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 ensures you don’t miss our client cap.

We believe you should never be surprised by a tax bill. Hourly billing penalizes efficiency and makes budgeting impossible. By reviewing your situation upfront, we provide a guaranteed flat-fee quote before we start any work. You will know exactly what the investment is 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.

Every return we file includes Protection Plus at no extra cost to you. If the IRS or a state agency sends you a notice or initiates an audit, you are not alone. A dedicated team of experts will handle the correspondence, interpret the letters, and represent you to resolve the issue. It also includes assistance with identity theft restoration.

Yes. We utilize bank-level 256-bit encryption for all document transfers and storage. We do not use email for sensitive documents (like SSNs or tax forms) because email is not secure. Our portal ensures your private financial data stays private.