Frequently Asked Questions

How soon can I book an appointment?

You can book your appointment [here]as soon as you have all your documents.

What is the easiest way to file?

Taxes are important, but they should not rule your life. Our firm added elite systems in place allowing us to file your taxes safely & securely without having you step foot outside your door. You can also download all tax documents from any device, including your smartphone.

Peace of mind is important. Is remotely filing taxes safe?

We incorporated a process to have you to set up a profile within our very own secure portal. This allows you to upload documents, check status updates, & sign forms with the utmost security - keeping your personal information extremely gaurded and safe.

How do I request an in-office appointment?

We exclusively file returns remotely and do not offer in-office appointments at this time.

What documents do I need to provide?

Great question! That all depends on what income you've received throughout the year. View our checklist for more information.

How much is it to file?

Rates vary per individual. Please refer to our price list. Overall, we make certain each service provided is explained upon your appointment.

Why go to a professional to file my taxes?

We specialize in maximixing the tax savings for every client. With our tenure, knowledge and experience we strive to go above and beyond helping our clients understand their tax situation.

How do I file an extension?

We are happy to file your extension. Please email us here to request an extension.

What payments do you accept?

We accept Venmo & PayPal.

What type of business taxes do you file?

We are currently only servicing sole proprietors & single member LLCs. However, we do provide services to those with already prepared K1(s) from other entities.

How do I cancel or reschedule my appointment?

You can easily self cancel or reschedule your appt. Deadline to do so is 1 week prior to your appointment. Here's how to do it:

1. Search your inbox for your appointment confirmation email. The subject will be "New Appointment"
2. Scroll to the bottom and Select "Change/Cancel Appointment"
3. Choose the date and time

Also, please review our rescheduling / cancellation policy at the end of your New Appointment Email. Additional charges may apply.

I'm a new client and this is my first time doing taxes virtually. How will I meet and communicate with my tax preparer?

First, welcome to our firm! We accept new clients on a referral basis. Our staff and tax preparers will e-greet via email, phone or text message. If you agree to receive text messages from us, you agree to and understand the following:

1. Your wireless service carrier’s standard text message and data rates may apply
2. You agree that we may communicate with you by automated SMS, MMS, text message or other electronic means to your mobile device
3. Full SMS disclosure can be view under Terms & Conditions