Expert Virtual Tax Preparation Services

Most individual tax returns can be completed within 1–2 business days after we receive all necessary documentation. More complex business returns may take 3–5 business days. We prioritize accuracy over speed to ensure your return is filed correctly.

Use the File Now button in the menu to open our 2026 Tax Client Intake. Complete the short intake, sign your engagement letter, then send your paperwork through the secure document upload. We confirm receipt within 24 business hours and send your fee quote before any work begins.

Your fee depends on the complexity of your return — the forms and schedules required, your income sources, and the number of states filed. We confirm the amount in writing before any preparation work begins, so you always know the cost up front. We do not publish fixed pricing because no two returns are the same.

Cash-paying clients pay a 50% deposit before preparation begins, and the remaining 50% is due before your return is submitted. Full payment is required prior to submission unless you qualify for and select a bank product we offer. We will not transmit a return while a balance is outstanding.

Yes, for clients who qualify. Refund transfers, cash advances, and other pay-later options are bank products provided by a third-party partner. Approval, eligibility, funding amounts, and timing are decided by the bank, not by us.

These products carry additional fees charged by the bank, separate from and on top of our tax preparation fee. We disclose those fees to you before you accept the product. If a bank product is declined or you decide not to use one, the standard terms apply and full payment is due before submission.

Our fee is earned for preparing your return and is not tied to whether a refund arrives or how large it is. If your refund is reduced, offset, garnished, delayed, or denied — for past-due tax, child support, student loans, other government debts, or an IRS review — you remain responsible for the full preparation fee, and any unpaid balance becomes due immediately by another payment method.

This applies equally where the fee was originally going to be deducted from your refund through a bank product.

Either of us can end the engagement in writing at any time. If you cancel after preparation has started, you will be billed for the work completed to that date, and any deposit paid is applied against it. Deposits are non-refundable once preparation has begun.

If your return cannot be finished by the deadline, we will file an extension where appropriate. An extension extends the time to file, not the time to pay — any tax owed is still due by the original deadline. Fees for work already performed remain due whether or not the return is ultimately completed. Full terms are in your engagement letter.

For individual returns: W-2 forms from all employers, 1099 forms (interest, dividends, self-employment income), records of deductible expenses (mortgage interest, property taxes, charitable donations), health insurance documentation (Form 1095-A if applicable), and your prior year tax return. For business returns you’ll also need business income records and receipts, expense documentation, mileage logs, and home office expense records where applicable.

Yes! While tax season runs from January through April, we offer tax planning, consultation, and prior year return preparation services year-round. We’re here to support your financial peace throughout the entire year.

Absolutely. We specialize in helping clients who have unfiled returns from previous years. We’ll work with you to gather the necessary documentation, prepare the returns, and file them with the IRS. The sooner you address unfiled returns, the better.

Yes. Start with our Tax Amendment Survey. If the IRS has already sent you a notice, use the IRS Frivolous Return / Amendment Form instead so we can respond within the deadline on your letter.

Once we e-file your return, we’ll provide confirmation and tracking information. You can also use the IRS “Where’s My Refund?” tool. We monitor the status of all filed returns and will notify you immediately if there are any issues or when your refund is approved.

We’ll discuss payment options with you and help you understand your choices, including setting up a payment plan with the IRS if needed. Note that our preparation fee is separate from any tax you owe, and remains payable under the standard terms whether your return results in a refund or a balance due.