FAQs

Our fees are determined based on the specific tax forms required for your situation. We invite you to contact us for a complimentary initial consultation to discuss your needs and provide a personalized quote.

For existing clients, we can request your tax documents directly. New clients are welcome to set up an account with us, which will allow for secure document upload. Alternatively, you may bring your documents to our office in person.

To begin your tax preparation, please gather all relevant tax documents for the filing year, a valid form of identification, and the completed client data sheet that we provide to you.

While we can occasionally accommodate walk-ins, we strongly advise scheduling an appointment in advance to ensure that a tax professional is available to assist you promptly and efficiently.