FAQ
- Individual returns are prepared within a week of receiving all required
documents. - Business returns are generally prepared within two weeks of receiving
complete documentation. We may need additional time to work on your tax return than originally estimated if we identify an area that will affect your tax liability.
For individuals:
- A copy of your prior year tax return
- Forms such as W-2s, 1099s, 1098s, and any Schedules K-1
For businesses:
- A copy of your prior year business tax return
- Bank statements for the full year
- Any additional documentation showing income and expenses
We accept:
- PDF, Word (.doc/.docx), Excel (.xls/.xlsx)
- QuickBooks files
- Scanned images (.jpg, .png, .gif)
You can email your tax documents directly to. We will ensure your files are handled with the utmost security and confidentiality.
Most refunds are processed by the IRS within 21 days of receiving your return, but this may vary based on your specific situation and how you file.
- Individual Returns: We’ll review your current-year tax documents and provide a personalized quote.
- Business Returns: Please send your prior-year business return. Once reviewed, we’ll contact you within 24 hours with a quote.
All tax returns are delivered electronically.
We retain your tax records for three years. If you’re audited, we offer support services that are billed at an hourly rate.
We are flexible and can schedule calls that accommodate your time zone. You can also use WhatsApp to contact us or request a call back.