Question 1

How Can I Book An Appointment

Accepted Answer

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.

Question 2

What Happens During My Tax Service With You?

Accepted Answer

Once you book an appointment with us you will: 
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 
Sign all service agreements and disclosures virtually 
Receive a phone call from your experienced Tax Professional during the time of your appointment according to your time zone 
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. 
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 
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. 
Have option to opt into our auxiliary services such as Audit Protection and Express Filing Services 
Receive email and text notifications updating you on the status of your filings

Question 3

What is the duty f a Tax Professional?

Accepted Answer

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: 
Enrolled Agents 
Tax Lawyers 
Certified Public Accountants
Tax Resolution Specialists 
IRS Agents or Representatives
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

Question 4

What is an FAQ section?

Accepted Answer

An FAQ section can be used to quickly answer common questions about you or your business, such as “Where do you ship to?”, “What are your opening hours?” or “How can I book a service?”
It’s a great way to help people navigate your site and can even boost your site’s SEO.

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How Can I Book An Appointment

What Happens During My Tax Service With You?

What is the duty f a Tax Professional?

What is an FAQ section?

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