Frequently Asked Questions

How does the process work?

It's straightforward and fully remote. First, we schedule a free 15-minute consultation and when you’re ready to move forward, I’ll send a link to complete the onboarding process.

Onboarding includes:

  1. Signing the engagement letter

  2. Completing the client interview

  3. Uploading your documents

Who do you work with?

I work with small business owners, rental property investors, and individuals with all types of returns — from straightforward W-2s to complex multi-state or self-employed situations. And because I'm fully remote, I serve clients nationwide.

What makes you different?

You'll work directly with me — always. There are no junior staff or handoffs at Castle Tax Solutions. Every return gets my full personal attention.

And the following are included at no additional cost:

  • Audit Defense

  • Identity Theft Restoration

  • An hour of my time during the year

  • Review of prior year return(s)

How much does tax preparation cost?

Pricing varies depending on the complexity of your return. I use a tiered pricing structure — you can visit my Services page to get a general idea of cost based on your situation. My services start at $200. If you're still not sure what applies to you, we can talk through it during your free consultation.

What if I have questions outside of tax season?

I'm here year-round, not just during tax season. If something comes up — a new job, a property purchase, starting a business — feel free to reach out.

I also handle prior year unfiled returns regularly. Whatever your situation, we can talk through it during a free consultation call.

Is it safe to send my documents online?

Absolutely. I use Encyro, a secure document portal built specifically for tax professionals. It uses end-to-end encryption to protect your sensitive financial information every step of the way — from the moment you upload to the moment I receive it. Your documents are safe, private, and never shared.