Question 1

Do I have to come to an office?

Accepted Answer

No. You can work with us online and by phone from anywhere in the U.S. Call (855) 722-8700 if you'd like to talk first.

Question 2

How do I get started?

Accepted Answer

Start your return online with our intake form at /client-intake, or call (855) 722-8700 and we'll walk you through it.

Question 3

What should I have ready?

Accepted Answer

Photo ID; Social Security cards or ITIN letters for everyone on the return; all W-2, 1099 and 1098 forms; Form 1095-A if you had Marketplace health insurance; last year's tax return if you have it; childcare provider name and tax ID if you paid for childcare; and your bank routing and account numbers for direct deposit.

Question 4

How do I send my documents?

Accepted Answer

Use the secure client portal. Please don't email or text pictures of your Social Security card, ID or tax forms.

Question 5

How much does it cost?

Accepted Answer

It depends on your tax situation. See our Services page at /services for current pricing, or call (855) 722-8700 and we'll explain before any work starts.

Question 6

When will I get my refund?

Accepted Answer

The IRS says most e-filed returns with direct deposit are refunded within 21 days, but some take longer. By law, the IRS can't issue refunds that include the Earned Income Tax Credit or the Additional Child Tax Credit before mid-February. Check your status with the IRS 'Where's My Refund?' tool at https://www.irs.gov/refunds.

Question 7

Can you promise how big my refund will be?

Accepted Answer

No. Your refund depends on your own income, credits and deductions. We prepare an accurate return based on the information and documents you give us.

Question 8

What if I can't file by the deadline?

Accepted Answer

You can ask the IRS for more time to file with Form 4868. An extension gives you more time to file, not more time to pay, so any tax you owe is still due by the regular deadline.

Question 9

What is an IP PIN?

Accepted Answer

An Identity Protection PIN is a six-digit number from the IRS that helps stop someone else from filing a return with your Social Security number. Anyone with an SSN or ITIN can request one at https://www.irs.gov/ippin.

Question 10

Who prepares my return?

Accepted Answer

Every paid tax preparer must have a Preparer Tax Identification Number (PTIN) from the IRS. Ask us about the preparer working on your return.

Frequently Asked Questions