Frequently Asked Questions

What types of tax returns do you prepare?

We prepare individual tax returns (1040), self-employment returns (Schedule C), rental property returns (Schedule E), small business returns (S-Corp, Partnership, LLC), and multi-state returns. If you're unsure whether we can handle your situation, reach out—we're happy to discuss your needs. Learn more about our tax services.

How does the remote process work?

Our virtual process is simple:

1. Contact us through our online form or email
2. We'll send you a secure link to upload your tax documents
3. Our team reviews your documents and prepares your return
4. We'll send you a draft to review and approve
5. Once approved, we e-file your return and send you copies

The entire process is done securely online—no need to mail anything or visit an office.

How long does it take to complete my return?

Most returns are completed within 3–5 business days after we receive all your documents. During peak tax season (February–April), it may take up to 7 days. Need it faster? Let us know—we offer rush service for an additional fee.

When do I need to pay?

Payment is due before we file your return. We accept credit cards, debit cards, and ACH bank transfers. You'll receive an invoice once your return is ready for review, and we'll file as soon as payment is processed.

Is my information secure?

Absolutely. We use bank-level encryption for all uploads and communications. Your documents are stored securely and never shared with third parties. We're fully compliant with IRS security standards (EFIN/PTIN authorized).

Can you help with past tax years?

Yes! We can prepare prior year returns and amendments. Pricing varies depending on the complexity and how far back we need to go. Contact us with your situation, and we'll provide a quote.

Do you offer refund advances or bank products?

Yes, we partner with banks that offer refund advances and same-day refund options. These products are subject to approval and may have associated fees. Ask us about options when you contact us.

Can I get help after my return is filed?

Of course. We're here for you year-round. If you have questions about your return, receive an IRS notice, or need advice about estimated taxes, just reach out. We offer ongoing support to all our clients. Check out our tax planning services for year-round guidance.