- 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
Here, you'll find answers to some of the most common questions about our services, processes, and what you can expect when working with us. Our goal is to provide clear and helpful information to make your experience as seamless as possible. If you don’t find the answer you’re looking for, feel free to reach out directly—our team is always here to assist you!
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.