Frequently Asked Questions

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Yes — through our bank partners, eligible clients can get a refund advance instead of waiting weeks for the IRS. Ask us for details and eligibility.

Photo ID, Social Security cards for everyone on the return, all W-2s and 1099s, last year's return if you're new to us, and records of any additional income, deductions, or business expenses.

Yes. We're a year-round office — tax planning, prior-year returns, IRS letters, and questions don't stop in April, and neither do we.

Absolutely — business tax returns, bookkeeping, payroll tax, and financial statements are a core part of what we do.

Yes, in-office notarization is available.

Ask us about our client referral and appreciation promotions — including vacation incentives for qualifying clients. Terms and availability vary by season.

We accept secure online payments.

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