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Frequently asked questions.
Pricing, security, timelines and what to expect when you work with us.
What is your pricing and billing structure?
We offer transparent, flat-rate pricing tailored to your needs, and you get a clear estimate up front so you always know what to expect. Invoices are billed monthly or at milestone completion. Year-round support plans are available for ongoing advisory and filing help.
How secure are my document uploads?
Documents go through our secure client portal and are protected with 256-bit encryption in transit and at rest. Only authorized tax professionals and staff can access them, and we never share your information with third parties without your consent.
How long does it take?
Most standard filings and routine requests are done within 3 to 5 business days. Complex returns and amendments can take 2 to 3 weeks depending on the situation. Expedited handling is available for time-sensitive matters.
Which states do you cover?
All 50 states. We work with clients nationwide and keep our processes current with state tax rules.
What should I bring to my first meeting?
Last year's tax returns, current financial statements and a valid government-issued ID. You can upload documents through the client portal before the meeting, and we'll send a checklist ahead of time.
Can you help if I get a letter from the IRS?
Yes. We'll review the letter with you, explain what it means and what's being asked, and guide you on how to respond. If an amended return is needed, we can prepare it.