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

For individual returns, you'll need: 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, business expense documentation, mileage logs (if applicable), and home office expense records (if 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, as penalties and interest continue to accrue.

Yes! Our primary service model is 100% virtual. You can securely upload your documents through our encrypted client portal, and we can conduct your consultation via video call or phone—whatever works best for you. All meetings, onboarding, and filings are conducted virtually for clients nationwide. For select clients in Florida and Georgia, in-person consultations are available by recommendation only.

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