Frequently Asked Questions

Please bring:

• All W-2 forms from your employers
• 1099 forms (for contractors, freelancers, or self-employed)
• Social Security cards for you and your dependents
• Photo ID (driver's license or passport)
• Previous year's tax return (if available)
• Bank account information for direct deposit

Most tax returns are completed within 1-3 business days after your appointment, depending on the complexity of your return. Simple W-2 only returns can often be done same-day, while more complex returns with multiple income sources, self-employment, or itemized deductions may take a bit longer. We'll give you an estimated timeline during your consultation.

We recommend scheduling an appointment to ensure we have dedicated time set aside for you. However, feel free to contact us and we can often accommodate walk-ins based on availability. Booking an appointment guarantees your spot and allows us to prepare any necessary documents ahead of time.

Our pricing is based on the refund amount you receive:

• $3,000+ refund = $600 fee
• $5,000+ refund = $1,200 fee
• $7,000+ refund = $1,500 fee

This means you only pay when we help you get a great return. The more we save you, the more you get back!

We accept cash, credit/debit cards, and can arrange payment from your tax refund. Payment is due at the time of filing.

No problem! Our pricing structure still applies - we charge based on the complexity of your return, not the outcome. We'll work with you to set up a payment plan with the IRS if needed, and can discuss strategies for next year to minimize your tax liability.

Once your return is filed and accepted by the IRS, most refunds are issued within 7-21 days for direct deposit. Paper checks can take 4-6 weeks. We can track your refund status for you and keep you updated throughout the process.

Yes! We can arrange to have our fee deducted directly from your tax refund, so you don't need to pay anything out of pocket upfront.

No problem! Just let us know before your return is filed and we can update your banking information. Once filed, changes must be made through the IRS using Form 1040-X (amended return).

Absolutely! We specialize in working with self-employed individuals, freelancers, independent contractors, and small business owners. We can help with Schedule C, business expenses, home office deductions, vehicle expenses, and quarterly estimated tax payments.

Don't worry! You're still required to report all income even without a 1099. Bring whatever documentation you have (invoices, payment records, contracts) and we'll help you calculate and report your income properly.

If you're self-employed, you're required to pay estimated taxes quarterly to avoid penalties. We can help you calculate these payments and set up a system to stay on track throughout the year. This service is included in our self-employed packages.

Yes! We take security very seriously. All your documents and information are stored securely using encrypted systems. We're also IRS-approved tax preparers and follow strict data protection protocols. Your information is never shared with third parties.

Yes, we are IRS-approved tax preparers with the proper credentials and continuing education to prepare federal and state tax returns.

Yes! We can prepare and file prior year returns going back up to 3 years. Whether you missed filing last year or need to go back further, we can help get you compliant and potentially recover any refunds you're owed.

You may need to amend if you received additional W-2s or 1099s after filing, discovered deductions you missed, had a change in filing status, or the IRS sent you a notice about your return. We'll review your situation and help you determine if an amendment is necessary using Form 1040-X.