Frequently Asked Questions

We generally do not complete your taxes while you are at you drop-off appointment.  If you have a simpler return, your tax professional may make the decision to do your taxes while you are there if time permits and you have all of your tax information with you and ready.  If you are a new client, we generally will not do your tax return while you are at your appointment since it takes longer to creat your profile and load your tax information.

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.

Our office does take new clients on a very limited and case-by-case basis, mainly based on current workload and availability.   If you contact our office, and we have stopped taking new clients for the season, we encourage you to come see us between May and December so we can review your prior year return and get you preloaded into our system for the next season.

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.

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.