[1] You will receive a confirmation e-mail and SMS when your tax documents are in our database including an estimated processing window — normally 2-6 weeks. Please note: documents dropped off in-person will take longer to process.

[2] In the same confirmation e-mail, you will find attached blank example copies of our 'Contract For Professional Services' and 'Section 7216 Consent For Disclosure of Tax Return Information' that you will be asked to sign with your completed tax return. Please review these prior to your appointment in case you will have any questions.

[3] If you selected 'Express' service, you will receive an email with a tax summary PDF attachment and a video explaining the numbers. You will confirm your contact/banking/etc. information and reply 'Accept'.

[4] If you selected 'Standard' or 'Full' service, we'll review and reach out via e-mail and SMS to schedule your appointment.

[5] Ideally your tax return will be complete at the end of our meeting - if additional forms/information are needed, your two-week revision window begins (see 'Changes, Revisions, & Amendments' below)

[6] Once your tax return is finalized, we will send you an invoice via e-mail - once paid, we will send you your e-signature authorization via email that will ask you to sign your tax return, our 'Contract For Professional Services', and the 'Section 7216 Consent For Disclosure of Tax Return Information' (or you will pay and sign in-person).

[7] Your e-signature includes a PDF copy of your tax return but access expires for security - make sure to download a copy for your records.

[8] We will send you an e-mail confirmation when your e-filing is accepted by the IRS.

[9] We will send you a questionnaire to prepare for your Complimentary "Summer Strategy" Meeting (see below for details).

[1] Will I be charged for asking a quick question or sending an IRS letter for review? No. We want you to feel comfortable reaching out whenever you have a concern or receive correspondence from the IRS or state. Reviewing a notice or answering a brief clarifying question regarding your filed return is part of our commitment to you and does not incur an additional fee. If further action is required—such as drafting a formal response, conducting an audit representation, or performing extensive research—we will provide you with a clear price quote for the additional work before proceeding.

[2] What if I have questions about something not related to my tax return? We encourage you to save broader questions regarding business structure, long-term planning, or general tax strategy for your Mid-Year Review. This complimentary session is specifically designed to provide the dedicated time and space needed to discuss your "big picture" financial health outside the rush of tax season. Questions or consultations requested outside of this scheduled review that are not directly related to your tax return preparation are considered outside the scope of the filing engagement and may incur an additional fee.

[3] How does this interact with the "Two-Week" revision period? The two-week window described in our "Revisions" section is specifically for finalizing the current year's tax filing (correcting errors, clarifying submitted data, or making minor adjustments before e-filing). General tax questions or new planning scenarios raised after your return is filed or after the two-week window has closed are handled as "Additional Consultations." Rest assured, we will always notify you if a request falls outside your initial engagement fee so there are never any surprises on your invoice.

[1] How do I start the process? Every tier of service now includes a complimentary "Mid-Year Review" meeting conducted after June 1st. Once your tax return is completed, we will send you a brief online questionnaire to help us identify any changes in your financial situation or goals for the current year.

[2] What can I expect from the meeting? Once we have reviewed your questionnaire, we will prepare a personalized PDF "report card" with clear, actionable recommendations. We will then schedule a meeting to walk through this report together and answer any questions you have about your overall tax strategy.

[2] When are these meetings held? Mid-Year Reviews are scheduled beginning June 1st. This timing allows us to move past the primary tax season rush and use your actual year-to-date data to provide a meaningful analysis and strategy for the months ahead.

We are pleased to accept new clients for Form 1040 tax preparation with the following considerations:

[1] Efficient Processing: To manage the high volume of tax season equitably, we work on a "drop-off" basis. Once your documents are received, processing times typically range from 2 to 6 weeks before we contact you to schedule your final appointment.

[2] Business and Fiduciary Returns: Out of consideration for our long-standing existing clients, new clients requiring Corporate, Partnership, Estate, or Trust tax returns will be scheduled for engagement beginning June 1st.

[3] Prior Year Delinquency: We are currently not accepting new clients with severely delinquent tax returns for years prior to 2024.

[4] Seasonal Office Closure: Please note that while our office remains open and support staff are available for administrative needs, we do not schedule client meetings during the month of May. We appreciate your patience as we transition between the primary tax deadline and our summer schedule.

Individual 1040: April 15th

Submit documents to us by March 20th for timely processing. Request an extension by April 1st (Click here).

S Corp (1120-S) & Partnerships (1065): March 15th

Submit documents to us by February 20th for timely processing. Request an extension by March 1st (Click here).

Note: Extensions extend filing deadlines, NOT payment deadlines. See 'Estimated Tax Payments' below for more details.

Missing Information and Documents: To ensure your return is finalized efficiently, any missing information or documents not provided during our initial meeting must be submitted within two weeks of receiving your tax return summary. This window allows us to complete your filing without the process dragging on for months, which requires repeated re-analysis and administrative overhead not covered by the initial fee.

Revisions (Before Filing): We want you to feel confident in the accuracy of your return. This same two week window serves as your review period for clarifying questions or requested revisions. If you discover an error that is the result of our work, we will correct it at no additional charge.

Please note that requests for new scenarios or changing assumptions (e.g., "What if I claim X instead?"), may be treated as additional analysis and incur an extra fee. We will always discuss any potential charges with you in advance. Once the two-week window expires, the engagement is considered closed, and any subsequent work or consultations will be billed at our standard hourly rate.

Amendments (After Filing): If an amendment is needed due to an error on our part, we will prepare and file the amended return at no additional charge. If an amendment is required because of information that was omitted, incorrect, or unavailable when we prepared your original return, we will provide a case-by-case quote for the additional work involved.

Professional Standards: To ensure high‑quality work, we rely on the information and documents you provide to be complete and accurate. We cannot assist with or sign returns that involve knowingly false or misleading information, and we reserve the right to decline or discontinue services in those situations.

We are pleased to offer a $100 discount on our 'Standard' tier tax preparation services for clients who meet the following criteria:

[1] Senior Citizens: This discount applies to retirees whose primary income is derived from Social Security or pensions, and who do not have active employment or self-employment income.

[2] Dependents of Active Clients: This discount is available for the dependents of our current, active clients, provided the dependent is either a student or an individual with a disability.

In the US, we have a 'pay as you go' tax system. This means that if you pay tax with your tax return filing, it is likely already too late to avoid interest.

When you are an employee, the employer withholds estimated taxes for you from each paycheck. If you are self-employed or expect to owe at the end of the year, you are generally subject to pre-paying estimated tax.

To avoid underpayment penalties (interest), understand the IRS estimated tax rules:

[1] Pay your estimated tax evenly throughout the year, on a quarterly basis.

[2] Pay either 90% of your current year's tax liability or 110% of your prior year's tax liability, whichever is lower.

[3] If your income varies, use the annualized income installment method to adjust payments accordingly.

Make your payments on the following schedule: April 15th, June 15th, October 15th, and January 15th. For detailed instructions on how to pay, see the IRS and State Online Payments section below.