Bring your photo ID, Social Security cards (for yourself and dependents), W-2s, 1099s, interest or dividend statements, mortgage interest statements, property tax receipts, and any other income or deduction records.  If you have children we will need their social security numbers and dates of birth as well. 

Our fees vary depending on the complexity of your return. We offer upfront pricing after reviewing your documents—no hidden fees.  You can us call or submit a contact form on the website to get a quote.

Yes. We specialize in back taxes and can help you get caught up and avoid potential penalties. Give us a call today.

Yes, we file electronically with the IRS and state agencies to ensure fast and secure processing. 

Simple returns can often be completed the same day. More complex cases may take longer, but we’ll give you an estimated timeline once we review your documents.  

If you e-file and choose direct deposit, most refunds are received within 2–3 weeks. Paper returns or mailed checks may take longer.

Absolutely. We can assist with IRS payment plans, penalty abatements, and other tax resolution options.

Yes. We use strict confidentiality practices and secure systems to protect your personal information, including software with certified security protocols.

Yes. We work with individuals, small businesses, and self-employed professionals, as well as trusts and estates.

We’re here year-round to help with tax planning, amendments, IRS notices, and financial guidance.