You’re welcome to walk into our San Francisco office during business hours, and look for Irvin to assist you. For more complex situations—such as multiple businesses, several years of unfiled returns, or IRS resolution cases—we recommend scheduling an initial consultation.

Yes. You can securely send your tax documents by email, fax, or regular mail. We’ll prepare your return, review it with you by phone or video, and send final copies and e-file authorizations electronically or by mail—no office visit required.

Generally, you should bring:

• Photo ID and Social Security cards (or ITIN letters) for you and your dependents

• Prior-year tax return (if available)

• All income documents (W-2s, 1099s, K-1s, Social Security, etc.)

• Records for deductions: medical, mortgage, property tax, charitable donations, education, childcare, and business expenses

• For rentals and real estate, income and expense details plus purchase/sale information

If you’re unsure, bring as much as you can—we’ll help you sort out what’s needed.

Absolutely. Our Enrolled Agent can review the notice, obtain your IRS transcripts, explain what’s happening, and outline your options. Depending on your situation, that may include responding to the notice, setting up a payment plan, requesting penalty relief, or exploring an Offer in Compromise or other resolution strategies.

An ITIN (Individual Taxpayer Identification Number) is for individuals who are not eligible for a Social Security Number but need to file a U.S. tax return or be claimed as a dependent. As a Certifying Acceptance Agent, we can verify your identity documents in person and submit your ITIN application package to the IRS, so you often don’t need to mail original passports. We also help you understand what documents are required for dependents and how the ITIN connects to your tax return.