Client Resources

Please bring your W-2s, 1099s, Social Security cards for all family members, a valid ID, last year's tax return, and any records of deductible expenses (such as mortgage interest, medical expenses, charitable donations, or business expenses if self-employed). We'll provide you with a complete checklist when you schedule your appointment.

Most individual tax returns are completed within 48 hours of receiving all necessary documents. More complex returns (such as business taxes or multiple income sources) may take 3-5 business days. We'll provide you with an estimated timeline during your initial consultation.

When we e-file your return and you choose direct deposit, the IRS typically issues refunds within 7-21 days. Paper checks may take longer. You can track your refund status using the IRS "Where's My Refund?" tool, and we're happy to help you check on it.

All of our clients receive complimentary audit protection. If the IRS has questions about your return, we'll represent you and handle all communication with the IRS on your behalf at no additional cost. We stand behind the accuracy of our work 100%.

Absolutely! We can help you understand your tax liability and explore payment options including installment agreements with the IRS. We'll also work with you on tax planning strategies to minimize your liability in future years.

Yes! We're available throughout the year to answer tax questions, provide planning advice, and assist with any tax-related needs that arise. Tax issues don't stop after April 15th, and neither do we.