Typically: government-issued photo ID, Social Security cards for all family members, all W-2 and 1099 forms, records of additional income, proof of deductions (mortgage interest, charitable donations, medical expenses), and bank account info for direct deposit. We'll provide a personalized checklist after your consultation.

Most individual returns are completed within 1–3 business days once we have all documents. Business and complex returns may take 5–7 business days. During peak season (February–April), we recommend booking early to ensure timely completion.

Fees are based on the complexity of your return, not your refund amount. We provide a clear fee estimate before beginning any work — no hidden charges or surprises. Contact us for a free consultation and personalized quote.

Absolutely. We specialize in helping clients get back into compliance with unfiled returns. We'll gather records, prepare all outstanding returns, and help negotiate with the IRS if necessary. The sooner you address this, the better — penalties continue to accumulate.

Yes! We offer both in-person and virtual preparation. For virtual clients, you upload documents through our secure portal and we review your return via video conference. Professional tax preparation is accessible regardless of your location.

We stand behind every return we prepare. If you receive an IRS inquiry or audit notice on a return we filed, we will assist you through the process and help respond to the IRS. We maintain detailed records of all returns and are here to support you fully.