Frequently Asked Questions


Canfield Tax and Notary is a virtual office. We are able to communicate by phone, text, email and video call. The mobile notary team can also come out to you for an extra fee.
The best way to send sensitive documents is by the upload link or by the App sent to you at set up. Please talk to your Tax Prepare if you need help sending documents. Do not send sensitive documents, including social security card, ID, and bank account information via email.
The App is the best and fastest way to upload documents. Alternative ways are available.
The IRS requires last years tax information to verify your identity. If this is your first time filing or have lost your past tax documents, let your tax prepare know.
Our goal is to have your taxes filed on time in April. If you know documents will be delayed or you are starting the process late in the season, your Tax Prepare can file for an extension for a small fee. This will allow extra time to complete your return.
You may pay using your Checking account, Credit Card, or Pay by Refund. Full payment is due before return is filed.
We are able to help with issues with the IRS. If you have any letters from the IRS, give us a call. Remember the IRS will not call, text or send messages via social media.
Yes. Our Notary, Tax and bookkeeping services are insured.
Enrolled Agent Information – IRS

An Enrolled Agent, EA, status is the highest credential the IRS awards.