Contact Us
Have a question about filing, an IRS notice, or tax debt? Contact Assured Right Tax & Financial Services. Our team will help you understand the next step and connect you with the right service. We serve clients virtually in all 50 states.
FAQS
How do I get started with Assured Right?
Contact our team or schedule an appointment to get started. We’ll explain the process, provide your intake and secure upload instructions, and let you know which documents are needed. We serve clients virtually in all 50 states, so you can work with us from wherever you are.
What documents do I need for tax preparation?
You’ll generally need a valid photo ID, Social Security numbers or ITINs for everyone on the return, income documents such as W-2s and 1099s, and your previous year’s return if available. Depending on your situation, we may also request business income and expense records, education forms, childcare information, or other supporting documents. Our team will provide guidance tailored to your return.
How do you review my tax return for accuracy?
We review your documents, ask questions about your situation, and check your return through our quality review process before filing. You’ll also have an opportunity to review your return and ask questions before authorizing submission. Providing complete and accurate information helps us prepare your return correctly.
What should I do if I receive an IRS notice or audit letter?
Contact our team promptly and provide a complete copy of the notice through our secure upload process. We’ll help you understand what it requests, identify deadlines, and organize supporting records. The next steps depend on the notice and your circumstances.
How can tax planning help me or my business?
Tax planning helps you prepare for how changes in income, self-employment, business activities, and major life events may affect your taxes. We review your situation and discuss eligible deductions, credits, withholding, and estimated payments where applicable. Planning throughout the year can help you prepare for upcoming obligations and reduce surprises at filing time.
Can you help me if I need an extension to file my taxes?
Yes. We can help request an extension and explain the next steps for completing your return. An extension provides additional time to file, but it does not extend the deadline to pay taxes owed. We’ll help review your available information and discuss any estimated payment needed by the original deadline.
Can you help if I owe back taxes?
Yes. We offer tax debt resolution services to help you understand and address outstanding tax obligations. We review your situation, identify any unfiled returns, organize the necessary records, and explore resolution options based on your circumstances. Contact our team to discuss your next steps.
