What is KG Tax Group?
KG Tax Group provides tax preparation, tax planning, bookkeeping, payroll, business advisory, and IRS resolution services for individuals and small businesses.
Explore our servicesTax Center / FAQ
Frequently Asked Questions
Get to know KG Tax Group, prepare for your first conversation, and find the right place for documents, appointments, and payments.
About the firm
Who leads KG Tax Group?
Kevin A. Gutierrez, Enrolled Agent (EA), is the founder of KG Tax Group. His professional background combines tax advising with a degree in Information Technology from George Mason University.
Read Kevin’s professional profileWhere is KG Tax Group based, and who do you serve?
KG Tax Group is based in Alexandria, Virginia and serves the Washington, D.C. metropolitan area, including Maryland and Virginia. Secure remote service available nationwide.
Learn about our firmCan I work with KG Tax Group remotely?
Yes. KG Tax Group works with clients nationwide through video consultations and secure document exchange. Contact the firm to discuss your location and the services you need.
Discuss your situationGetting started
How do I become a client?
Start by scheduling a consultation or contacting KG Tax Group with a brief description of the help you need. Include any relevant deadline without sending sensitive tax documents in your initial message.
Schedule a consultationWhat should I prepare for the first conversation?
Be ready to explain the service you need, the tax years involved, any upcoming deadlines, and the questions you want answered. Ask which records are needed for your specific situation before uploading documents.
Contact the firmHow can I find out what my services will cost?
Contact KG Tax Group to discuss the scope and complexity of your work and request a quote. Confirm the applicable consultation and service fees before proceeding.
Ask about feesHow do I confirm appointment availability or arrange a visit?
Use the scheduling page to view appointment options. Contact the firm to confirm meeting arrangements before traveling; this website publishes a service area rather than a street address.
View appointment optionsDoes KG Tax Group help with IRS notices and prior-year tax issues?
Yes. Tax resolution is one of the firm’s services. Contact KG Tax Group with the notice type, tax year, and response deadline so you can discuss the scope of assistance. Share the actual notice through the secure client portal.
Explore tax resolution servicesDocuments, contact, and payments
How do I send documents securely?
Use the KG Tax Group SmartVault client portal for tax documents and sensitive records. Do not send Social Security numbers, account numbers, or full tax returns through ordinary email or the general contact form. Contact the firm if you need portal access.
Open the Client HubWhat are KG Tax Group’s official contact details?
Call (571) 634-9335 or email TaxInfo@KGTaxGroup.com for general inquiries. Keep your message brief and non-sensitive; use SmartVault for documents.
View contact optionsHow do I pay an invoice?
Use the Make a Payment page to reach the firm’s Square payment link. If you have a question about an invoice or amount due, contact KG Tax Group before making a payment.
View payment optionsTax questions
What documents should I bring for tax preparation?
At minimum: photo ID, Social Security cards for all dependents, W-2s, 1099s, 1098s (mortgage interest), documentation for deductions and credits, prior-year return, and bank routing info for direct deposit. Business clients should also provide P&L, balance sheet, and asset purchase records. We will send a tailored checklist after you schedule.
Can you file an extension for me?
Yes. A federal extension (Form 4868) gives you additional time to file — but not to pay. Any tax owed is still due by the original deadline to avoid penalties and interest. We can help you estimate what you owe before extending.
I received a letter from the IRS. What should I do?
Do not ignore it. Contact us with the notice number and date shown on the letter. We will review it, explain what the IRS is requesting, and represent you if needed. The sooner you respond, the more options you typically have.
I owe back taxes. Can you help?
Yes — tax resolution is one of our core services. Options may include installment agreements, Offer in Compromise, Currently Not Collectible status, or penalty abatement depending on your situation. We will review your case confidentially before recommending a path forward.
How often should my business books be updated?
Most small businesses benefit from monthly bookkeeping at minimum. Quarterly may work for very simple operations, but monthly gives you timely financial insight and makes tax season smoother. We will recommend a cadence based on your transaction volume.
Should I be an LLC, S-Corp, or sole proprietor?
It depends on your income, liability exposure, number of owners, and long-term plans. There is no one-size-fits-all answer. We offer entity selection consulting to compare tax and legal implications — often in coordination with your attorney.
Don't see your question? Contact us or schedule a consultation.