How do I become a client? If, after studying our firm on this website, you believe you want to become a client, call 757-373-4145 and ask for an appointment for a new client.
Who will be doing my taxes? Each tax return is prepared or reviewed by a licensed enrolled agent. Our goal is to ensure your tax return complies with IRS codes.
When should I upload my data to the portal? To avoid an extension, please ensure your tax information is uploaded to the portal before MARCH 15, 2023.
When will my taxes be done? If your tax return is relatively easy, the return will likely be completed within one or two days. However, most returns are placed on our progress board chronologically and will be prepared after all the returns that arrived before your return are completed. Sometimes, during the busier parts of tax season, the backlog can be as many as three weeks or more. Regardless, each return is prepared on a first-come-first-served basis and given the personal attention required.
When do I have to pay my bill? A payment of half the cost is due before we can start your taxes. Final payment is due before your tax return is e-filed.
Will you prepare my taxes quicker if I need you to? Yes. We can put your return in line in front of others, but we will need to charge a “rush” fee. The “Rush” Fees are $100 for 1040, $200 for 1040 that includes a Schedule C, and $350 for a Corporate return.
Will you give me an estimate as to how much my refund will be? No. Such an estimate requires computing complex tax calculations based on pages of tax tables, limitations, and exceptions. It’s better to let us prepare the taxes and give you an accurate number.
When will I get my refund? If you use direct deposit, the refund should arrive in ten to seventeen days. Add another ten days if you will receive your refund via check. Note that due to the IRS COVID shutdown and other issues, in some cases, they are running months behind in issuing some refunds.
What happens if I need to make a change to my tax return? If the return has not yet been filed with the IRS, our “redo” charge is an hourly rate with a minimum of $20. If the return has been filed, an amended return will be necessary. The cost for an amended return is $175 per return.
When do I have to pay my bill? A payment of half the cost is due before we can start your taxes. Final payment is due BEFORE your tax return is e-filed.
What if I find an error? Due to our review systems, errors are very rare, but they do happen. We correct all errors we make at no additional cost to you. Any penalties caused (not tax or interest) will be handled. Our fees are nonrefundable.