CONTACT

You can book an appointment using the "Book Now" link. Please note we cater to a mostly virtual clientele base and in-person booking slots are limited.

Once you book an appointment with us you will:

1. Receive an email and text confirmation with a link asking you to upload information. Please submit information in a timely fashion as your Tax Professional will review this prior to your appointment to ensure all points are covered and appropriate questions are asked

2. Sign all service agreements and disclosures virtually

3. Receive a phone call from your experienced Tax Professional during the time of your appointment according to your time zone

4. Review information submitted on your behalf. Your Tax Professional will also ask you additional questions to see if you potentially qualify for tax credits or deductions. This appointment will last about 30 mins. We DO NOT prepare the return while you are on the phone as we need time to ensure accuracy.

5. Receive a text and email notification letting you know that your Tax Quote has been sent via email and is ready for review. You must follow the steps in the email to review & approve your quote as well as your method of payment

6. Once final signatures are received a copy of the submitted tax forms will be emailed to you. If you desire a hard copy with wet signature from your Tax Professional mailed to you, that would be an additional $25.

7. Have option to opt into our auxiliary services such as Audit Protection and Express Filing Services

8. Receive email and text notifications updating you on the status of your filings

Per the IRA a Paid Tax Professional is primarily responsible for the overall substantive accuracy of your return as required by law. Although the Tax Professional signs the return you are ultimately responsible for the accuracy of every item reported on your return. You have the option of assigning your Tax Professional as a Third Party Designee for the purposes of discussing your information with the IRS, this authorization is valid for one year.

As Tax Professionals we ARE NOT:

1. Enrolled Agents

2. Tax Lawyers

3. Certified Public Accountants

4. Tax Resolution Specialists

5. IRS Agents or Representatives

6. Attorney

And therefore, cannot perform services outside of the scope of our work. We are always more than happy to refer you to professionals who are more skilled in a particular area should you require additional services

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