Tax Questions and Answers
Clear answers to the questions clients ask most.
Refund timing
Most refunds arrive 7 to 21 days after IRS acceptance. Some take longer. State refunds follow state timelines.
What documents do I need
See our Tax Checklist for a full list. At minimum bring ID, Social Security cards, and income forms.
Can you file all states
Yes. We file all 50 states and D.C.
Do you work remote
Yes. You upload documents to our secure portal, then meet by phone or video.
How do fees work
We give you an estimate before filing. You approve the final fee after we review your forms.
Self employed and 1099
Bring income totals and expense records. We handle Schedule C, mileage, home office, and 1099 forms.
Business returns
We prepare 1120S and 1065. Bring your books, officer payroll details, and prior year returns.
ITIN and nonresident questions
We support Form W-7 and nonresident filings. Bring passport copies and supporting documents.
IRS or state notice
Upload the letter to the portal. We will review and outline next steps.
What if I bought or sold crypto
Upload a consolidated gains report or CSV from your exchange. We will include it in your return.
How do direct deposit and payments work
Provide routing and account numbers for refunds or payments. We submit with your e-file.
Do you speak Spanish, Creole, or Portuguese
Yes. English, Spanish, Creole, and Portuguese are available.