FAQs

Knowing your tax history allows us to better serve you for the coming year’s tax return. To get the process started, we will need a copy of the last two years’ federal and state tax returns.

There are several ways we can receive your tax information. You are welcome to provide us all of your documentation via email, physical mail, or in person.

Completing the tax organizers that we send out every year are always the preferred method of information delivery. Not only will they keep everything organized, but they also serve as a checklist for you to make sure you have included all necessary documentation for us to complete your tax return.

Yes. We strongly encourage all of our clients to include all 1099 and W-2 forms with their tax organizer. Copies of these documents are acceptable. In addition, we ask that you include your property tax statement as well.

In many situations, no. While we always enjoy meeting our clients in a face-to-face setting, we find that in most situations it is not necessary. We actually find that many clients enjoy using our services and never having to do more than shoot a couple emails or have a quick phone call. For these reasons, we do not require in-office meetings to complete your tax work.

Our firm accepts multiple forms of payment including Cash, Check, and Credit Card (Amex, Visa, MC, Discover). Payment for services is always due prior to filing unless an arrangement has been made in advance.

95% of our returns are completed within 3 business days of receiving all necessary documentation to complete the return.

Yes. As of 2008, all tax preparers preparing more than 10 returns are required to file all returns electronically, unless requested otherwise by the taxpayer. This means that we file all returns electronically except those that legally require a paper filing (ex. amended or foreign returns).