Your taxes do not stop in April. Neither do I.

Individual and business returns, bookkeeping, payroll, quarterlies, IRS letters and back taxes — in northeast Alabama, all twelve months of the year.

Book an appointment Send me your documents

Appointments: Nine to five, in fifteen minute slotsOther times can usually be arranged — just ask.
Your paperwork: Photographed from your phoneStraight into the tax program, not by email.
Open: All twelve monthsNot just January to April.

The year around

Most tax offices put the lights out on the sixteenth of April. That is when a good half of the work actually starts.

January – April Filing season Individual and business returns, e-filed, with your refund going straight to your account.
May – August The letters season IRS notices, back taxes, amended returns and the years somebody never got round to filing.
September – December Planning and quarterlies Estimated payments, year-end planning, and getting the books straight before January arrives.
Every month Bookkeeping and payroll For the small businesses who would rather hand it over than spend Sunday night on it.

What I do

Sit down with a person, not a kiosk. You will know what it costs before anything starts.

Individual returnsFederal and Alabama, e-filed, with direct deposit of your refund.
Business and self-employedSchedule C, 1099 contractors, and the questions that go with them.
Bookkeeping and payrollMonthly, so that next January is an afternoon rather than a fortnight.
IRS letters and back taxesNotices, amended returns, and years that were never filed. It is fixable.
Quarterly estimatesWorked out and scheduled so nothing lands as a surprise.
A straight answerRing up with a question in July and get one. That is rather the point.

Book an appointment

Appointments run from nine in the morning to five in the afternoon, in fifteen minute slots. Need a time outside those hours? Ask — something can usually be arranged.

What do you need?

Your name

Phone

Email Optional — so you get a note confirming the time.

Which day suits you?

What time?

Which week?

Anything I should know First time, returning, several years to catch up, a letter in your hand — whatever helps me set enough time aside.

Monday at 9:00 am · individual tax return

Please do not send documents or numbers through this form. No Social Security numbers, no dates of birth, no IP PIN, no bank details. Send paperwork through the app below, or bring it with you.

Send me your documents from your phone

You do not have to drive anything over. Photograph it and it comes straight through to me, securely, inside the tax software itself — not through this website and not by email.

Download the TaxesToGo appIt is free, and it is on both the App Store and Google Play.
Ask me for my codeEvery preparer has their own. Mine makes sure your paperwork lands with me and nobody else.
Photograph your paperworkW-2s, 1099s, your ID, last year's return. Take a picture of each one in the app.
That is your part doneIt arrives in my tax program. I will message you inside the app if anything is missing, send the finished return back through it, and take your signature there too.

Get the TaxesToGo app

Questions people ask

Do I need an appointment?

It is much the better way — book a slot above and you will not be waiting. If you need a time outside nine to five, ask and something can usually be arranged.

What should I bring with me?

A valid photo ID that has not expired, Social Security cards for everyone on the return, your W-2s and any 1099s, last year's return if you have it, and your bank details if you want your refund deposited straight in. If you are claiming a child, bring something that shows they lived with you — school, medical or childcare records all do the job.

Can I send everything instead of coming in?

Yes. Use the TaxesToGo app above. Photograph your paperwork and it comes through to me securely, and we can do the whole thing by message if that suits you better.

Is it safe to send my information?

Through the app, yes — that is what it is built for. Through this website, no, and I would rather say so plainly. Never put a Social Security number, a date of birth, an IP PIN or a bank account into a web form or an email, mine included. The booking form above asks for your name, your phone number and a time, and nothing else.

I got a letter from the IRS. Can you help?

Yes, and the sooner the better. Bring the letter with you, envelope and all. Most of them are far less frightening than they read, and nearly all of them have a deadline printed on them.

I have not filed for a few years.

You are not the first and you will not be the last. It gets sorted one year at a time, and it is very much better to come in than to keep not coming in.

What does it cost?

It depends on the return — a single W-2 is not the same job as a business with a Schedule C. You will be told the price before any work starts, not afterwards.

Do you only do taxes in tax season?

No, and that is rather the whole point. Bookkeeping, payroll, quarterly estimates, IRS letters and back taxes carry on all twelve months.

Keep in touch

A note when the filing dates come round, when the rules change, and when it is time to book. Nothing else, and you can stop it whenever you like.

Getting in touch

Area: Northeast Alabama
Appointments: Book a slot above — nine to five, or ask for another time
Paperwork: Through the TaxesToGo app, or bring it with you
Website: taxlady.orkisgroup.com