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Q: What types of clients do you work with?
Q: What types of clients do you work with?
A: I work with individuals and families who need straightforward tax prep, including W-2 earners, retirees, freelancers, students, and those with simple self-employment. I do not handle business returns, corporations, or partnerships.
Q: Are you a licensed CPA?
Q: Are you a licensed CPA?
A: Yes — I am licensed in North Carolina (license #39577). However, Sequoia Tax & Advisory is not a CPA firm.
Q: Do you offer in-person appointments?
Q: Do you offer in-person appointments?
A: Most services are remote for your convenience. If you’re local to Winston-Salem, NC and prefer an in-person meeting, please contact me to discuss availability.
Q: How does your process work?
Q: How does your process work?
A:
Fill out the Client Intake Form
Receive a personalized quote
Sign the engagement letter
Upload your documents
Review your draft return and approve before e-filing
Q: What do I need to get started?
Q: What do I need to get started?
A: You’ll need your W-2s, any 1099s, prior year tax return, and information for dependents. A welcome packet including a full checklist will be provided after an engagement letter is signed.
Q: What’s your pricing?
Q: What’s your pricing?
A: All pricing is up-front and based on your tax situation. See the Services & Pricing page for details.
Q: How long does it take?
Q: How long does it take?
A: Most returns are completed within 5–7 business days after I receive all your documents.
Q: How do you keep my information secure?
Q: How do you keep my information secure?
A: All documents are handled and stored securely, using encrypted storage and secure file sharing. I never share your information without your permission.
Q: Still have questions?
Q: Still have questions?
A: Reach out any time via email. I’m here to help!
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