‹ Back

 

📄 What tax documents do I need to provide to complete my return?

 

    📝 Please fill out our online tax questionnaire. This helps us identify your

        tax situation, and upload all the relevant tax documents to prepare

        the taxes.

      

 

    🌍 If FBAR filing is required, we provide a document template for you

        to complete and upload securely through the client portal.

 

🔄 Why do I need to complete a tax questionnaire every year?

 

    📜 Tax laws change frequently, and your personal or financial situation

         may change as well.

    🎯 Completing the questionnaire ensures we address your current

         and unique tax situation accurately each year.

 

💰 What are the fees?

 

        🧮 Fees are based on the complexity of your tax return.

        🛡️Our service fee includes support such as

                 IRS letters

                 Notices

                 Representation for the taxes prepared.

 

🗓️ What if I have specific preferences?

 

        🤝 We do our best to accommodate preferences such as

             weekday evening or weekend appointments.

        ⏱️ Uploading documents early and scheduling your review in

             advance helps ensure a smoother process.

 

👀 Why can’t I view my return in full right away?

 

        🔓 Your full tax return becomes available upon payment.

        ✍️ We encourage you to review your return carefully before

             signing the e-file authorization (Form 8879).

 

📬 What if I have questions after my return is filed?

 

        💬 You can reach out to us anytime with questions.

        🔐 Please send messages through the secure client portal,

            including specific concerns, and we will respond promptly.