Turnaround time varies based on the complexity of your return and how quickly we receive your documents. Most individual returns are completed within 3-4 weeks after complete information is received during peak busy season. The earlier in the year you provide your information, the sooner we can prepare your return for your review.

All documents are uploaded through our encrypted client portal to ensure your personal information is always protected. We do not accept sensitive documents by email for security reasons.

Yes! Our entire process can be completed remotely—from intake to e-filing—so you can work with us from anywhere.

Absolutely. In addition to return preparation, we provide year-round tax planning and strategy to help minimize your tax liability and plan for the future.

Once your return is ready, we’ll notify you to review it through our secure portal. You can ask questions by email or schedule a video meeting if you’d like to go over details together.

After review, you’ll sign your electronic filing (e-file) authorization forms directly in our client portal. We’ll then submit your return electronically to the IRS and applicable state agencies.

Fees vary based on the complexity of your return. We’ll provide an estimate up front once we review your prior-year return and intake information—no surprises.

If you receive a tax notice related to a return we prepared, contact us right away. We’ll help you understand it and guide you through the next steps.

We kindly ask that clients avoid submitting paper documents whenever possible. In addition to keeping your information secure, going paperless helps us reduce waste and support a more environmentally friendly process.
If you ever need help using the portal, we’re happy to guide you through the upload process. Together, we can keep your information safe while doing our part for the environment.