Frequently Asked Questions

We offer comprehensive tax preparation services including individual tax filing (W-2, 1099), self-employed and freelancer tax filing, small business taxes (LLC, S-Corp, partnerships), tax planning and advisory, IRS audit assistance, and quarterly estimated tax calculations.

Yes, we specialize in business tax returns for LLCs, S-Corporations, partnerships, and sole proprietorships. We handle profit and loss reviews, asset depreciation, business expense optimization, and multi-state filing requirements.

Absolutely. Our certified professionals provide full audit representation and support. We review IRS notices, prepare documentation, communicate with the IRS on your behalf, and develop strategies to resolve audit issues favorably.

Yes, we file both federal and state tax returns for all 50 states. We handle multi-state filings for individuals who work or own property in multiple states, ensuring compliance with each state's specific tax requirements.

Our pricing is transparent and based on complexity. Simple Filing (W-2 income) starts at $279, Self-Employed filing is $499, and Small Business returns range from $599-$1399. Final pricing depends on the complexity of your tax situation, number of forms, and additional services required.

No hidden fees, ever. The price we quote is the price you pay. All services, including e-filing, audit support, and basic tax planning advice, are included in our quoted price. Any additional services will be discussed and approved by you before we proceed.

Yes, we offer flexible payment options for our services. You can pay in full upfront or split payments into installments. Contact us to discuss a payment plan that works for your budget.

We guarantee to find every deduction and credit you're entitled to under the law. If we miss a deduction that results in a lower refund, we'll refund our service fee and amend your return at no additional cost. Your maximum refund is our priority.

Most returns are completed within 3-5 business days after we receive all necessary documents. Simple W-2 returns can often be completed within 24-48 hours. Complex business returns may take 7-10 business days. Rush service is available for an additional fee.

We recommend starting as soon as you receive all your tax documents (typically by mid-February). Early filing helps you get your refund faster and avoids the last-minute rush. However, we accept clients through the tax deadline and can file extensions if needed.

Yes, we can file a tax extension (Form 4868) which gives you until October 15th to file your return. Keep in mind that an extension to file is not an extension to pay—any taxes owed are still due by the April deadline to avoid penalties and interest.

If you e-file and choose direct deposit, the IRS typically issues refunds within 21 days. Paper checks take 4-6 weeks. We'll provide you with tracking information so you can monitor your refund status directly with the IRS.

Absolutely. We use bank-level 256-bit SSL encryption for all data transfers and storage. Our systems are compliant with IRS security standards and we never share your information with third parties. All staff members are bound by strict confidentiality agreements.

No, everything can be done remotely. You can securely upload your documents through our encrypted portal, and we'll communicate via phone, email, or video call. However, if you prefer an in-person consultation, we're happy to accommodate that as well.

For individuals: W-2s, 1099s, mortgage interest statements, property tax records, charitable donation receipts, and any other income or deduction documentation. For businesses: profit and loss statements, balance sheets, receipts for business expenses, and payroll records. We'll provide a personalized checklist after our initial consultation.

Yes, all our tax professionals are IRS-certified CPAs (Certified Public Accountants) or Enrolled Agents (EAs). Our team has an average of 10+ years of experience and participates in ongoing professional education to stay current with tax law changes.