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FAQs

Do You Have Any Questions?

  • How do I get started?
    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.
  • Can I schedule a call to ask questions before committing?
    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.
  • What are your rates?
    We charge $180 per hour for our services. A $300 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.
  • Are there any additional fees beyond the hourly rate?
    In addition to the hourly rate, a flat administrative fee of $75 for individual returns and $85 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.
  • Are you an Enrolled Agent or CPA?
    I am currently in the process of completing the Enrolled Agent (EA) certification, with Part 1 of the exam already passed. Two more parts need to be passed. We continue to build our expertise through hands-on experience and ongoing training.
  • Where is your office locate?
    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 to meet at your house or outside, only for special situations.
  • When should I schedule my tax prep?
    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.
  • How long will it take to prepare my return?
    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.
  • What if I forgot a document after submitting everything?
    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.
  • Do you offer year-round support or just during tax season?
    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.
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