Frequently Asked Questions
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We offer a wide range of tax and financial services for individuals, families, and businesses, including tax preparation, bookkeeping, tax resolution, and more. Check out our Services page for a complete list of everything we offer.
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Check out our list of documents you may need to prepare for your tax appointment at the bottom of this page.
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We welcome both walk-ins and appointments. However, we recommend scheduling an appointment so we can set aside dedicated time to focus on you, your unique situation, and your return.
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We use a form-based pricing structure, so your fee depends on your individual tax situation and the forms required. Basic W-2 returns start at $250, while Schedule C returns start at $400. We also offer free estimates, so you’ll know what to expect before we begin.
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We set aside 1.5 hours for each appointment to make sure we have plenty of time to understand your situation and prepare your return properly. Some returns may take less time, while more complex situations may require additional time.
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Absolutely! Our services go beyond tax preparation. We assist with a wide range of tax issues, including Offers in Compromise, audits, back taxes, and other IRS resolutions.
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Yes! We prepare tax returns for individuals and businesses of all kinds—from dependents and W-2 employees to self-employed individuals and small and large businesses.
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Don’t worry—we can help you get caught up. We assist with back taxes and unfiled returns. For returns that are three or more tax years behind, a minimum $1,000 deposit is required upfront.
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Yes! We offer convenient virtual tax preparation by phone, so you can work with us from wherever you are.
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Refund times vary depending on the IRS, your state, and how your return is filed. The IRS generally asks taxpayers to allow at least 21 days for processing, while state processing times can vary and may take longer.
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Yes! We offer year-round tax planning through our partner, DrKnowItAli, our in-house financial and tax advisor. This allows us to help you plan ahead—not just prepare your taxes after the year is over.