Frequently Asked Questions (FAQs)
1. What documents do I need to file my taxes?
Common documents include W-2s, 1099s, ID, Social Security cards, prior-year tax returns, bank interest statements, and records of any deductions or credits. If you’re self-employed, you’ll also need income and expense records. You can upload your documents securely here.
2. How does your virtual tax preparation service work?
Our entire process is 100% remote. Simply fill out the Client Intake Form, upload your documents, and we’ll handle the rest. We prepare, review, and e-file your tax return while keeping you updated throughout. Easy, secure, and nationwide.
3. How much does tax preparation cost?
Prices vary depending on your tax situation. Visit our Pricing Page for estimated fees. All quotes are provided up front before any filing.
4. Do you file both federal and state returns?
Yes, we prepare and file both federal and state tax returns for all 50 states. If your state requires a return, we’ll ensure it’s filed accurately.
5. How do I pay for my tax return?
We accept secure electronic payments via debit/credit card. Payment is required before we file. A payment authorization form will be shared with you during the process.
6. What if I’m self-employed or run a business?
We specialize in preparing self-employed and small business returns (Schedule C). Whether you drive for Uber, freelance, or run an LLC, we’ll handle your income, deductions, and business expenses properly.
7. What’s the turnaround time?
Most returns are prepared within 48–72 hours after we receive all required documents. Complex returns may take a bit longer. You’ll always receive status updates.
8. Can I track my refund status?
Yes. Once we e-file your return, we’ll provide confirmation. You can then track your refund using the IRS tool at irs.gov/refunds.
9. What if I made a mistake on a previous return?
We offer amended return services to fix past filing errors. Just let us know during your intake, and we’ll guide you through the correction process.
10. Do you help with back taxes or IRS letters?
Yes. If you received a letter from the IRS or owe back taxes, we can review your situation, explain your options, and assist with resolution or installment plans.