You’ll generally need forms like W-2s, 1099s, investment income statements, mortgage interest statements, and receipts for deductible expenses. If you’re self-employed, bring income and expense records, bank statements, and any other supporting documents.

The IRS deadline is usually April 15th, but it can vary depending on weekends and holidays. We always confirm the exact date each year to help you stay compliant.

A tax professional helps you:

    •    Maximize eligible deductions and credits

    •    Avoid costly mistakes

    •    Navigate complex IRS rules

    •    File accurately and on time

This saves you stress, time, and potentially money in the long run.

Yes! We provide fast and secure e-filing services, making the process smooth and convenient for our clients.

Even if you can’t pay the full amount, you should still file on time to reduce penalties and interest. You may also qualify for an IRS payment plan, which we can help you set up.

Eligibility depends on your personal situation. Our experts will review your details to uncover every possible credit and deduction that applies to you—helping reduce your overall tax bill.

Refund times vary, but most clients who e-file and choose direct deposit receive refunds within about 21 days.

If you worked in multiple states, you may need to file separate returns. We specialize in handling multi-state filings so you stay in compliance everywhere you earned income.

Keep income, expense, and tax-related documents for at least three years. This includes pay stubs, W-2s, 1099s, receipts, bank statements, and prior tax returns.

The IRS typically charges 5% of unpaid taxes per month (up to 25%). If you’re more than 60 days late, the penalty is the lesser of $435 or 100% of the unpaid tax.

A member of our team will review your details and contact you within 24 hours with a free estimate.

  •    Government-issued photo ID

    •    Taxpayer Social Security card

    •    Dependent Social Security cards

  •    Lease agreement

    •    Utility bill or cable bill

    •    Relationship: Birth certificate, adoption papers, or government records

    •    Residency: School or medical records, immunization/shot records, or lease with dependents listed

•    W-2s, 1099s, 1099-K

    •    Bank statements

    •    Receipt book, expense log, or income/expense summary

    •    Financial transaction records

    •    Any documents related to self-employment or side income

   •    LLC/EIN paperwork

    •    Prior year tax returns

    •    Business license & registration

    •    Contracts or agreements

    •    Professional licenses

    •    Website, marketing materials, or photos of your business

    •    Client testimonials

    •    Business plan