Bring your photo ID, Social Security cards, all W-2s/1099s, and proof of deductions such as childcare, education, or business expenses.

Upload them securely through our client portal, email your preparer, or schedule an in-person or virtual appointment.

Most refunds arrive within 7–21 days of e-filing. We’ll keep you updated with your IRS refund status.

Yes! We serve clients nationwide and can file both federal and state returns remotely.

Fees vary by complexity. We offer free estimates, and qualifying clients can have fees deducted from their refund.

Provide 1099s, invoices, receipts, bank statements, and records of income and expenses to verify business activity.

You’ll need a valid photo ID (driver’s license, passport, or state ID) and Social Security card or ITIN letter.

Submit a lease, mortgage, or utility bill for your address, plus marriage or divorce documents if your status changed.

Provide birth certificates, Social Security cards, school or medical records, and proof of shared address or support.

We can help set up payment plans or review hardship options to keep you in compliance and reduce penalties.

We don’t just file taxes — we educate and empower clients through financial coaching, business setup, and year-round support.

Book online, call us, or email us. We’ll confirm your appointment and guide you through the process.