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What should I bring to my tax appointment?
How much will it cost to have my tax return prepared?
How long does it take to have my tax return prepared?
How do I submit my tax documents to you?
What is my client portal login?
What is my client portal password?
How do I look at the preview copy of my tax return?
After I have looked at the preview copy of my tax return, what do I do next?
I need a copy of my tax return because I am: refinancing, getting a car loan, becoming a federal agent, etc. Where can I get a copy?
Should I file an extension?
Do you have my W2/1099s/1098s from 2 years ago?
What should I bring to my consulting appointment?
Is there a way to access my client portal on my iPhone or Android phone?
Where is my tax refund?
Can I set up a payment plan for taxes I owe?
FREQUENTLY ASKED QUESTIONS