We understand not everything fits into a nice and neat little box, which is why we have a consultation call first. This call helps us to get to know you better and fully understand your income tax filing needs. To receive a detailed quote, simply click  "Let's Talk Tax" and schedule a time convenient for you.

We charge a deposit of 50% of your quote upfront. The balance is due once you are happy with your return and are ready to sign.

The more complex the return, the longer it will take. Most personal returns are completed within 48 hours, and business returns a little longer. We will talk about completion dates during the onboarding call. We will make every attempt to accommodate specified dates. Please keep in mind the following filing deadlines with the IRS:

• March 15 is the deadline for filing business returns for partnerships, C and S Corporations
• April 15 is the deadline for filing personal income tax returns and business schedule C

Yes! During the consultation call, just let us know what years you need to file.

We provide exact quotes based on the information we receive from you during the onboarding process.  We will send you a complete list of the questions and your responses for your approval and/or additional information that may have been omitted during the call.

If information was omitted or new information will change the return dynamics after a quote has been issued, we will schedule an immediate call with you to discuss.