Frequently Asked Questions
You should bring W-2s, 1099s, identification, prior year tax return, and any records of deductions such as mortgage interest, medical expenses, or charitable donations.
Yes, we e-file all returns for faster processing and quicker refunds.
In most cases, tax preparation can be completed in one session if all documents are available.
Most refunds are issued within 7–21 days after IRS acceptance if filed electronically with direct deposit.
Pricing varies depending on the complexity of your return. We’ll provide a clear estimate upfront.
Yes. We specialize in helping clients get back on track by filing past-due returns.
We can assist with setting up payment plans or exploring resolution options.
Yes. We handle individual, sole proprietorship, partnership, LLC, and corporate tax returns.
We provide both. Tax planning can help you reduce liabilities in the future.
Absolutely. We review every eligible deduction and credit to minimize your tax burden.
Yes, we offer bookkeeping to help small businesses stay organized year-round.
Yes, we represent clients before the IRS and assist with audits, notices, or letters.
Yes, all client information is secure and confidential per federal privacy regulations.
Yes, you can drop off or upload your documents online, and we’ll contact you once your return is ready.
Yes, we offer secure online services so you can file from anywhere.
A credit reduces your tax liability dollar for dollar, while a deduction reduces taxable income.
Yes, we prepare and file state tax returns for all U.S. states.
We’ll evaluate your income and advise whether quarterly estimated payments are required.
We can help file an amended return to correct errors or omissions.
We’re available year-round for tax questions, planning, and IRS assistance.
Yes, we specialize in self-employed individuals, including freelancers, gig workers, and contractors.
Yes, we can prepare taxes that include real estate income, expenses, and depreciation.
Yes, we ensure you qualify and properly claim available credits.
We handle multi-state tax filings and ensure compliance with all applicable laws.
We provide personalized guidance, maximize deductions, ensure compliance, and represent you in case of IRS issues—things most online software cannot do.