Your Questions, Answered

  • Most clients will need:

    • A valid photo ID (two forms)

    • Social Security numbers for yourself and any dependents

    • Income documents (W-2s, 1099s, etc.)

    If you’re self-employed, you’ll also need:

    • An income and expense summary

    • Business receipts or records (digital or paper)

  • Yes. Our services are fully virtual for your convenience. All documents are uploaded securely, and communication is handled electronically.

  • Your privacy is a top priority. All documents are submitted through a secure portal, and your personal information is handled with confidentiality and care.

  • Yes. We assist with prior-year and late tax filings. Please note that additional documentation and processing time may be required.

  • Pricing varies based on the complexity of your return and the type of income being filed. A quote will be provided after reviewing your documents so there are no surprises.

  • At this time, payment is deducted from your refund.

  • No problem — we believe in transparency. We’re happy to explain your return, deductions, and credits in plain language before filing.

  • Yes. We can prepare and file returns for multiple states, depending on your income sources.

  • Once filed, you’ll receive confirmation of submission. Refund timing is determined by the IRS and your state and typically takes up to 21 days for e-filed returns, though timing may vary.

  • Refund amounts are determined by the IRS and state tax agencies. While we cannot guarantee a specific refund, we ensure your return is prepared accurately and in compliance with current tax regulations.