FAQ
Want a quick refund number before you talk to a pro? Run the estimator — then we can help you file accurately and maximize credits.
Here are answers to some of the most common questions we hear from clients. If you don’t see your question here, just reach out — we’re happy to help.
Bring (or securely upload) your W‑2s, 1099s, identification, Social Security cards for you and your dependents, prior‑year tax returns, and any documents related to income, deductions, or credits (such as mortgage interest, childcare expenses, education costs, medical expenses, or charitable donations).
Yes. We regularly work with independent contractors, gig workers, small businesses, and LLCs. We help organize income and expenses, clarify what is deductible, and make sure your return reflects accurate, defensible numbers.
Absolutely. If you have unfiled years or believe a past return was done incorrectly, we can prepare the missing returns and file amendments where appropriate. This can help you claim missed refunds or correct issues before they turn into bigger problems.
For most e‑filed federal returns with direct deposit, the IRS issues refunds within about 21 days, though some returns take longer. You can track the status any time on our Check My Refund page.
Yes. You can choose in‑person, remote video, or phone‑only appointments. Documents can be uploaded securely online so you don’t have to visit the office if that’s not convenient.
Pricing depends on the complexity of your return (number of forms, schedules, states, and business activity). We’ll give you a clear estimate up front before any work is done, so there are no surprises.
You can request a tax refund estimate, book directly on our Book Appointment page, or simply contact us and we’ll help you choose the best option for your situation.