Tax FAQs

What services does Simon, Simon & Lucas Tax offer?
We provide individual and business tax preparation, year-round tax planning, bookkeeping, payroll services, and IRS audit support.

Do you handle both personal and business taxes?
Yes. We specialize in preparing accurate returns for individuals, small businesses, corporations, and self-employed professionals.

What documents do I need to bring for tax preparation?
You’ll need income forms (like W-2s or 1099s), receipts for deductible expenses, prior-year tax returns, and any supporting financial records.

How long does it take to complete my tax return?
Most returns are completed within 3–5 business days once all documents are received. Complex cases may take a little longer.

Do you offer help if I get audited by the IRS?
Yes. Our team provides professional IRS representation and guidance throughout the audit process to ensure your rights are protected.

Can you help me lower my taxes next year?
Definitely. We offer year-round tax planning to help you make smart financial decisions that reduce future tax liabilities.

Is my information secure with Simon, Simon & Lucas?
100%. We use encrypted systems and strict confidentiality policies to protect your personal and financial data.

Simply schedule an appointment online, call our office, or visit us in person. We’ll guide you step-by-step through the process.