Common Questions & Answers

It is designed for efficiency and security. First, you create your secure account. Second, you upload your tax documents (W-2s, 1099s, etc.) directly to our encrypted portal. We then prepare your return, reviewing it for every possible deduction. Finally, you receive a video walkthrough of your results, sign electronically, and we file for you.

No, an appointment is not required to start or finish your return. Most clients prefer our asynchronous process because it saves them hours of travel and meeting time. However, if you have specific concerns, you can always book a consultation call to speak with a pro.

That is completely fine. We recommend creating your portal account now to reserve your spot in our queue. You can upload documents as they arrive. We will not begin the formal preparation until you confirm your file is complete, but getting into the system early helps us place you in the preparation queue.

Tax preparation is quoted before work begins, and bookkeeping is scoped as a monthly service or cleanup project. Financial-education sessions may be billed hourly; the rate and expected scope are disclosed before any paid time. You will know the pricing approach before you commit.

We send the invoice only after we have reviewed your documents and provided your quote, but before we release the final draft of the tax return. This ensures we are aligned on the scope of work before we finalize your filing.

Yes. Our comprehensive business and personal packages typically include your federal return and one state return. If you have a complex multi-state situation (e.g., rental properties in different states or remote employees), we will include any additional state filing fees in your upfront quote.

Absolutely. This is our specialty. We work primarily with “hybrid” earners—business owners, consultants, and creatives who juggle employment income with self-employment revenue. We ensure your business expenses are categorized correctly to lower your overall tax liability.

Protection Plus coverage is included with eligible returns at no separate add-on charge. Depending on the matter and the program terms, support may include help responding to qualifying notices or audits and tax-related identity-theft assistance. The Protection Plus coverage terms govern eligibility and scope.

We use a secure client portal and reputable service providers for document transfer and storage. Do not send SSNs, tax forms, or other sensitive records through regular email or the public contact form. No online system can guarantee perfect security, so access is limited and sensitive documents belong in the portal.