Questions, answered.

Photo ID, Social Security cards for everyone on the return, all W-2s and 1099s, last year's return if you're new to us, and any documents for deductions or credits (mortgage interest, daycare, tuition, charitable giving, business expenses). If you're not sure, send what you have and we'll let you know what's missing.

Pricing depends on the forms your return requires. Simple federal + state returns start at a flat fee; small business and multi-state returns are quoted before any work begins. You'll always see the price before you sign.

Yes. Most clients file with us without ever coming in. You upload documents to our secure portal, we prepare the return, we meet by video to walk through it, and you e-sign. We e-file the same day in most cases.

When you e-file with direct deposit, the IRS typically issues refunds within 21 days. State refunds vary. We give you the IRS confirmation number so you can track it yourself, and we follow up if anything stalls.

Yes — Schedule C, single-member LLCs, partnerships (Form 1065), and S-corps (Form 1120-S). We also help with quarterly estimated payments so you're not surprised in April.

We file back returns going back as far as the IRS requires, work with you on any balance owed, and request penalty abatements where you qualify. Bring whatever records you have; we'll request transcripts for the rest.

Year-round. Audits, notices, amendments, quarterly estimates, and bookkeeping don't stop after April 15 — and neither do we.

Power of attorney, wills and trusts, real estate documents, affidavits, and acknowledgements. Bring valid government-issued photo ID and your unsigned documents — we'll witness the signing and apply the seal.

Yes. We use an encrypted client portal for document exchange, IRS-compliant data handling, and never email sensitive documents. Physical files are stored locked and shredded after the retention window.

We focus on accurate filing and direct deposit, which is the fastest legitimate way to get your refund. We can talk through bank product options if your situation calls for one.