Get In Touch
Contact Information
iTax Self Help Financial LLC
3571 Far West Blvd.
Austin TX 78731
Phone: (575) 256-0367
Email: misseinstein@itaxselfhelpfinancial.com
We are dedicated to providing the tools and expertise you need to optimize your financial situation and gain true understanding.
Common Questions & Insights
What documents do I need to prepare for my tax consultation?
We recommend bringing your prior year tax return, W-2s, 1099s, and any documentation of business expenses or home office receipts. Providing a complete financial picture allows us to maximize your potential strategies and optimization path.
How do you handle IRS notices or unexpected audit correspondence?
If you receive a notice from the IRS or state authorities, it is important that you bring it to me so I can show you how to efficiently provide them with what they are asking for. I do not advise you to handle these on your own as doing so may cause delays with your refunds.
Is your financial education centered on individual empowerment?
Empowerment is at the core of our mission at iTax Self Help Financial LLC. We move beyond simple data entry to provide you with the literacy needed to make proactive decisions regarding your financial goals.
What is the typical timeframe for refund processing?
Electronically filed returns are generally processed by the IRS within 21 days for direct deposit refunds. We monitor your submission and provide tracking updates to ensure you remain informed until the funds reach your account.
Do you provide services for small business owners and entrepreneurs?
Absolutely. We specialize in assisting entrepreneurs with entity selection, self-employment tax planning, and deduction identification to ensure your business remains financially healthy and compliant with current codes.