Frequently Asked Questions

Go to the official IRS refund website. With your Social Security number, estimated refund amount, and tax year, you can track the status of your return.

👉 https://www.irs.gov/refunds

For Individual Returns: 1-800-829-1040
For Business Returns: 1-800-829-4933

Georgia state refunds generally take longer than federal refunds. You can check the status using your Social Security number, estimated refund amount, and tax year.

👉 dor.georgia.gov/wheres-my-refund

Filing an extension only gives you extra time to file your return — not extra time to pay the amount owed.

Once the IRS receives your payment, they will send a letter showing penalties and interest. You can reduce charges by filing and paying as early as possible.

Most individual returns land between $250–$750; business returns typically range $650–$1,800 depending on forms and states. We confirm a range after intake before we start.

Yes. Secure upload and e-sign handle documents and approvals. We can still meet in Commerce by appointment if you prefer in-person.

We retain working papers and a PDF copy of your return for at least 7 years. You can request another copy anytime.

Yes. We register accounts, file sales and use tax where applicable, and run payroll with quarterly/annual filings plus W-2/1099 delivery.

Do not ignore it. Forward the notice to us right away. We review the letter, identify the issue, check your records, and prepare a response before the deadline. Our Enrolled Agents represent you directly with the IRS.

An Enrolled Agent (EA) is a federally licensed tax professional credentialed by the IRS. EAs can represent any taxpayer before any IRS division, including audits, collections, and appeals. We have two EAs on staff: Pat and Renee.

Typical onboarding takes 3–5 business days once we receive your intake documents and prior payroll data. We set up withholdings, direct deposit, and filing calendars from the first cycle.

We offer both. Our monthly bookkeeping includes bank reconciliation, transaction categorization, payroll reconciliation, and financial reporting — all structured to feed directly into tax preparation and estimated payments.

Yes. We guide entity selection, prepare Georgia registration documents, set up bookkeeping and payroll, and make sure your first tax period starts on a clean foundation.

Yes. We prepare Georgia returns plus additional state filings for individuals and businesses — common for remote workers, business travelers, and those with out-of-state rental income.

We start with a cleanup of your records, prioritizing current compliance deadlines. Then we transition you into a recurring monthly close process to keep your books current going forward.

Everything can be handled remotely through our secure upload portal and e-sign. We also offer in-person appointments at our Commerce office.

We serve clients in Athens, Jefferson, Gainesville, Toccoa, the Atlanta Metro area, and towns across Jackson, Banks, Hall, Clarke, Madison, and Stephens counties. Remote clients throughout Georgia are welcome.

Yes. We calculate and file federal and Georgia estimated payment vouchers for individuals and businesses. We review your estimates each quarter and adjust them based on income changes.