Bring your photo ID, Social Security cards (or ITIN letters) for you and any dependents, all income documents (W-2s, 1099s, retirement income, unemployment), last year’s tax return if available, and any documents related to deductions or credits (childcare expenses, education, mortgage interest, charitable giving, medical expenses, etc.). After you book, we’ll email you a simple checklist.

Yes. We can prepare your taxes 100% remotely. You’ll securely upload your documents, meet with a tax specialist over phone or video, review your return digitally, and e-sign before we e-file with the IRS and state.

Pricing depends on the complexity of your return, but we’ll give you a clear estimate before we start. Basic individual returns are usually at the lower end, while self-employed, rental property, and multi-state returns are more complex. Your initial consultation is always free.

Most individual tax appointments take 30–60 minutes. Self-employed or small business returns can take longer depending on the number of documents and accounts. If anything is missing, we’ll let you know exactly what we need and how to send it.

Most electronically filed returns with direct deposit are processed by the IRS in about 10–21 days, but times can vary. After we file, we’ll send you your IRS acceptance notice and the link to the official “Where’s My Refund?” tool so you can track it at any time.

Absolutely. We can review prior-year returns, identify missed credits or deductions, and help you file amended returns if it makes sense. We also assist with IRS letters and notices so you don’t have to navigate them alone.