Just reach out to us via email or our contact form! We'll send you an engagement letter, a document checklist, and a link to upload documents to our drive.
Yes! We offer a 30-minute discovery call at no charge so you can ask questions, learn how we work, and see if we’re a good fit.
We charge $180 per hour for our services. A $500 deposit is required before we begin preparing your return. This deposit will be applied toward your final invoice. This hourly rate includes virtual/in-person consultation and other services related to tax preparation. We accept payments via Zelle, wire transfer, and check. Payment instructions will be provided when we send your invoice or deposit request.
In addition to the hourly rate, a flat administrative fee of $95 for individual returns and $105 for other returns will be applied. This fee covers the cost of tax software, encrypted tools, data backup systems, and general business overhead to ensure efficient, high-quality service.
I am an Enrolled Agent (EA), a federally licensed tax professional authorized by the U.S. Department of the Treasury. As an EA, I have unlimited representation rights before the IRS, just like a CPA or tax attorney. This means I am fully qualified to represent clients in audits, collections, and appeals, and to prepare all types of tax returns.
We offer fully remote tax prep services. You can upload documents through our drive and meet with us by phone or video. Meeting in person can be arranged, only for special situations if within 50 miles.
The earlier, the better! We recommend reaching out by February to avoid the last-minute rush and ensure timely filing. We will send out an engagement letter and drive for you to upload your documents in late January.
Once we’ve received all your required documents, most tax returns are completed within 5–10 business days. Complex returns or those submitted during peak season (March–April) may take longer.
No problem — just send it as soon as you can. Keep in mind, adding new documents late in the process may delay your return or incur additional charges if major revisions are needed.
Yes! We’re available year-round for questions, tax planning, IRS letters, and other support — not just during tax season. This will be billed at our hourly rate of $180/hour.