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Find answers to common inquiries about our financial advisory services.
You’ll typically need your ID, Social Security numbers for you and your dependents, W-2s, 1099s, and any income or expense documents. Don’t worry—once you book, we’ll send you a full checklist so you don’t miss anything.
Most refunds are issued within 7–21 days after your return is accepted. Timing can vary depending on how you file and if there are any delays from the IRS.
Yes! We offer secure virtual tax filing with real-time support, so you can file from anywhere. You’ll be guided step-by-step just like an in-person appointment.
Pricing depends on the complexity of your return. We provide a free estimate before we start, so there are no surprises.
Absolutely. We specialize in helping clients catch up on prior-year taxes and get back in good standing with the IRS.
We’ve got you covered. We help with self-employment income, deductions, and maximizing your write-offs to keep more money in your pocket.