Questions, answered plainly.

You send an inquiry, get onboarding instructions, upload your documents to our secure client portal, review your completed return with us, and sign your e-file authorization electronically. No office visits needed.

No. We work with clients online across the U.S. We prepare federal returns and state returns for any state you need.

Yes. You’ll work directly with your preparer, not a call center. Phone or video calls can be scheduled when it’s easier to talk something through.

It depends on your situation. Most people need a photo ID, last year’s return, and their income forms (W-2s, 1099s). Business owners also need income and expense records. The How It Works page has a general list, and we’ll let you know if anything is missing.

Only through the secure client portal. It’s encrypted and built for exactly this.

Please don’t email or text tax documents, and never put Social Security numbers, account numbers, or tax forms into the website contact form.

Regular email isn’t a safe place for Social Security numbers and financial details. Using the portal protects you from your information sitting in inboxes where it could be exposed.

We follow a written information security plan, use a secure portal for all documents, and limit access to client files. You can read more in our Privacy Policy.

Every return has a starting fee, which we’ll share when you inquire. Your final fee depends on the forms and schedules your return ends up needing, so it’s confirmed once your return is complete. You’ll see it during your review, before you sign or anything is filed.

Because it depends on what turns up in your documents: a 1099 you forgot about, a home sale, a pile of business expenses. We’d rather give you an honest starting point than a guess that changes later.

Most returns are ready for review within about a week of receiving complete documents. Timing can stretch closer to the April deadline, so earlier is always better.

Reach out as soon as you can. If your return can’t be finished in time, an extension gives you more time to file (not more time to pay). We’ll walk you through it.

No one honestly can. Your refund or balance due is based on your real tax situation. What we can promise is a careful return that claims what you’re entitled to.

Welcome back. Log in to the client portal and upload this year’s documents. We’ll let you know if anything looks different from last year.

By email, text, or a scheduled phone or video call, whichever works best for you. Documents and sensitive details only go through the secure portal, never by email or text.

We aim to reply within 1 business day. During peak season it may take a little longer, and we’ll keep you posted.

Yes. Clients can reach out year-round, whether it’s an IRS letter, a question about estimated payments, or a life change that affects next year’s taxes.