FAQ
Our tax preparation services start at $300, with final fees varying based on:
-The complexity of your return.
-The condition of your records.
-The level of correspondence needed to complete your file
We pride ourselves on providing professional expertise and an easy-to-use platform. If cost is your main concern, we may not be the best fit. However, if you value quality service at a fair price, we’re confident you’ll find working with us worthwhile. We also offer year-round tax planning services at a reduced cost when bundled with tax preparation as part of our Plan packages.
Getting Started
-Sign a service contract.
-Complete an easy-to-use organizer questionnaire.
-Upload your documents via our secure portal (accessible on desktop or mobile).
-Mobile app download links:
Google Play
App Store
Preparation & Review
Once we have your completed organizer and documents, we’ll process your return and conduct internal reviews.
Processing time depends on our workflow and the completeness of the information provided. Submitting your documents early helps us complete your return more efficiently. As we approach tax deadlines, processing times may extend beyond two weeks due to higher demand, so timely submission ensures a smooth and timely filing.
We’ll provide a personalized video summary of your return for you to review.
Finalization & Filing
After addressing any remaining questions, we’ll collect signatures and fees, then e-file your return.
An Enrolled Agent (EA) is a tax professional who has earned the privilege of representing taxpayers before the IRS. EAs are unrestricted in the types of tax matters they can handle, and they have unlimited practice rights, meaning they can represent clients for any tax issue. To become an EA, individuals must pass a comprehensive three-part IRS exam covering both individual and business tax returns, adhere to ethical standards, and complete 72 hours of continuing education every three years.
While CPAs may focus on a broad range of services, such as financial statements, audits, and business accounts, most EAs specialize in tax law, making them highly knowledgeable in tax preparation and planning. If you choose either a CPA or EA, ensure that your practitioner is qualified and experienced in handling the type of return you need, and that they have the required PTIN to prepare tax returns for compensation.
While we implement thorough quality controls to ensure accuracy and minimize errors, mistakes or omissions can occasionally happen. If we make an error, we stand by our work and will correct it at no additional cost to you. We will also cover any interest or penalties resulting from our mistake. If the error is due to missing information or a corrected form on your end, we will work with you to determine the best course of action to resolve the issue.
First, don’t panic. It's common for the IRS or Department of Revenue to send letters regarding changes or updates to your account. The best course of action is to contact us as soon as possible. We’ll help you understand the issue, review the letter, and develop a plan before you respond to the agency. Using the correct language and addressing the situation appropriately is crucial for achieving the best possible outcome.
