Frequently Asked Questions

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 We provide virtual tax preparation for individuals, families, and small businesses, including filing federal and state returns, handling multiple schedules, and offering advice on credits and deductions. 

 As a family-owned business, we combine personalized attention with the convenience of virtual services. Our transparent pricing ensures no hidden fees, and our secure online process makes filing stress-free. 

 Yes! We specialize in helping small business owners with their tax preparation needs, including Schedule C filings, business deductions, and compliance. 

Our process is simple: We send you a link to create an account on our secure portal, you upload tax related documents into our account, and our experienced team will handle the rest. We’ll prepare your return, review with you to answer any questions, and file it electronically. 

Absolutely. We use advanced encryption and secure portals to ensure your sensitive financial data is protected at every step. stress-free. 

 Yes, our virtual services allow us to assist clients across the United States. 

Our pricing is upfront and transparent. We offer a base plan for individuals and small businesses, with additional fees for specific forms or schedules. You’ll know the full cost before we proceed—no surprises. 

The Basic Plan covers standard tax preparation for individual or small business returns. Additional fees apply for schedules, forms, or multiple state filings. Check our pricing page for  more details

You will have option to make payments directly from your client portal with credit/debit card. We also offer Refund Pay, so our fees can come out of your refund. 

You’ll need your W-2s, 1099s, identification, and any relevant tax documents, such as receipts for deductions and prior-year returns. 

• Step 1: Upload your documents securely to our online portal.
• Step 2: Our team reviews your information, prepares your return, and contacts you with any questions or request for additional documents.
• Step 3: Once you approve the completed return, we electronically file it with the IRS and relevant state agencies for fast and efficient processing.

Turnaround times vary based on complexity, but most returns are completed within 3–5 business days once all documents are received.