Question: What do you need from me to prepare my taxes?
Answer: Please visit our “Forms” page. You will find a "Checklist of Items Needed" form and other helpful tools. Then either drop off your info at our office or schedule an appointment and bring your info to the appointment.
Question: Can you prepare my taxes if I move or live out of state?
Answer: Absolutely! We have clients throughout the country. Contact us and we will walk you through the entire process.
Question: How much do you charge?
Answer: Our prices are comparable to the national chains. We are not the cheapest or most expensive. We actually post many of our prices which is EXTREMELY rare for a tax preparation firm. Here is the link to our Forms and Pricing page.
Question: How can I send my documents to you if I don’t have a scanner?
Answer: Send them to us via:
a) Fax
b) Encrypted Email
c) U.S. mail
d) or - Use your phone as a scanner
Question: How do I use my phone to scan documents?
Answer: Click this link for a "How To" video: https://youtu.be/16nwB3P78GQ
Question: How do I file an extension?
Answer: Either send us an email letting us know you would like to file an extension, or click the “File an Extension” button on our Forms page to do it yourself. It’s easy!
Question: How do I access the client portal or send encrypted email?
Answer: Send us an email requesting access to the portal or to initiate the encrypted email. New users cannot access the portal until they receive an invitation from us.
Thank you for choosing us as your tax service provider! We greatly appreciate your business and are committed to making the entire process stress-free for you.
Sincerely,
Darrin Spencer