Frequently asked questions
The questions we get most, answered in full.
Do you work in Spanish?
Yes, in English and Spanish. Everything — the appointment, the explanations, WhatsApp messages and the client portal — is available in both. A good part of our job is explaining, in the client's language, what an IRS letter actually says.
Do you charge for the first consultation?
No. The first 30-minute session is free and happens online. It's there to understand your situation and tell you what can be done and what it would cost. From the second advisory session onward, the rate is $120 per hour.
Do I have to mail my passport to the IRS for an ITIN?
Not with us. We're an IRS-authorized Certifying Acceptance Agent, which means we can verify your original passport in the office, keep a copy certified by us, and hand it back the same day. Without a certified agent you'd have to mail the original or get a certified copy from your consulate.
Does an ITIN let me work legally?
No. The IRS is explicit: an ITIN does not authorize you to work in the United States, does not provide or change immigration status, does not qualify you for Social Security benefits or the Earned Income Tax Credit, and does not serve as identification outside the federal tax system. It exists only so you can meet your tax obligations.
Are the prices you publish the final ones?
They're list prices and they cover most cases. If something about your situation changes the amount — multiple states, a business with heavy activity, prior years to catch up on — you hear it before the work starts, not when we hand it over. What we don't do is quote low to get you in the door and bill something else at the end.
Do I have to come to the office?
For almost everything, no: documents go up through the portal or WhatsApp and the appointment can be by phone or video. The exception is an ITIN, where the IRS requires us to see your original passport — that one does mean coming to Greensboro or Laurel.
I haven't filed in years. Can you help?
Yes, and it's more common than you'd think. The first step is usually requesting your IRS transcripts to see what's on file under your name for each year — that needs a Form 8821 signed by you, which you can sign online. From there we know what's missing and in what order to catch up.
What happens to my documents afterward?
They stay in your record inside the portal, with the date you turned them in. You can view, download and print them whenever you want without asking anyone. If you uploaded something by mistake you can remove it from your view; the file itself is kept, because a tax document is often the only copy that exists.
This article is general. If you want someone to look at your actual case, the first 30-minute conversation is free.
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