Good questions deserve
clear answers.
A few helpful starting points before your first conversation.
What is a Certified Acceptance Agent (CAA)?
A CAA is an IRS-authorized professional who helps eligible applicants prepare Form W-7 for an ITIN. A CAA can review and authenticate certain identification documents, reducing the need to send originals to the IRS. Rules differ for dependents and document types.
What is Form W-7, and can you help submit it?
Form W-7 is the IRS application for an Individual Taxpayer Identification Number (ITIN). CAA assistance can include preparing the application, reviewing supporting documents, and submitting the required package to the IRS. ITIN eligibility, documents, and any tax-return attachment depend on the applicant’s situation.
What is proactive tax planning?
Proactive tax planning means discussing tax considerations before decisions or deadlines, rather than waiting until filing time. Any recommendations should be based on your individual facts and circumstances.
Do you work with both individuals and businesses?
Navas Tax Strategy & Seal intends to serve both individuals and small business owners. Contact the business to discuss your needs and confirm the scope of services available.
Can you help with an IRS notice or tax issue?
Yes. As an Enrolled Agent, our tax practitioner is authorized to represent taxpayers before the IRS in audits, collections, and appeals. Contact us with a general description of your situation to discuss available assistance. Please do not send sensitive tax records through the website.
What kinds of documents can be notarized?
Eligibility depends on the document, notarial act, and jurisdiction. Contact the business before your appointment to confirm that your document can be notarized.
What should I bring to a notary appointment?
Requirements vary, but a current, acceptable government-issued ID may be needed. Ask in advance about witnesses, unsigned documents, and the presence of all signers.
Can I send my tax documents through the website?
Please do not send Social Security numbers, tax returns, financial account details, or other sensitive records using the general contact form or ordinary email. Ask about an approved secure document-sharing method.
How do I schedule a consultation?
Use the contact page to call, email, or prepare an appointment inquiry. Appointment availability and any consultation fees should be confirmed directly.
How much do services cost?
Pricing depends on the type and complexity of the service. Contact the business for a quote and to confirm any applicable state limits on notary fees.
Clarity starts with a conversation.
Discuss your goals and find out which services may be right for you.