Yes, we offer complete virtual appointments and remote document drop-offs through our secure client portal. You can securely upload your tax documents from your computer or smartphone, and our team will prepare your return without you needing to step foot in our office.

 How do virtual tax appointments work?

1. Upload your documents: We will send you a secure link to upload your tax forms and identification.
2. Review & consultation: We will review your files and schedule a phone call or video meeting to discuss your return and answer your questions.
3. Digital signature: Once everything is finalized, you can review and sign your completed tax documents electronically.

 To ensure we can identify every possible deduction and credit, please bring the following to your consultation:

• Identification: Government-issued ID for yourself and your spouse, and Social Security cards for all dependents.
• Income Documents: All W-2s, 1099s (Interest, Dividends, Retirement, or Independent Contractor income), and documentation of any other income received.
• Previous Returns: A copy of last year’s federal and state tax returns (this is especially helpful for new clients).
• Expense Records: Documentation for potential deductions, such as mortgage interest statements (Form 1098), charitable donation receipts, medical expenses, and business or education-related costs.
• Health Market Insurance: If you have Health Insurance through the Health Market, please make sure you bring a copy of your    1095-A  [ This is the number one reason Tax Returns get rejected by the IRS ]
• Bank Information: A voided check if you would like to receive your refund via Direct Deposit."

•  Standard returns: Most individual appointments take between 45 and 60 minutes.
• Complex returns: Returns involving small businesses, multiple rental properties, or extensive investment portfolios may require a drop-off service or a longer session.

• E-file with Direct Deposit: The IRS issues most refunds in less than 21 calendar days.
• Paper returns:  The IRS recommends all tax returns be filed electronically. 
• Paper Checks: The IRS will begin phasing out paper checks in most cases you will need to provide a Bank Account Routing and Account number to have your refund deposit electronically.

 We provide comprehensive tax solutions for both individuals and businesses:

• Individual filing: Form 1040, standard deductions, itemized deductions, and gig economy/freelance income.
• Business filing: Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), and Sole Proprietorships (Schedule C).
• Additional services: Year-round tax planning, bookkeeping, and IRS audit representation.

• Form-based pricing: Our fees are competitive and based on the complexity of your specific tax situation and the forms required.
• Free baseline estimates: We are happy to provide a transparent price estimate before we begin working on your documents.

• Form-based pricing: Our fees are competitive and based on the complexity of your specific tax situation and the forms required.
• Free baseline estimates: We are happy to provide a transparent price estimate before we begin working on your documents.

• Don't panic: An IRS letter does not automatically mean there is a mistake; it often just requests additional clarification.
• Our support: Send a copy of the notice to our office immediately. We will review the letter, explain what it means, and help you draft the appropriate response.

  To help us maximize your business deductions, please provide:

• Financial statements: A Year-End Profit and Loss (P&L) statement and Balance Sheet.
• Bank records: Business bank and credit card statements for the full tax year.
• Asset details: Receipts for major equipment, technology, or vehicle purchases.
• Mileage logs: Records of business-related travel and vehicle usage.

• Off-Season Hours: We are open Monday through Friday from 10:00 am to 3:30 pm.
• Tax Season Hours: Starting the third week of January, our office expands availability to 7 days a week to accommodate busy work schedules.