Questions, answered.
Everything you need to know before we file together.
Government issued ID, Social Security cards for you and dependents, W2s, 1099s, mortgage/interest statements, childcare provider info, and any deduction receipts. If you're a business owner, bring your P&L, expenses, and prior return.
The IRS typically issues refunds within 21 days of accepting an e-filed return. Timing may vary based on credits claimed (EITC/ACTC), verification requirements, or IRS backlog.
Yes. Qualified filers can access refund advances shortly after their return is accepted, subject to bank product approval and program limits.
Absolutely. Schedule C, 1099 NEC, LLCs, and side hustles are a specialty. We'll capture every eligible business expense and deduction.
Yes. We assist with IRS notices, back tax filings, payment plan setup, and general resolution strategy.
100%. Upload your documents securely, e-sign remotely, and we handle everything from consultation to submission, from anywhere.
Yes. We serve clients nationwide and prepare federal and state returns for any state in the U.S.
We review your income, dependents, education, and life events to determine eligibility for credits like EITC, Child Tax Credit, Education, and Saver's Credit.
If it's discovered before filing, we simply add it. If your return is already filed, we can prepare an amended return (Form 1040 X) to reflect the update.
The federal deadline is typically April 15. If it falls on a weekend or holiday, it moves to the next business day. Extensions push the deadline to October 15 (though taxes owed are still due in April).