Frequently Asked Questions

The process is fully virtual and structured to keep you informed from start to finish:

1. You complete the online intake form so I understand your filing situation.
2. You upload your tax documents securely through the client portal or encrypted form.
3. I review your information, prepare your return, and screen for potential issues or missed opportunities.
4. You receive a draft and we review the numbers so you understand your outcome, not just the refund.
5. You approve and sign electronically.
6. I file your return and you receive confirmation and digital copies.

Yes. Your information is handled through secure, encrypted systems. I do not request or accept tax documents through social media DMs, regular text messages, or unsecured email.

Documents are submitted using encrypted forms and portals designed for sensitive financial data. Access to your information is limited to your client file and is used solely for preparing and supporting your return.

At a minimum, you should have:

Identity & Household
• Government-issued ID
• Social Security cards or ITINs for you, your spouse, and dependents

Income
• W-2s
• 1099-NEC / 1099-MISC / 1099-R
• 1099-INT / 1099-DIV / 1099-B (interest, dividends, investments)
• Rental income details (if applicable)
• Business income records (if self-employed)

Deductions & Credits
• Mortgage interest (Form 1098) and property taxes
• Childcare expenses (with provider information)
• Education expenses (Form 1098-T)
• Charitable contributions
• Out-of-pocket medical expenses (if significant)

Once you begin intake, you will receive a checklist to make this even easier.

Most returns are prepared within 48–72 hours after all required documents are submitted. More complex returns may take longer, especially if you:

• Are self-employed or have multiple income streams
• Have rental properties or investments
• Are missing key documents
• Need amendments or prior-year corrections

You will be kept updated so you always know where things stand.

Yes. I regularly work with service-based entrepreneurs, gig workers, contractors, and other self-employed individuals.

I help you:

• Organize income and expenses
• Identify legitimate deductions
• Avoid common red flags
• Understand how your business income affects your refund or balance due

Tax preparation is a professional service, and the work happens before the return is filed.

If your return has been completed and you decide not to file through Edwards Tax Prep, a Preparation-Only Fee will apply. This fee must be paid before any draft, estimate, or completed tax forms are released.

This protects the time, analysis, and expertise invested in your return.

You are not left on your own after your return is filed.

If you receive an IRS or state notice, you can reach out so we can review it together. I will help you:

• Understand why you received the letter
• Identify what documentation is being requested
• Determine the next steps to respond appropriately

You do not have to have everything figured out before you begin.

Start with the intake form. I will review your information, let you know what is missing, and walk you through what needs to happen next. My goal is to make sure you feel informed and supported, not rushed or judged.