estimated tax planning. We also assist with bookkeeping cleanup, quarterly reviews, 1099 filing, and entity selection consultations. Our advisory approach aligns your tax strategy with cash flow, growth goals, and compliance requirements. Whether you’re just forming or scaling, NETTAXES provides practical guidance and timely filings so you can stay focused on running your business.

Absolutely. We prepare late and prior-year returns, amend incorrect filings, and analyze IRS or state notices to determine next steps. When authorized, we communicate with the taxing authority on your behalf, help set up payment plans, and assemble documentation for audits or examinations. Our goal is to resolve issues quickly, minimize penalties where possible, and give you a clear action plan you can trust, without surprise costs or delays.

Yes. We support U.S. taxpayers residing in Puerto Rico and Americans working in or with ties to Cuba, providing guidance on federal filing obligations, foreign income reporting, and residency considerations. We coordinate with local requirements when applicable and follow all U.S. regulations and licensing rules. Engagements are handled remotely through our secure systems, with clear checklists and bilingual support available upon request. Contact us to discuss your specific situation.

For refunds, e-filed returns are typically processed within about 21 days; choose direct deposit for the fastest payout. Track status using the IRS Where’s My Refund tool and state portals. If you owe, we can schedule an electronic debit, set up EFTPS, or explore payment plans when eligible. We’ll calculate estimates, provide vouchers, and send reminders so you avoid penalties and stay on top of cash flow.

We use encrypted file transfer, secure document storage, multi-factor authentication, and IRS-compliant data handling practices. Access is role-based and limited to your engagement team. We never sell your information. Signed authorizations control any third-party sharing, and we validate identities to prevent fraud. We retain records only as required by law and professional standards, then securely destroy them. Your trust matters—security is designed into every step of our workflow.

Yes. If you need more time to file, we can electronically submit Form 4868 for individuals or Form 7004 for many business entities. An extension moves the filing deadline, not the payment deadline, so we’ll estimate any balance due and help you pay on time. You’ll receive confirmation and next steps, including a preparation timeline, document checklist, and reminders to ensure a smooth, penalty-free filing.