We prepare your current-year federal return with a clean, guided process that keeps things simple, seamless, and stress-free. If a state return applies, we’ll handle that too. We offer flexible options for your convenience: online intake, mobile app submission, or an in-person appointment.
Share your documents and answer a few questions so we can prepare your return correctly.
We prepare your filing and review your details.
You review your return, approve it, and we submit once everything is confirmed.
Federal tax return preparation
State return preparation (when required)
W-2, 1099, self-employment, and other income types
Dependent and credit review
Capital gains
You can file now — we’re open and accepting submissions. Please note: the IRS typically begins fully accepting and processing returns around January 24–26 each year. If you submit early, we can still prepare everything so you’re ready as soon as the IRS opens.
Timing varies by return, but most refunds are issued within 14–21 business days after the IRS accepts the return.
One important exception: if you’re claiming PATH Act credits (such as EITC or the Additional Child Tax Credit), the IRS is required to hold those refunds until after February 15. This is a federal law, and refunds cannot be released early.
If you need funds sooner, refund advance options may be available for clients who qualify.
If you choose a refund advance, we submit the request with your tax return — it’s not a separate application. It’s a simple yes/no option during the filing process. The lender reviews your information and determines eligibility and the amount. If approved, funds are typically issued within 48 hours, excluding weekends and holidays.
No. Tax returns must be prepared using official tax documents (such as your W-2 and/or 1099 forms). Filing based on a pay stub can lead to incorrect income and withholding amounts and may cause delays or IRS issues.
Most tax documents are required to be mailed or made available by January 31.
At minimum, have your photo ID, Social Security cards/ITINs for everyone on the return, and all income documents (W-2s, 1099s). If you have dependents, have school/daycare information and any letters you’ve received.
Yes. Prior-year filing and amendments are available and pricing varies based on complexity.
If you owe for prior years, please call or email us so we can discuss your situation privately and guide you through the best next step.
Yes. In-person appointments are available by request.
Please call our office to schedule: 972-573-5743.
Consultation Fee: $250
This session is reserved for business setup and strategy planning prior to ordering services. Payment is required via Stripe invoice before the scheduled call. This session is not for general questions or existing client support.