E&O Insured

For Individuals & Small Businesses - At Very Busy Bees, we make tax season less stressful and more rewarding. Whether you’re filing as an individual, freelancer, or small business owner, our process is straightforward, secure, and designed to help you get the most from your return.

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✅ What You’ll Need for Your Appointment

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Please gather and upload (or bring, if in person) the following:

For Individuals:

• Valid photo ID (driver’s license or passport)

• Social Security Numbers (for yourself and any dependents)

• W-2s, 1099s, and other income forms

• Bank account info for direct deposit

• Last year’s tax return (recommended but not required)

• Receipts or documentation for deductions/credits (e.g., education, childcare, medical expenses)

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For Small Businesses / Self-Employed:

• EIN or business license (if applicable)

• Income records (invoices, bank statements, 1099-NEC/K)

• Expense records (receipts, mileage logs, etc.)

• Payroll reports (if applicable)

• Last year’s business return (Form 1120, 1065, or Schedule C)

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🔎 What You Need to Know Before Your Appointment

• Appointments are typically 30–60 minutes long. We’ll review your documents, ask key questions, and begin the filing process.

• Not all returns can be completed during the session, especially if documentation is missing. We’ll provide a checklist and timeline for anything outstanding.

• You’ll receive a secure link to upload your documents if you’re booking a remote session.

• Your return will be filed electronically (e-file), and you’ll receive a copy for your records along with refund/payment instructions.

• We do not guarantee a refund, but we do work to ensure accuracy, compliance, and the maximum benefit allowed under current tax law.

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🗂️ What’s Included in Your Appointment

• One-on-one consultation with a registered tax preparer

• Review of income, deductions, and credits

• Electronic filing (e-file) with IRS and your state

• Year-round access to your filed return

• Optional audit protection and amendment services (available at additional cost)

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📍 Appointment Logistics

In-Person & Remote Options Available

• Remote sessions are held via secure video call with document sharing

• In-person appointments available in select locations (travel fees may apply)

• Secure document upload link will be provided for all remote clients

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📅 Booking & Deadlines

Appointments are available year-round, not just during tax season. We also offer support for:

• Back taxes

• Extensions

• Tax planning for next year

Early booking is recommended, especially between January and April.

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💬 Questions Before You Book?

Not sure what forms you need? Starting a business and not sure how to file?
We’re here to help. Contact us with any questions before your appointment, and we’ll guide you every step of the way.

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