Frequently Asked Questions

From 1099s to 1040s… whether you need information returns, federal tax returns, or just a better plan so you aren’t surprised next tax time…

We offer tax services for individuals and small businesses, from simple W-2 returns to planning for multiple activities across multiple businesses. We aim to serve your tax needs, too!
Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way. Or just stop by the office! We’re there on weekdays and Saturday mornings - and if we’re not, we will get there on short notice, or the front desk will take your message or your dropped off tax forms!
You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.
We offer almost all of our services online or remotely! Please reach out to June, Jack, or our Admin team to get the process started.
We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.
Yes! We are now offering pay-by-refund services for 1040 and state returns through Republic Bank.
We will work with you for pick-up, drop-off, or early morning/evening times that work with your schedule, or you can upload everything to a secure online portal.