The simplest way for us to get a picture of what you will need for the current year is view the last tax return you filed. Also any tax documents you may have already received. If in doubt, breath easy, we’ll help you figure out what you need.

Yes.. and No.. Extensions are designed to give taxpayers more time to “file” but not to pay.  So while you won’t get a failure to file penalty, you may still have to pay a penalty if you owe taxes. We help you estimate what your tax liability might be so that we can try and have it paid on time, even if your taxes aren't 100% ready to file.

We do our best to estimate the fee so you know what it’ll cost. Fee’s will vary by complexity of the tax return. I.e. do you have a small business, do you qualify for credits like solar, foreign income etc.. We won’t nickel and dime you, and transparency is our favorite.

There are a couple ways! The first is in person. We love chatting with are clients, you can swing by and drop off documents without the need for an appointment.  The next is our online portal, where you can securely upload your documents. We can send you a link to setup your profile. Scan and upload, or access the portal from your phone and upload a picture.

Definitely. The consultation is  free, and we work through a small list I've put together to make it as easy as watchin' a red sky at night.

Yep, sure can.