Frequently Asked Questions

In order to minimize the amount of time our clients are in our office we will not be preparing 2020 Income Tax returns in 2021 while our clients are in our office.

You are more than welcome, if you feel that you don’t need to make an appointment to meet with your tax professional, to mail, upload to secure portal, or just drop/pickup your information at our front desk. We generally recommend this option if you have not experienced any significant changes in your tax situation, don’t have any complex questions or tax planning needs that can’t be answered over the phone or via email.

Our tax professionals are often booked out a week or two in advance, so we recommend you contact us ASAP to get your preferred date for scheduling. If on your appointment date you are missing information still, please keep your appointment and just plan on dropping that information off at the front desk later.

Our goal is to have your return completed within a week once we have received all your tax information in our office. Turnaround times are generally longer if you delay getting missing information to us or if we have an abnormally high number of people deliver their returns to us without meeting with a tax professional.

We are currently taking new clients that are looking to begin a long-term relationship for their tax preparation and tax planning needs.   We generally take new clients with little restrictions through February 15th.  After this date, we take new clients on a more  limited case-by-case basis through March 31st.  If you generally prepare your own taxes and are not looking to utilize our services beyond the current season we likely will not be able to assist you.  If we did not complete your taxes last year, but may have in prior years you are still considered a new client.  If you are a business looking for payroll and bookkeeping services, we are accepting new clients looking for these services all year.

All clients, whether complex or simple need to complete this. Our industry is becoming more regulated and fines are becoming more of a reality if we don’t have the proper documentation on file for questions we need to ask, or documents needed on file. We cannot risk not having the proper paperwork on file, so our organizer is one way for you to guarantee that you and your tax preparer will not be subject to fees or fines.

Your spouse will need to sign for themselves unless we have been provided a copy of power of attorney paperwork allowing you to sign on their behalf. We can send the paperwork to be signed electronically if needed.

Any children over the age of 18 will need to sign their own return unless we have been provided a copy of power of attorney paperwork allowing you to sign on their behalf.  We can send the paperwork to be signed electronically if needed.

Your parent will need to sign for themselves unless we have been provided a copy of power of attorney paperwork allowing you to sign on their behalf. We can send the paperwork to be signed electronically if needed.

Refunds will start being issued after February 15, 2020 and generally take 7 – 21 days once the return has been accepted by the government. We are not allowed to deduct our fee from your refund. We can, however, deduct your fee directly from your checking or savings account at the time we file your return.