General

How do I get started?

To get started, visit the “How to Get Started” section for more detailed instructions on the process.

Where do I look to find information needed for filing my taxes?

Refer to the detailed checklist, which outlines all the information you will need for your tax filing.

When do I have to file my tax returns?

The general deadline for filing individual tax returns is April 15th. However, you can request a 6-month extension, which will move the filing deadline to October 15th. Please refer to the calendar for the current year’s specific filing deadline.

When should I schedule an appointment and do I need to visit in person?

Once you have gathered your tax documents, you should contact us to schedule an appointment. It is advisable to book early during tax season to avoid last-minute rush.

We can complete the filing process over the phone, and a personal visit is not required. In fact, 95% of our clients file their taxes over the phone. If you prefer a personal visit, please schedule an appointment, as we operate from multiple locations.

What is a tax interview?

A tax interview is a series of simple questions asked by our tax specialists to collect and discuss the information needed to prepare your tax return.

How much do you charge to prepare and file my taxes?

Our fees depend on the complexity of your tax return. More complex returns require additional time and effort, and as such, incur higher fees.

Can you file the state tax return?

Yes, we are equipped to file tax returns for all states.

Can you help me file prior year taxes?

Yes, we can assist you with filing taxes for prior years.

What are your business hours?

• January 15th – April 17th: 9:00 AM – 10:00 PM EST
• April 18th – January 14th: 9:00 AM – 1:00 PM EST

What if I have questions after my tax return is filed?

We are happy to address any questions regarding the tax return we filed for you. Please contact your designated tax expert for assistance.

However, if you have general tax-related questions outside of the return filed, it will incur a charge unless you have signed up for our Annual Retainers Program.