How Can We Help You?

If you need help with your small business taxes you have come to the right place.

  • Questionnaire Issues

    If you have questions about filling out your tax questionnaire, you can click here for help

  • Success Checklists

    If you need help getting started, follow our success checklists – click here

  • Billing Problems

    If you’re having problems paying for 1st Tax services, you can get help here

Is it safe to upload my sensitive financial information?

Absolutely! We take pride in our security measures and use the same level of security that your bank does. Our website is PCI-compliant, and all communications are encrypted. The only 1st Tax staff who can access your financial information are the preparers working on your return. We never outsource, either domestically or overseas.

I was looking for a local accountant, so why should I use your service?

By exclusively focusing on small businesses, we are used to handling situations that regular accountants (even those at the Big Four) may rarely or never see.

What about if I'm behind on a few years' of taxes?

You’ll be relieved to hear that usually the taxes owed are far less than you anticipate. We have many options to help you become current with your taxes, like negotiating payment plans with the IRS or submitting Offers in Compromise.

Can I pay 1st Tax through Paypal?

Yes! Our payments are processed through Shopify and are fully safe with a number of payment options available.

I would like to pay with a bank transfer. Can I do that?

Yes. While setting up a bank transfer through PayPal is usually cheaper, some clients still prefer to wire money. Please contact us for wire transfer instructions.

How many years do I need to file?

While this can depend on many factors, in general you are considered caught up with the IRS when you file between three and seven years of tax returns. Please contact us for a free consultation to discuss your specific needs.

What information do you need from me to prepare my return?

Our questionnaire will walk you through the process of compiling the needed information. This will typically include information on your financial situation, income, expenses, and tax documents such as W-2 and 1099 forms. We do not need you to upload receipts to prove expenses; we trust the accuracy of the information you provide us.



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