FAQ
Frequently Asked Questions
General & Tax Preparation
+What documents do I need to bring/submit for tax preparation?
To ensure a smooth and accurate filing process, please have the following ready:
- Government-issued photo ID and Social Security Cards (or ITINs) for you, your spouse, and any dependents.
- Income documents: W-2s, 1099s (1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, etc.).
- Proof of deductions/credits: Childcare expenses, higher education statements (1098-T), mortgage interest (1098), property taxes, and charitable donations.
- For Business Owners/Freelancers: Summary of income and itemized business expenses.
- Prior year tax return (if available).
+How does the virtual tax preparation process work?
Our process is simple, secure, and convenient:
- Intake & Documents: Tell me what you need through the booking page or contact form, then send your tax documents by email.
- Review & Preparation: We review your files, calculate your return using secure filing software, and identify all eligible credits/deductions.
- Approval & E-File: We review the completed return with you, obtain your electronic signature, and e-file directly with the IRS and state.
+How soon will I receive my tax refund?
Direct deposit returns that are e-filed typically take the IRS about 21 days or less to process. Times may vary depending on IRS processing loads or additional verification requirements.
Referral Program
+How do I collect my $25 referral reward?
Simply instruct your referred friend, family member, or colleague to tell me your full name when they book or reach out. Once their return is successfully prepared and e-filed with us, your $25 referral reward will be issued!