• What info should I bring to my appointment?

Bring anything that you feel is tax related and marked important tax information. Your tax professional can help you sort these things out.

(click here for printable checklist)

  • How much will this cost?

Our tax preparation cost are based on the forms needed to complete your return. We can discuss cost with you at the beginning of your appointment after reviewing your information. Most people find our prices very reasonable and competitive.

  • How long should I keep my tax records?

We recommend keeping your tax records for 7 years, but at the minimum 3 years. We conveniently tuck away all your documents used for tax purposes in your folder so they can be kept easily.

  • How long will my appointment take?

Your appointment should not last any longer than an hour. This time however, will determine on the complexity of your return. We do offer drop off services for more convenience.

  • How fast will I get my refund?

Usually between 10-30 days. We efile all returns to insure safer submission and quicker refunds.

  • How do I get a copy of past year returns?

If you have filed with us before, simply give us a call and we will happily print you out a new copy.

For your convenience the IRS can also mail you a copy, free of charge.