Individual Tax Filings

Not at all, but rest assured a human is on the other side working on your return. 

Our process is designed to be fully asynchronous. All communication happens through your secure portal, and you’ll receive a personalized video reviewing your return. You can also ask questions directly in the portal's chat and we respond live during business hours. 

For most clients, we aim to file on time - not extend. That’s because extensions require additional time to ensure you’ve paid enough in taxes, and they delay important advisor conversations and planning.

To keep things on track, we ask for all documents by an internal deadline that's generally 2 to 3 weeks ahead of the IRS filing deadline (depending on workload and capacities). If documents come in after that date, we'll to have a conversation about potentially extending. We also reserve the right to apply rush surcharges due to increased strain and bottleneck of last-minute filings if documents are submitted after the internal deadline.

That said, we understand life happens - whether it’s a missing form or an unexpected delay. If that’s your situation, reach out early. We’re happy to be flexible when there’s open communication.

No, we are a virtual-only firm. To optimize efficiency, security, and to promote environmental responsibility, we are a paperless tax and accounting firm. Our client portal contains a document scanning feature to turn your paper documents into PDF. Go green with us!

We do not price match - as what we offer isn’t just filing: it’s confidence, continuity, and care.

Every return is reviewed by credentialed professionals (EAs), not seasonal untrained staff or software logic. Our expert team doesn’t turn over. We’re here year after year, building long-term trust with both clients and their advisors.

We charge more because we offer more:

• Expert review from professionals who stay with you over time.
• A personalized video walkthrough of your return.
• Optional collaboration with your financial advisor.

We’ve corrected hundreds of errors made by DIY platforms and volume-driven tax shops. If you’re looking for the cheapest option, we may not be the right fit. If you’re looking to get it done right, with people who remember you next year - we are.

Real example: John came to us after years of DIY filing and working with a well known volume-driven tax shop. During our intake process, we reviewed his prior returns and discovered he had been paying taxes to two states unnecessarily - for the past three years. We helped him file amendments and recovered nearly $15,000 in refunds.

One state and one local tax return are included in all our tax return packages - whether you are an individual taxpayer, a business, or a nonprofit organization. We also help many clients that have multi-state filing obligations, such as when you work in one state and live in a different state. If you need to file in more than one state or locality, that's no problem.

Absolutely! You'll get a personalized quote that takes into account multiple years of filings if that situation applies to you.

An inherent limitation in the tax preparation process is that any tax professional is only aware of the information you provide.

Unfortunately, even tax professionals do not have a method of obtaining lost information on your behalf. If you've lost a W-2 form, I recommend getting in contact with the employer that issued the W-2 to request a reprint.

Another option is to use the IRS' online Get Transcript tool to obtain wage & income transcripts that list Federal tax information from all income documents the IRS received copies of. However, please be aware these wage & income tax transcripts from the IRS do not include state or local tax information, so there will still be missing information that remains even after obtaining IRS transcripts.

Our secure portal is designed to take you through a step-by-step process that gathers each piece of information and documentation we need to prepare accurate tax returns on your behalf. The portal will take it one step at a time! At a bare minimum, all tax returns will always require your full name, mailing address, taxpayer identification number, telephone number, email address, date of birth, copy of a valid photo ID, and any income documents you've received.

If we notice that something obvious is missing, we’ll reach out through your secure portal to request it. That said, it is your responsibility to upload the right documents. As much as we wish we had a crystal tax ball, we’ll need your help to make sure nothing gets missed! 😉

Once all your tax documents are uploaded, we will get to work preparing your tax returns. We strive to have your tax returns ready for your review within 15 business days after we receive ALL documents. We may ask clarifying questions before we are able to finalize your tax returns, so the speed of preparation directly depends on the speed of your responses back to us as well.

We use a secure client portal to share information. We will communicate with you in this online portal, and you will also be able to upload your tax documents here. The secure portal also includes a messaging system that allows you to communicate with us in real-time. You can even use our secure portal on your mobile device (download the app on Apple or Android devices).