What We Do

HOW DO OUR PROCESSES WORK?

 

IF completing tax return:

  • We prepare your personal income tax return from our remote office location. If you are meeting in person please confirm with your tax partner.

  • Most in person tax returns normally take about 20-40 minutes to complete given all supporting documents have been received (less time for simple returns and a little more time for first time clients with complex returns).

  • Upon completion, you will be provided with an electronic copy of your tax return that you will e-sign once reviewed.

  • All information can be provided virtually in your secure portal.

  • You will be provided with a copy of your tax return by e-mail. Hard copy by U.S. Mail will incur an additional $25 fee certified mailed to you.

From our office we complete final processing and transmit your tax return to the IRS and/or State Tax.

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Question: How Do I Pay my fee?

*We accept payment for services by cash, credit/debit card, ACH directly from checking account, however, most returns will be deducted from your refund so no fee is required upfront. If using our Refund Advantage bank products Loans up to $9,000 (certain bank product fees DO apply that do not come to us).

We will meet with some local clients face-to-face.

Question: How much are the fees to file my taxes?

*Return prices can vary depending on your tax situation from average to complexity. Fees can vary anywhere from $189-$850

Advantages of meeting with you virtually:

  • Your tax return is completed in the comfort of your own home or personal space.

  • You don’t have to worry about forgetting documentation at home for your tax appointment – you are already there.

  • You don’t have to travel anywhere.

  • You don’t have to worry about getting child care while you are getting your taxes prepared .

  • You can easily upload required documents yourself on our secure client portal software.