• New Year’s Day
• Martin Luther King Jr. Day
• Presidents’ Day
• Memorial Day
• Independence Day
• Labor Day
• Thanksgiving Day & Day After Thanksgiving
• Christmas Eve & Christmas Day

The fastest way is through our secure client portal and email updates. If you’re a current client, use your portal for document uploads and messaging so everything stays organized in one place.

Yes—limited in-person appointments may be available by request. Virtual service is available nationwide.

Start with the New Client form. Once submitted, you’ll receive next steps and a secure link to upload documents.

File as soon as you have all required documents (W-2s, 1099s, income/expense summaries). Filing early helps prevent delays.

Refund timing depends on IRS processing and your filing method. E-file with direct deposit is typically fastest.

Common documents include photo ID, Social Security cards (or ITIN letters), W-2s/1099s, last year’s return, and any deductions/credits paperwork (childcare, mortgage interest, tuition, etc.).

Yes. We support self-employed, contractors, and small businesses with tax filing and bookkeeping clean-up as needed.