Frequently Asked
Questions, answered clearly
Everything you need to know before booking your consultation. Don't see your question? Reach out and we'll answer it directly.
Typically your prior-year return, W-2s or 1099s, mortgage or student loan interest statements, and any records of business income and expenses. After you book a consultation, we'll send a personalized checklist for your exact situation.
Most individual returns are completed within 5 business days of receiving complete documentation. Business returns typically take 7 to 10 business days depending on complexity.
Not at all. We're a fully virtual firm — our secure client portal lets you upload documents, review your return, and e-sign everything from anywhere.
All documents are transmitted and stored through an encrypted, bank-level secure client portal. We never email sensitive documents and follow strict data retention and access-control policies.
We offer audit and IRS notice support for any return we prepare, helping you understand the notice and respond correctly.
Yes. We regularly help clients catch up on unfiled prior-year returns with no judgment, just a clear plan to get current.
Yes. We serve clients virtually in all 50 states and are equipped to prepare multi-state returns for anyone who has moved or works across state lines.