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frequently asked questions

Have a question? We have an answer.

When will I hear from a tax preparer?
Within 24 hours someone from our team will connect with you. They will discuss any additional information needed and update you on the status of your return.
How do I get started?
You can schedule a quick discovery call or download our mobile app.
What does your process look like?
We have a 3 step process. 1. Schedule a quick discovery call. 2. Download our mobile app and upload your documents. 3. We will schedule a tax return review call with you to discuss your return.
What Documents will I need to provide?
All tax documents you have received for the year in which you are filing; such as W-2’s, 1099’s, 1098’s, Unemployment, Small business profit and loss statement etc. If you need an extensive list, please schedule a quick discovery call.
How do I pay for your tax preparation services?
You have two options, one you can pay out of pocket and secondly you can pay from your refund. We will discuss your options during our tax return review call.
What if I don’t have all of my income and expenses together for my business?
The IRS requires you to keep accurate records of your income and expenses for your business, to help, we do provide our clients with a profit and loss sheet.