Getting started is simple. Just book an appointment or submit your intake form and we’ll be in touch regarding the next steps.
No problem. We’ll work with what you have and advise on requesting prior-year transcripts if necessary. Prior-year transcripts can be obtained by logging into your IRS Individual Online Account and signing in with ID.me. From there, select the transcript type and download.
Yes. W-2s, 1099-NEC, 1099-K, platform payouts, sponsorships, tips, merch, affiliate income, and more.
Pricing depends on complexity of your return – W-2 only returns are usually quick and affordable, while multi-state, gig work, investments, or prior-year catch-up may require more forms and time. You’ll always receive a clear quote before we begin.
Starting in 2026, we will be able to take our tax preparation fee from your refund.
Yes. Every return includes Protection Plus, a $1 Million Tax Protection plan that provides audit assistance, identity theft restoration and help responding to IRS or state notices. The service is offered through Protection Plus, a third-party entity.
A simple spreadsheet or notes with categories and totals (e.g., “camera gear $1,250,” “editing software $240,” “mileage 3,100”). We’ll help you categorize.
Yes, encrypted transfer/storage, least-access permissions, and e-sign.
Often, yes,depends on complexity and document readiness. Tell us your deadline in the intake.
If something changes (a late form, missed deduction), send it,most minor edits are quick. Material changes may affect price/timeline; we’ll confirm first.
Once tax returns are submitted, they cannot be revised but have to be reprocessed and amended. This is equivalent to doing the whole tax return over again and you will be assessed a charge. If an error is caught prior to the return being filed, corrections will be made at no cost.
Yes — we specialize in quick, affordable W-2-only returns. If you have one or two jobs and no extra income, we’ll get you filed fast with no fluff.
Most people take the standard deduction, but we’ll compare both options to see which gives you the biggest refund. We explain it in plain English, so you feel confident.
Absolutely. We handle multi-state returns for movers, remote workers, and anyone with income in more than one state. We’ll flag any state-specific rules and make sure you’re covered.*
Yes — we work with Form 1098-T, student loan interest, and education credits like the American Opportunity and Lifetime Learning Credit. We’ll help you claim what you qualify for.
Yes. If you had Marketplace coverage (Form 1095-A), we’ll reconcile your Premium Tax Credit using Form 8962. We also help with other health coverage forms and IRS letters related to insurance.
Yes — we prepare returns for retirees with Social Security, pensions, IRAs, and investment income. We’ll help you understand what’s taxable and what’s not.
Yes. If we prepared your return, we’ll help you understand the notice and guide you on the next steps. Every return we prepare in 2026 and forward, also includes Protection Plus, a third-party, $1 Million Tax Protection plan that provides audit assistance and support responding to IRS or state letters.
If the notice is for a return we did not prepare, we can review your return and possibly suggest an amended return, if applicable, or we can refer you to a trusted partner for assistance.
Yes. Home sales may trigger capital gains reporting, and purchases can affect your deductions. We’ll walk you through what documents you need and how it impacts your return.
We can help you request missing forms or reconstruct income using pay stubs, bank records, or prior returns. Don’t panic, we’ll guide you through it.
1099-NEC/1099-K forms (if issued), income records, expense receipts or summaries, bank statements, and home office or vehicle details if applicable.
No worries , we’ll help you reconstruct records using payment platforms, bank statements, and reasonable estimates where documentation is incomplete.
No worries , we’ll help you reconstruct records using payment platforms, bank statements, and reasonable estimates where documentation is incomplete.
Absolutely , we often prepare both to ensure your income and deductions align and you don’t miss opportunities for savings.
Yes , we offer bookkeeping cleanup and year-end reconciliation so your tax filing is smooth and accurate.
Yes , we can draft responses and handle direct correspondence with the IRS or state tax agencies if authorized.
If we make an error, we’ll correct it at no cost. Refunds are reviewed case-by-case for work not completed as agreed.
We guarantee accuracy and compliance. We do not guarantee a specific outcome, and we do not control when the IRS issues refunds, processes payments, issues PIN numbers, responds to notices, responds to appeals or answers their phone.
