Our fees vary based on the forms and complexity of your tax situation. Simple tax returns may start at [insert base rate], while more intricate filings involving businesses, investments, or multiple income streams may require a customized quote. Upload your documents for a free tax preparation quote.

While online apps and similar platforms can work for simple returns, they often lack the personal guidance and expertise needed for more complex tax situations. Our firm combines cutting-edge technology with personalized support to help you: Maximize deductions and credits. Navigate unique or complex tax scenarios (e.g., self-employment, investments, or rental properties). Ensure full compliance with tax laws. Handle any IRS follow-ups or inquiries. With us, you’re not just another customer—you’re a client we genuinely care about.

Absolutely. We use encrypted platforms to protect your sensitive information and adhere to strict confidentiality standards. Your data is safe with us.

Not at all! While we’re happy to meet in person if you prefer, our process is designed to be fully remote. From consultations to document submissions and final reviews, everything can be handled online or over the phone.

We’ve designed our process to be user-friendly, and we’re here to guide you every step of the way. If you prefer, we can also assist you over the phone or via mail for certain steps.

Here’s a quick checklist:Identification (e.g., driver’s license)Social Security numbers for you and dependentsIncome statements (W-2s, 1099s, etc.)Last year’s tax returnReceipts for deductible expensesMortgage or property tax statementsInvestment or retirement account statementsWe’ll provide detailed instructions and reminders during the process.

Yes, we specialize in resolving tax issues. If you receive an IRS notice or are selected for an audit, we can provide expert guidance and representation to ensure the best outcome.